In compliance with applicable laws, HSBC is committed to employing only those who are authorised to work in the US. As a Wealth Relationship Officer, you will provide high-quality sales support to Wealth Relationship Managers, reducing their time spent on process and administrative tasks to increase their capacity to meet clients and conduct higher-value activities. You will also support Wealth Relationship Managers in managing client contact and service, including answering client calls, resolving client enquiries, and facilitating a smooth hand-off to the correct channels where appropriate.
\nYou will have regular contact with clients regarding their accounts, under the direction of a registered securities representative. You will enter orders for clients and open new client accounts at the direction of the registered representative.
\nThe role requires a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI's (HSBC Securities Inc. USA) brokerage products. You will also need to have knowledge of relevant U.S. regulatory governance related to Anti Money Laundering, as well as local and Group compliance regulations.
\nAs an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also have access to a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.
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\nKey responsibilities include providing sales support to licensed sales staff, preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirements. You will also have regular contact with clients regarding their accounts, under the direction of a registered securities representative, and enter orders for clients and open new client accounts at the direction of the registered representative.
\nTo be successful in this role, you will have a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI's (HSBC Securities Inc. USA) brokerage products. You will also be registered or obtain approval for registration with the necessary States where registered representatives conduct business, and have good experience in the financial services industry. Additional requirements include knowledge of brokerage products and services, operations to support them, and pertinent regulations affecting their delivery, as well as Anti-Money Laundering and relevant regulatory governance in the US.
\nAs an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, in a welcoming and inclusive work environment.
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\nA century later, most investment platforms still feel like they were designed for the speculative crowd. Mercury is building something different. We believe startups and growing businesses deserve investment infrastructure that is principled, transparent, and embedded in the tools they already use to run their finances.
\nOur Treasury product already helps thousands of companies put their idle cash to work, and Mercury Invest brings investing to our personal banking customers. We operate a registered investment adviser and are standing up an introducing broker-dealer to support these offerings.
\nWe're looking for a Head of Investments to lead this effort across both our business and personal investing products. This role will also serve in formal regulated capacities, including President of Mercury Advisory (our registered investment adviser) and CEO of our introducing broker-dealer.
\nThis is a rare role: part investment leader, part product leader, and part regulatory executive. You'll sit in the Product org, working at the intersection of investments, product development, brokerage operations, and compliance, ensuring that as we scale our investment platform, we do so with the rigor and care our customers trust us for.
\nIn This Role, You'll...
\nYou Might Be a Great Fit If You...
\nOrganizational Context
\nThe total rewards package at Mercury includes base salary, equity, and benefits.
\nOur salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
\nOur target new hire base salary ranges for this role are the following:
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