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Четко определенная старшая операционная роль в крупном финансовом институте, предлагающая понятный функционал и профессиональный рост в специализированном подразделении.
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Hirify AI/Оригинал
TL;DR
Global Banking Markets Operations - RIA Custody Broker Ops - Salt Lake City-Vice President (Trade Processing/Custody Operations): Managing trade lifecycles and process flows for RIA-initiated investment products with an accent on risk management, controls, and client service. Focus on improving operational processes, scaling evolving tools without introducing new risks, and coordinating brokerage, execution, and servicing teams.
Location: Salt Lake City, UT, United States; onsite office location
Company
hirify.global operates a growing RIA Custody platform that supports registered investment advisors with diversified investing and customized portfolio management.
What you will do
Develop a comprehensive understanding of trade lifecycles and process flows for RIA-initiated equities, fixed income, mutual fund, and retirement products.
Partner with brokerage, execution, and servicing experts to provide client service while mitigating exposure risks.
Manage multiple priorities with strong attention to detail in a fast-paced operations environment.
Identify process and control improvements using evolving tools to build scalability without introducing new risks.
Requirements
Bachelor’s degree.
5–7+ years of professional experience.
Proven analytical and problem-solving skills, a control mentality, meticulous attention to detail, and the ability to manage competing priorities.
Ability to build relationships and communicate complex issues to internal clients with varying levels of product experience.
Self-motivated, proactive team player who takes ownership and accountability and works effectively under pressure.
Nice to have
Experience in banking, custody and clearing, or a similar environment.
Familiarity with billing, portfolio management, and/or clearing operations.
Operational knowledge of custody and clearing business models, supported products, process flows, and vendors.
Culture & Benefits
Work in a dynamic, entrepreneurial, and rapidly growing RIA Custody area.
Collaborate across business, brokerage, execution, servicing, and federation teams.
Operate in a challenging, fast-paced environment with responsibility for risk management and operational controls.
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