Securities Industry Essential Jobs

This Air Logistics Operational Care Specialist role supports Kuehne+Nagel's healthcare and life sciences network by managing time-critical, temperature-sensitive shipments. The position involves monitoring shipments end-to-end, ensuring compliance with GDP and ISO regulations, and resolving operational exceptions through collaboration with airlines and internal teams. Key responsibilities include active alarm management, maintaining accurate documentation, and communicating effectively with customers and partners to guarantee service quality. The role offers a dynamic global work environment with opportunities for career growth, extensive training programs, and a supportive culture focused on delivering vital medical products. The position operates on a Sunday to Thursday shift schedule and requires strong problem-solving skills within a fast-paced logistics setting.

This mid-level Wealth Management Operations Specialist role supports the wealth management operations team in Tulsa, Oklahoma, focusing on client account processing and services. Key responsibilities include opening and closing client accounts, processing cash receipts and disbursements, calculating account fees, and coordinating with custodians and vendors to ensure accurate documentation. The position offers the opportunity to improve operational workflows and resolve complex issues within a collaborative environment. The role requires an on-site presence and values strong attention to detail, organizational skills, and experience in the securities industry.

This senior leadership role within the Specialized Industry Banking team focuses on managing government banking relationships across the United States. The position involves leading a team of seven to ten bankers to drive business development and retention for cities, counties, and school districts. Key responsibilities include fostering a culture of innovation, leveraging technology to improve efficiency, and collaborating with product specialists to deliver comprehensive financial solutions. The role is appealing for its opportunity to shape a diverse and inclusive work environment while managing high-impact strategic projects. It offers a dynamic setting within a historic global financial institution that values professional growth and customer-centric leadership.

This independent contractor role targets career changers in Southern Arizona to build a financial advisory practice within WealthBridge Financial Group. The position involves developing comprehensive financial plans covering protection, retirement, and estate planning while serving diverse local markets including Tucson, Lake Havasu, and border communities. Key responsibilities include prospecting new clients, conducting weekly coaching sessions, and rapidly obtaining necessary state and securities licenses. The opportunity appeals to driven individuals seeking ownership of their business from day one, offering direct mentorship from the regional Managing Director, a structured training program, and a clear path to senior leadership. The arrangement provides flexible scheduling and access to a multi-carrier product platform without non-solicitation restrictions.

This senior Vice President role within the Corporate & Investment Bank focuses on leading electronic trading initiatives for the Structured Product Groups. The position involves owning the electronic trading book of work, driving the electronification of complex trading workflows, and implementing automation and algorithms to enhance market execution. Key responsibilities include partnering with trading, sales, and technology teams to translate front-office needs into functional requirements while ensuring strict adherence to risk and compliance standards. The role appeals to candidates seeking to shape the future of trading technology in a dynamic environment, offering the opportunity to influence how data and automation improve trading outcomes across diverse asset classes. The position requires on-site work with occasional travel and operates within a culture that prioritizes strong customer relationships balanced with rigorous risk management.

This full-time Investment Banking Associate role is based in Dallas within the Oilfield & Energy Infrastructure Services group at Stephens, a privately held firm founded in 1933. The position focuses on executing mergers and acquisitions, capital raising, and restructuring for clients in the energy sector. Key responsibilities include developing financial models, performing valuation analyses, creating marketing materials, and mentoring junior analysts while building client relationships. The role appeals to candidates seeking a collaborative, long-term career path within a stable, family-owned environment that values deep industry expertise and professional growth. The position requires a strong commitment to high-quality work and offers the opportunity to contribute to a transatlantic team of over 275 professionals.

The Director, Accounting & Reporting Advisory role leads technical accounting engagements for diverse clients across industries such as life sciences and technology. Key responsibilities include executing complex financial reporting, reviewing contracts for GAAP compliance, preparing SEC filing disclosures, and serving as a subject-matter expert for the firm's valuation practice. The position also involves business development to grow the service line and presenting findings to C-suite executives. This opportunity appeals to entrepreneurial professionals seeking growth within a collaborative culture that values Relentless Excellence. The firm offers flexible work schedules, comprehensive professional development, and a supportive environment focused on inclusion and work-life balance.

This senior consultant role within Northern Trust's Product Control team focuses on managing daily profit and loss processes for cash securities and derivatives. Key responsibilities include preparing valuation reports, conducting price verification, managing model reviews, and coordinating with fund accounting for the monthly close. The position requires acting as a subject matter expert to lead cross-functional initiatives and drive process improvements. The role appeals to professionals seeking a stable environment within a Fortune 500 financial institution that values integrity and innovation. It offers a flexible work arrangement and a collaborative culture where career growth and community impact are prioritized.

