Jobs › US jobs › Account Operations Principal (Series 24 Required), Assistant Vice President – Wealth Custody & Clearing

Account Operations Principal (Series 24 Required), Assistant Vice President – Wealth Custody & Clearing

Equest · Dallas · All 59 Equest jobs

Employment
Permanent
Level
Executive
Posted
28 Sep 2026

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Required skills, as the advert states them

  • Audit
  • Onboarding

Nice to have

  • Maintenance
  • Leadership
  • Compliance
  • Tax
  • Salesforce
  • AML
  • Communication Skills
  • Care Coordination
  • Emr

About this opportunity

Who we are looking for Wealth Custody and Clearing is seeking an experienced Assistant Vice President, Account Operations Specialist to support the execution of core account lifecycle operations across our introducing broker-dealer platform. This role operates within the Account Operations team and is responsible for the review, approval, and ongoing maintenance of client accounts, ensuring all activities are performed accurately, compliantly, and in alignment with firm…

Read the full advert and apply on Equest's site →

Collected from Equest's own careers site (Workday). Posted 28 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.