Senior Wealth Operations Specialist - Corporate Actions

Full-time Management & Operations

The Role: The primary focus of the role will be Corporate Actions (COAC) oversight and management across a diverse range of wealth management client portfolios. Being one of the founding members of the operations team, the role will naturally broaden to support additional operational activities, providing exposure across multiple functions within a modern wealth management platform. We are looking for someone who enjoys solving problems, takes ownership of outcomes, and is excited by the opportunity to contribute to a brand‑new service offering within Market Securities Group.

Key Responsibilities

Corporate Actions Oversight

• Act as the subject matter expert for Corporate Actions across the wealth management platform.
• Provide oversight of corporate action events administered through the firm’s global custodian, ensuring events are accurately processed, monitored and reconciled.
• Review and monitor mandatory corporate actions including ...