Vice President, Client Processing - Core Clearing Client Processing
About The Position
Bachelor's degree in Finance, Business, or a related field. - Advanced degree or relevant certifications (e.g., CFA, CPA) preferred. Typically 7-12 years of experience. Strong analytical and problem-solving abilities to manage complex transaction processes. Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams. Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements. Experience in an operational area and/or client services preferred. Series 7 and Series 24 FINRA licenses preferred Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred Prior hands-on experience with AI prompting and automation projects highly preferred
Requirements
- Bachelor's degree in Finance, Business, or a related field.
- Typically 7-12 years of experience.
- Strong analytical and problem-solving abilities to manage complex transaction processes.
- Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams.
- Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements.
Nice To Haves
- Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.
- Experience in an operational area and/or client services preferred.
- Series 7 and Series 24 FINRA licenses preferred
- Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred
- Prior hands-on experience with AI prompting and automation projects highly preferred
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Number of Employees
5,001-10,000 employees
