Top 148 Finance operations occupations Jobs in Gilbert, Az

Analyst, Fixed Income
LPL Financial Corp —Tempe, AZ
- $29.36 - $48.93 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
1d
New Business Processor
Grayling Associates, Inc. —Scottsdale, AZ
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
Account Services Associate
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $60,000 - $75,000 a year
- Research
- Office
- Finance
Account Services Specialist
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $75,000 - $85,000 a year
- Microsoft Excel
- Office
- Finance
Business Support Specialist II
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
- Profit sharing
- Health savings account
19h
Consumer Investments Money Movement Service Representative - Chandler, AZ
Bank of America —Chandler, AZ
- Full-time
- Research
- Financial services
- Entry level
4d
Associate, Payroll Operations
Vestwell —Scottsdale, AZ
- $60,000 - $72,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
Quick Apply
Associate Director of Supervision
Northwestern Mutual —Phoenix, AZ
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial and Operations Principal (FINOP)
Alpine Securities Corporation —Paradise Valley, AZ
- $84,738.15 - $102,050.24 a year
- Full-time
- 7 years
- CPA
- Office
- Paid holidays
- Health insurance
Quick Apply
3d
Senior Associate, Investor Operations
CIM Group, LP —Phoenix, AZ
- Full-time
- Microsoft Excel
- 5 years
- Office
- Wellness program
- Paid parental leave
Quick Apply
Operations Specialist
Amwins —Scottsdale, AZ
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
Business Support Specialist
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
- Profit sharing
- Health savings account
19h
Administrative Operations Specialist
Brighton Jones —Scottsdale, AZ
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Trading Associate
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $65,000 - $75,000 a year
- Microsoft Excel
- Research
- Office
Analyst, Alt Investments
Northern Trust Corp. —Tempe, AZ
- Full-time
- Research
- Office
- Finance
Treasury Operations Analyst I
UKG (Ultimate Kronos Group) —Scottsdale, AZ
- $46,900 - $67,400 a year
- Hybrid work
- Research
- Mid-level
- Finance
Operations Associate - Client Services
Parallel Advisors —Scottsdale, AZ
- $50,000 - $72,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Consumer Investments Account Maintenance Generalist - Chandler, AZ
Bank of America —Chandler, AZ
- Full-time
- Research
- Office
- Analysis skills
- Opportunities for advancement
4d
Operations Specialist
Modern Wealth Management —Mesa, AZ
- $65,000 - $75,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
20h
Client Associate/Registered Client Associate
Royal Bank of Canada —Scottsdale, AZ
- Full-time
- Research
- Office
- Bachelor's degree
13d

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finance operations occupations jobs near gilbert, az

Analyst, Fixed Income

LPL Financial Corp -
Tempe, AZ

Quick Apply

Job Details

Full-time
$29.36 - $48.93 an hour
1 day ago

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Operational analysis
Financial regulatory compliance monitoring
Investment operations
Spreadsheets
AI tools proficiency
Employee relationship building
Mid-level
Trade reconciliation
Improving operational efficiency
Bloomberg
Compliance reporting
Series 7
Analysis skills
Bachelor's degree
Continuous improvement
Relationship management
Management reporting
Financial services
Regulatory compliance analysis
Trade desk support
Legal compliance
2 years
Communication skills
Series 63

Full Job Description

Where Ambition Meets Innovation:

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Analyst, Fixed Income reviews activity in the trading inventory accounts and works closely with management, senior analysts, Trading Compliance, and other departments to provide regulatory and procedural oversight to the fixed-income trading desk. Assignments are complex and require sophisticated analysis combined with seasoned judgment. The Analyst will operate with wide latitude for making independent decisions, determinations, and recommendations, which typically have significant financial, operational, legal, or reputational impact. Supporting Fixed Income Trading, the Analyst will also be responsible for entering trades that can’t be entered by Traders, resolving trade fails, identifying and repairing trade rejects and other trade-related issues in a high volume fast-paced environment.

Responsibilities:

Reconciling Fixed Income inventory accounts
Working with Senior Analysts to ensure timely reporting of fixed-income transactions
Review, prepare and present regulatory report cards to management
Reviewing processes for efficiencies and providing recommendations to management
Assisting and working closely with Municipal Bond & Money Manager Traders

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

Bachelor's degree or 2+ years of financial services experience
Series 7 & 63 licenses or ability to obtain within 3 months of hire
Hybrid role based out of our Tempe office

Core Competencies:

Microsoft Excel knowledge with the ability to improvise solutions integrating Excel spreadsheets with various back-end databases
Exceptional oral and written communication skills and the ability to independently draft letters and other documents
Analytical and organizational skills and the ability to keep track of multiple deadlines and projects
Attention to detail
Create and maintain positive relationships with other LPL departments and outside vendors for research purposes
Maintain a positive attitude toward routine daily reports

Preferences:

Bloomberg, BETA knowledge
Working knowledge of fixed-income products
Comfortable with utilizing AI products

#LPL-PA

#LPL-H1

Pay Range:

$29.36-$48.93/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

Quick Apply

Refine Your Search

finance operations occupations jobs in gilbert, az

Analyst, Fixed Income

New Business Processor

Account Services Associate

Account Services Specialist

Business Support Specialist II

Consumer Investments Money Movement Service Representative - Chandler, AZ

Associate, Payroll Operations

Associate Director of Supervision

Financial and Operations Principal (FINOP)

Senior Associate, Investor Operations

Operations Specialist

Business Support Specialist

Administrative Operations Specialist

Trading Associate

Analyst, Alt Investments

Treasury Operations Analyst I

Operations Associate - Client Services

Consumer Investments Account Maintenance Generalist - Chandler, AZ

Operations Specialist

Client Associate/Registered Client Associate

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