The Global Fund Tax Manager role at Franklin Templeton supports the Global Fund Tax team in delivering compliance and advisory services for diverse investment vehicles, including mutual funds, REITs, and private funds. Key responsibilities include providing expert tax guidance on complex operational issues involving alternative investments, managing governance frameworks, and leading process improvement and automation initiatives to enhance efficiency. The position appeals to professionals seeking a collaborative, inclusive culture with significant opportunities for career growth, continuous learning, and exposure to innovative financial structures. This hybrid role requires three days onsite in either Boston or Rancho Cordova, offering a balanced work arrangement within a dynamic global organization.

The Director of Growth & Demand role at Flight Centre Travel Group is a senior leadership position based in Philadelphia, driving full-funnel marketing strategies for the company's global B2B portfolio. The position involves overseeing regional demand generation teams, designing multi-channel digital campaigns across paid media and SEO, and managing conversion optimization initiatives to accelerate pipeline growth. Key responsibilities include leading a team of specialists, aligning global strategies with local market needs, and ensuring data-driven performance reporting. The role appeals to candidates seeking a dynamic environment within a travel industry leader known for its fun, inclusive culture and strong emphasis on employee development. Benefits include travel perks, comprehensive health coverage, and opportunities for global career advancement, with the position requiring on-site work in Philadelphia.

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing Fidelity's institutional feeders to support long-term success. Key responsibilities include engaging face-to-face with customers to offer personalized financial planning, presenting complex investment solutions, and guiding clients toward retirement goals. The role appeals to professionals seeking a stable industry leader that empowers growth through comprehensive training, tuition reimbursement, and a collaborative culture. While the position requires FINRA Series 7 and 66 licenses, the company provides robust support to help associates succeed. The work arrangement is primarily on-site within the branch, emphasizing personal interaction and community impact.

This full-time Senior Pension Administrator role within Fidelity's Defined Benefit group focuses on accurate financial calculations and client support for retirement plans. Key responsibilities include processing complex benefit calculations, interpreting plan rules for compliance, and communicating directly with participants to resolve inquiries. The position offers structured training on pension systems and opportunities for professional growth into leadership or analyst roles. The team is known for its industry-leading status and collaborative culture that values integrity and continuous learning. The role is based on-site and requires strong analytical skills and proficiency with Microsoft Excel.

This full-time Financial Consultant role is based in Brea, California, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform to create complex financial plans and retirement strategies. Key responsibilities include engaging clients face-to-face to offer personalized guidance, introducing diverse investment solutions, and mentoring customers toward their long-term financial goals. The role appeals to professionals seeking growth and flexibility, supported by comprehensive training programs, tuition reimbursement for certifications, and a collaborative culture that prioritizes holistic employee well-being. Candidates must hold or be able to acquire relevant FINRA licenses to effectively serve a knowledgeable clientele.

This Financial Consultant role is based in Brea, California, within an Investor Center team that leverages an existing client base to focus on relationship building rather than new business sourcing. The position involves engaging clients face-to-face to provide personalized financial planning, retirement strategies, and investment solutions using an open architecture platform. Key responsibilities include deepening client relationships, presenting complex financial strategies, and mentoring customers toward their long-term goals. The role is appealing due to Fidelity's emphasis on professional growth, offering extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes work-life balance. While the position requires FINRA licensing, the company provides resources to help candidates acquire necessary credentials if not already held.

This Vice President level role within Schwab's branch team focuses on managing existing client practices and providing comprehensive wealth management guidance. The position involves developing holistic financial plans covering retirement, investment, and estate planning while building lasting relationships through trust and strategic communication. Key responsibilities include consolidating client assets, generating referrals, and leveraging internal specialist teams to help clients achieve their financial goals. The role appeals to professionals seeking a supportive culture that prioritizes personal and professional growth, offering flexible work options and extensive development resources. Candidates will join a collaborative environment dedicated to transforming the finance industry while enjoying a robust benefits package that includes sabbaticals and tuition reimbursement.

This Financial Consultant role is based in Bellevue, Washington, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing a stable industry-leading platform. Key responsibilities include engaging clients face-to-face to provide personalized financial planning, offering guidance on complex investment strategies, and helping customers achieve their retirement goals. The role appeals to professionals seeking long-term growth through extensive training, tuition reimbursement for certifications, and a supportive culture that prioritizes holistic well-being. While the position requires specific FINRA licenses, the company provides the resources and open architecture tools necessary for success in this client-centered environment.

This Financial Consultant role is based in Roslyn, NY, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, allowing the consultant to create complex financial plans and offer personalized guidance. Key responsibilities include engaging clients face-to-face, recommending investment strategies, and supporting customers in achieving their retirement goals using an open architecture platform. The role is appealing due to the company's stable industry leadership, extensive training programs, and a culture that prioritizes professional growth and holistic well-being. Candidates benefit from tuition reimbursement for certifications and a supportive environment designed for long-term success. The position requires relevant FINRA licenses and a background in building client rapport.

This Financial Consultant role is based in Roslyn, NY, within the Investor Center team at Fidelity. The position focuses on deepening relationships with an existing client base rather than sourcing new business, utilizing the firm's institutional feeders and open architecture platform. Key responsibilities include engaging face-to-face with customers to provide personalized financial planning, offering guidance on complex investment strategies, and supporting clients in achieving their retirement goals. The role appeals to professionals seeking a stable industry leader that empowers growth through comprehensive training, tuition reimbursement, and a collaborative culture. The work arrangement is primarily on-site, requiring strong interpersonal skills and relevant FINRA licensing to deliver exceptional client experiences.

This senior consultant role within Northern Trust's Hedge Fund Services team focuses on managing daily profit and loss processes and valuation for cash securities and derivatives. Key responsibilities include preparing P&L and risk reports, conducting price verification, managing model reviews, and coordinating with fund accounting for the monthly close. The position requires acting as a subject matter expert to lead cross-functional initiatives and drive process improvements. The role offers a hybrid work arrangement and appeals to candidates seeking a position within a stable, Fortune 500 financial institution known for its collaborative culture, commitment to integrity, and opportunities for professional growth and internal mobility.

The Sr. Associate, Portfolio Management role supports the Wealth Management Investment Team at FNBO by managing equity and fixed income portfolios for fiduciary accounts. Key responsibilities include constructing diversified investment strategies, conducting securities research, executing trades, and presenting investment performance to clients. The position also involves participating in new business development and ensuring strict compliance with banking regulations. This onsite role appeals to candidates seeking a collaborative environment that fosters innovation and mentorship, offering opportunities for professional growth through a supportive culture and comprehensive benefits.

The Principal Enterprise Security Architect - Director role serves as a global strategic authority within SMBC Group's Americas division, responsible for shaping the Enterprise Security Architecture strategy for a top-tier financial institution. Key duties include defining multi-year security roadmaps that integrate cloud resilience, zero trust principles, and emerging AI/agentic system safeguards while ensuring alignment with global regulatory frameworks. The position involves advising C-suite leaders, governing enterprise-wide security standards, and mentoring future architects to drive innovation. This opportunity appeals to candidates seeking to lead high-impact security initiatives in a collaborative, hybrid work environment with a prestigious global organization known for its 400-year history and commitment to future-proofing financial services.

The Accountant role within PCL Construction's Civil West team supports operational and financial functions for construction projects. Key responsibilities include managing full-cycle accounting tasks, preparing client billing packages, performing monthly reconciliations, and assisting with financial forecasting and reporting. The position requires interpreting contract terms and ensuring compliance with insurance and bonding documentation. This opportunity is appealing due to the company's 100% employee-owned structure, which fosters a culture of shared success and long-term value. Employees benefit from extensive career growth pathways, leadership development, and access to specialized training through the College of Construction. The role is based in Tempe, Arizona, and offers a supportive environment that values diverse perspectives and professional development.

This full-time Legal Assistant role supports the Legal and Corporate Compliance team at Shared Medical Services, an employee-owned healthcare company based in Cottage Grove, Wisconsin. The position involves drafting and managing a high volume of commercial agreements, including vendor contracts and business associate agreements, while maintaining contract lifecycle systems. Key responsibilities also include supporting corporate governance activities, preparing board materials, and tracking intellectual property assets. The role offers a hybrid work arrangement after an initial training period and provides a collaborative culture where employees are empowered to make a meaningful impact on patient outcomes. Opportunities for professional growth and ownership through an Employee Stock Ownership Plan make this position particularly appealing for those seeking stability and engagement in the healthcare sector.

This Vice President role at Blackstone Private Wealth serves as a subject-matter expert for 1031 exchange and tax-deferred real estate solutions. The position supports fundraising and advisor engagement by partnering with investment teams to develop product positioning and manage the full product lifecycle. Key responsibilities include providing technical guidance on tax structures, coordinating due diligence with legal and compliance teams, and creating high-impact market commentary and client updates. The role appeals to professionals seeking to leverage deep private real estate expertise within a global platform managing significant capital. It offers a collaborative environment with opportunities to mentor junior staff and engage with high-net-worth clients across North America, Europe, and Asia, requiring occasional travel for meetings and industry events.

This Associate role within the Corporate & Investment Bank focuses on financial control for credit trading markets. The position ensures the accuracy and integrity of the firm's books and records by managing general ledger reconciliations, balance sheet substantiation, and inter-entity governance. Key responsibilities include analyzing variances between systems, overseeing month-end and quarter-end financial consolidations, and preparing primary financial statements for regulatory filings. The role appeals to candidates seeking to act as a subject matter expert on trading economics and accounting policies while driving process enhancements. It offers a collaborative environment working closely with middle office, technology, and business managers to strengthen the overall control framework.