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2 дня назад

Global Banking Markets Operations - RIA Custody Broker Ops - Salt Lake City-Vice President

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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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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