yoinka

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

State Street

DallasFull TimePrincipal
Sign in to applyVerified 1h ago
Location
Dallas
Employment
Full Time
Work model
On-Site
Level
Principal
Posted
1d ago

About this role

We are looking for an experienced Account Operations Principal to support core account lifecycle operations, focusing on account onboarding and maintenance. You will review and approve new accounts, ensure regulatory compliance, and oversee complex account structures. Ideal for candidates with broker-dealer or custody operations expertise and strong leadership in account management.

Account Operations Principal (Series 24 Required), Assistant Vice President – Wealth Custody & Clearing at State Street, Dallas | Yoinka