3 wem partner manager jobs found

Role: Due Diligence Analyst Location: Salt Lake City, UT What You'll Do Own relationships with senior clients, translating complex issues into clear, actionable advice. Drive cross-functional projects-scope, analyze, present recommendations, and see them through to completion. Partner with global teams (Product, Risk, Legal, Ops) to align goals and manage expectations. Maintain high control standards and deliver crisp executive materials (decks, briefs, dashboards). What You Bring Exceptional written & verbal communication; confidence with C-suite audiences. 5+ years in consulting, client success, or strategic advisory. Proven analytical/problem-solving skills and meticulous attention to detail. Self-starter who thrives in fast-moving, team-oriented environments. Advanced Microsoft Office skills and familiarity with modern web/CRM tools.

Client Onboarding Specialist Location: Onsite/Hybrid Pay: $23/hr W2 Duration: 6 Months Job Description: We are seeking a Client Implementation Analyst to join our Private Wealth Management (PWM) Operations team. This role is an exciting opportunity for a motivated and organized professional to collaborate closely with PWM Advisor Teams, Legal, Compliance, and Anti-Money Laundering (AML) departments to facilitate account opening and maintenance for high-net-worth clients. The ideal candidate will combine strong customer service, documentation, and risk management skills with a commitment to delivering a seamless onboarding experience. Responsibilities: Manage the end-to-end client onboarding process by reviewing and validating documentation for new PWM accounts. Partner with PWM Advisors and internal departments to ensure client documents are complete, accurate, and submitted timely. Perform due diligence and review accounts for compliance with AML and...

Securities Settlements Analyst Pay: $23.00 Salt Lake, City Duration: 6 months YOUR IMPACT The Securities Settlements team is seeking a skilled professional who will help manage settlements. In this role, you will apply your quantitative, problem solving and customer service skills to support the various business units and clients. You will also play a key role in suggesting and implementing process improvements on the team to mitigate risks and enhance the overall client experience. OUR IMPACT Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls...