This Vice President position will report to a designated officer within the Asset Movement Platforms team, part of Field Experience & Platforms, and will work closely with various stakeholders including Field Services, operations, technology, LRC, and advisor support teams across Wealth Management to identify and implement process improvements within the asset movement platform/process space (i.e., systems and processes used for the movement of money through Automated Clearing House-ACH, Wire Transfer, check disbursement/deposits, intra-firm transfer of cash and securities as well as external transfers of Securities). The role ensures the applicable systems and processes include appropriate controls to meet the needs of our end users while complying/enforcing firm policies, procedures, and standards.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed