Senior Specialist, Direct Investments Job at BarkleyOKRP (Kansas City, MO)

Senior Technical Operations Treasury Specialist

Mercury is building a complete finance stack for startups. We work hard to creat...

Location

United States , San Francisco; New York; Portland

Salary:

95600.00 - 132800.00 USD / Year

Mercury

Expiration Date

Until further notice

Requirements

Hold active FINRA Series 7, 63, 24
Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows
Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling
Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment
Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly

Job Responsibility

Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling
Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements
Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs
Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency
Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency
Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption

What we offer

base salary
equity (stock options)
benefits

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Wealth Controller

The Finance Accounting Sr. Manager (C13) accomplishes results through the manage...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Above 10 years of relevant experience
In-depth knowledge Local and US GAAP
Familiarity with finance functions and systems
Management experience of team of professionals as well as familiarity with banking products and reporting requirements as well as legal vehicle governance and control
CPA or Chartered Accountant Preferred
Bachelor’s/University degree, Master’s degree preferred

Job Responsibility

Supports the management and control data flows to and within Finance applications to ensure integrity and completeness of data, including by preparing and recording financial transactions for legal vehicle and regulatory reporting purposes, updating the general ledger, recording financial transactions, and preparing of consolidated financial statements, in accordance with management reporting requirements, for legal vehicle & regulatory purposes
Also includes specialized accounting, such as equity compensation, securitization, payroll and investment accounting
Manages complex/critical/large professional disciplinary areas
Leads, directs and manages a team of professionals
Uses a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function and applies in-depth understanding of the business impact of technical contributions
Accountable for delivery of a full range of services to one or more businesses/geographic regions
Regularly interacts with peers within the company and externally, including regulators and professional organizations
Provides advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy
Manages a sub Infrastructure unit or specialist function
Has the ability to operate with a limited level of direct supervision

What we offer

Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Expanded Paid Parental Leave Policy for employees worldwide
Access to an array of learning and development resources to help broaden and deepen your skills and knowledge
Generous paid time off packages
Tools and resources to volunteer in the communities in which employees live and work
Work-life balance programs

Fulltime

Senior Planner

This is a high-profile role for a financial planning professional who blends tec...

Location

United States , Marin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® or Series 65 required
Bachelor’s degree in Finance or related field
Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions
Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management
Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)

Job Responsibility

Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs
Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors
Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations
Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization
Co-present financial strategies and tailored recommendations during client meetings with advisory partners
Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions
Coach and develop junior team members in Operations and Client Services
Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management
Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards
Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

New

Senior Lead Specialty Asset Advisory Specialist

Wells Fargo is seeking a dynamic business development leader to join our Special...

Location

United States , MINNEAPOLIS; CHICAGO

Salary:

153000.00 - 239000.00 USD / Year

Wells Fargo

Expiration Date

February 06, 2026

Requirements

7+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Capture sizable new specialty assets (real estate, oil, gas & mineral interests, and closely held business interests) and develop new client relationships for the Specialty Asset Management group within a given territory, focusing on high growth and business expansion
Provide team leadership and oversight of real estate acquisitions on behalf of wealth management clients in the region in accordance with the governing instruments, fiduciary laws, bank policies and procedures
Lead the strategy and resolution of highly complex specialty asset portfolios to meet specific client objectives
Provide in depth portfolio analytics to ensure client portfolios are properly diversified and managed to achieve maximum investment performance
Recommend solutions that are long-term, large scale and require the design and implementation of strategic business plans
Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions intended to lead to new specialty asset relationships and client servicing for complex portfolios of specialty assets in accordance with the governing regulations, laws, and Wells Fargo policies and procedures
Strategically engage with internal partners to deliver best in class client service
Advise Wealth and Investment Management leaders, key sales professionals, relationship managers, Fiduciary Strategists, Portfolio Managers, Financial Advisors and other specialists

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Vp java application developer

We are seeking an experienced Java Developer to design and develop the Equities ...

Location

China , Hong Kong

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Strong Java skills
Experience with OMS/EMS systems
Experience with multithreaded applications
Linux performance tuning
Scripting (Python/Bash)
Solid foundation in computer science concepts
Investment banking experience (preferred)
Knowledge of C# (preferred)
Advanced Linux expertise (preferred)
Familiarity with Agile development (preferred)

Job Responsibility

Design and develop the Equities Cash OMS/EMS trading platform for regional equities exchanges
Build and enhance trading systems integrated with electronic, program, and high-touch trading desks
Ensure high reliability through simulation and testing
Support analysis, operations, and code reviews
Collaborate with senior stakeholders, including Front Office Trading and Sales, to gather requirements
Contribute to product strategy and make architectural decisions
Development and delivery of high-quality software solutions
Cross-functional collaboration with product managers, designers, and other engineers
Collaboration with peers, participate in code reviews
Stay informed of industry technology trends and innovations

What we offer

Competitive holiday allowance
Life assurance
Private medical care
Pension contribution

Fulltime

Digital Engagement Strategist

At Horizontal Digital, we hold ourselves to one key belief: You’re only as good ...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Horizontal Digital

Expiration Date

Until further notice

Requirements

~10+ years of experience in digital strategy, product, delivery, or consultancy roles in an agency setting
Proven ability to lead complex transformation programmes and Continuous Improvement (CI) programmes
Strong understanding of agile-based and waterfall delivery models and are comfortable flexing between traditional and adaptive methodologies
Hands-on knowledge of DXP & MarTech ecosystems and extensive experience working with at least one enterprise CMS (e.g. Sitecore, Adobe, Optimizely, Acquia, LifeRay) preferably with at least one relevant platform certification or qualification
Confidence in managing senior stakeholders and leading difficult, high-stakes conversations
Experience spending meaningful time working on-site with clients and are comfortable committing to a hybrid working week of client-side office days, agency office days and working from home
Strong collaboration and communication skills—able to guide and inspire cross-functional teams
Experience with service blueprints, customer journey mapping and organisational change facilitation
Curiosity for AI, emerging technologies and evolving customer experience trends
Two recent case studies you can share in interview to demonstrate your impact

Job Responsibility

Act as the primary digital engagement lead across one or more strategic accounts—guiding clients through Discovery, Strategy, Design, Development and Delivery
Proactively identify improvement opportunities on live platforms, ensuring our work evolves through a Continuous Improvement (CI) mindset
Translate complex business needs into phased outcome-led roadmaps that guide both near-term delivery and long-term transformation
Act as the internal voice of the client and the external voice of the product - ensuring everything we deliver is connected to a clearly defined product vision, prioritised roadmap, and measurable business value
Provide clear strategic direction to delivery teams - partnering with Design, Tech, and Delivery Leads to ensure alignment on capacity, velocity, and value, while stepping back from day-to-day delivery management
Support clients in shaping go-to-market (GTM) strategies, service propositions, or business design initiatives - particularly during Discovery or early-phase engagements
Help shape commercial models and prioritisation trade-offs in partnership with clients - aligning budgets, ambition and investment phasing across multi-stage programmes
Build credibility with senior stakeholders—offering a clear, structured point of view while flexing between corporate polish and startup hustle
Operate as a connector across disciplines: delivery, strategy, design, content, data and technology
Shape and steer multi-disciplinary teams to deliver experience-led digital transformation programmes

Head of cyber threat exposure and attack surface management

Lead the enterprise-wide Continuous Threat Exposure Management (CTEM) strategy, ...

Location

United Kingdom , Knutsford

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Experience in cybersecurity with direct exposure to vulnerability management, red teaming, or threat exposure reduction
Proven track record leading programs integrating CSPM, SSPM, ASM, BAS, or exposure correlation technologies
Strong understanding of attack paths, adversary emulation, and continuous validation concepts

Job Responsibility

Own and drive the global CTEM strategy, establishing a continuous, threat-driven exposure management lifecycle aligned with NIST, MITRE, and CISA Secure-by-Design principles
Lead and develop a high-performing CTEM team, fostering collaboration, technical excellence, and an outcome-driven culture
Integrate and oversee key exposure management technologies, including Cloud Security Posture Management (CSPM), SaaS Security Posture Management (SSPM), Attack Surface Management (ASM), Breach & Attack Simulation (BAS), and other exposure correlation platforms
Correlate assets, identity, vulnerability, and configuration to identify high-impact, exploitable attack paths and inform prioritized remediation strategies
Collaborate with Application Security, Vulnerability Management, Red Team, and Security Operations to synchronize discovery, validation, and remediation of exposures across the enterprise
Align CTEM outputs with real-world adversary behaviors, leveraging Red Team and Threat Intelligence input to validate attack paths and focus on exploitable conditions
Drive automation and AI-enabled analytics to continuously map, assess, and measure reductions in the organization’s attack surface
Translate technical findings into business risk language, enabling senior leadership and risk committees to make data-driven investment decisions
Define and lead CTEM governance and operating models, ensuring exposure assessments, validation, and remediation tracking are embedded in operational processes
Establish clear KRIs and maturity metrics that demonstrate continuous improvement in visibility, validation, and response effectiveness

What we offer

Competitive holiday allowance
Life assurance
Private medical care
Pension contribution

Fulltime

Senior Specialist, Direct Investments

BarkleyOKRP

Location:
United States , Kansas City, MO ▼
Austin, TX
Denver, CO
Chicago, IL
New York, NY

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 26, 2026

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