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2 results for Wto jobs
- San Ramon, CA
- onsite
- Permanent / Full Time
- 75000 - 85000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Trader</p><p>📍 San Ramon, CA (Hybrid)</p><p>🏢 Growing, Independent Wealth Management Firm</p><p>💰 Competitive Base + Bonus + $401K Match</p><p><br></p><p>This is an outstanding opportunity for someone who thrives in fast-paced, detail-oriented work and wants to build a long-term career within the investment management industry.</p><p><br></p><p>Our client, a growing and well-established independent wealth management firm, is seeking a <strong>Trader</strong> to become a key part of its investment operations team. This role offers direct exposure to portfolio management, trading operations, and advisor collaboration, making it an ideal stepping stone for professionals interested in eventually pursuing an <strong>Investment Analyst</strong> or broader investment management career path.</p><p><br></p><p>Best of all? You'll gain exposure to real-world portfolio trading without the pressure of client-facing sales responsibilities.</p><p><br></p><p><strong>What You'll Do</strong></p><p>📈 Execute and process 40-80 trades daily across major custodial platforms</p><p>📊 Maintain exceptional accuracy and data integrity for all trade activity</p><p>🤝 Partner closely with financial advisors and investment professionals to execute portfolio decisions</p><p>🔍 Investigate and resolve trade discrepancies and operational exceptions</p><p>⚡ Monitor trading activity and escalate risk or compliance concerns when needed</p><p>🚀 Support reporting, operational improvements, and special projects across the investment team</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p>🌟 Established and growing wealth management firm with a strong reputation</p><p>📈 Clear track record of internal promotions and career advancement</p><p>🏡 Hybrid work schedule offering flexibility</p><p>💼 Work directly alongside advisors and investment professionals</p><p>💰 Bonus opportunity plus automatic 3% 401(k) contribution</p><p>🏥 Comprehensive medical, dental, vision, life, and disability coverage</p><p>⚖️ Excellent work-life balance with market-hour scheduling</p><p>🚀 Ideal launching pad for a future Investment Analyst, Portfolio Analyst, or Investment Operations career</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-09T00:00:00Z
- Lexington-fayette, KY
- onsite
- Temporary to Hire
- 19.95 - 23.1 USD / Hourly
- We are looking for a Negotiator to join a hospitality-focused team in Lexington-Fayette, Kentucky in a contract opportunity with permanent potential. This position supports customers with extended-stay lodging needs by sourcing suitable hotel options, securing competitive rates, and guiding reservations from request through confirmation. The ideal candidate is comfortable making decisions quickly, working through obstacles, and delivering a high level of service in a fast-paced office environment.<br><br>Responsibilities:<br>• Coordinate extended-stay reservation requests, primarily for lodging needs of 30 nights or more, while ensuring each booking aligns with customer expectations.<br>• Evaluate available hotel options against client policies and select recommendations that balance cost, quality, and program compliance.<br>• Lead rate discussions for longer-term stays, including requests of 45 nights or more, to achieve favorable pricing under established guidelines.<br>• Handle complex booking situations involving limited inventory, short turnaround times, or restricted negotiating leverage while still seeking cost savings.<br>• Build and maintain productive relationships with hotel partners to obtain discounted rates, special offers, and proposal opportunities for current and prospective business.<br>• Monitor booking activity to uncover savings opportunities, market patterns, and consolidation strategies that can improve value for clients.<br>• Resolve day-to-day issues involving hotels and customers, including reservation updates, extensions, early departures, and other stay modifications.<br>• Partner with internal teams and consult directly with clients to recommend lodging solutions that best fit travel requirements, preferences, and deadlines.<br>• Participate in required training sessions, team meetings, and scheduled on-call coverage outside standard hours when assigned.
- 2026-11-11T00:00:00Z