Fixed Income Operations Specialist

You will serve as the operational backbone of the investment sales desk for a premier wholesale financial institution, focusing on high-touch executive communications and consultative support for credit union C-suite leaders and CFOs. This role leverages your financial background, attention to detail, and professional communication skills to manage trade support, rate administration, and executive client inquiries while obtaining fully sponsored FINRA Series 7 and Series 63 licenses.

About the Team

You will join a tight-knit, highly collaborative fixed-income investment desk supporting credit union executive partners across the region. The organization is a multi-billion-dollar wholesale financial institution dedicated to providing liquidity, investment products, and balance sheet solutions to credit unions. Known for exceptional stability and industry leadership, they offer an environment where employees build long-term careers, supported by strong institutional values and an average employee tenure of over 10 years. This role provides direct exposure to capital markets operations while working alongside experienced investment professionals.

Responsibilities

• Compile and distribute daily rate sheets and fixed-income offering materials directly to credit union CEOs, CFOs, and investment managers.
• Serve as a dedicated operational partner to senior investment sales reps, handling trade verification, settlement tracking, and portfolio record updates.
• Field high-touch, non-scripted operational inquiries from institutional executive clients via phone and formal written correspondence.
• Maintain meticulous client interaction records, audit trails, and portfolio data within Salesforce and internal financial platforms.
• Utilize proprietary CD issuing software and internal rate platforms (SimpliCD) to compile, update, and distribute daily fixed-income offering sheets.

Requirements

• Minimum of 3 years of professional experience within banking operations, treasury management, trust administration, brokerage support, wealth management, or fixed-income markets.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent combination of education and experience).
• Active SIE, Series 6, 7, 63, or 66 preferred—fully sponsored Series 7 and Series 63 licensing provided for qualified candidates.
• Advanced Microsoft Excel skills, hands-on CRM experience (Salesforce preferred), and practical knowledge of financial terminals (Bloomberg) and core banking/CD platforms (e.g., SimpliCD, FIS, Fiserv, or Jack Henry).
• High precision under daily market deadlines, strong data accuracy, excellent organizational skills, and knowledge of fixed-income instruments (CDs, bonds).

Benefits

• 4 weeks of paid vacation starting in Year 1 + 11 paid official holidays.
• Immediate 6% 401(k) match on 5% employee contribution.
• Full medical, dental, vision, and life insurance.
• Paid parental leave.
• 100% employer-funded FINRA exam preparation and licensing fees.

Pay

$72,000 – $78,000 base salary per year.

Schedule

Monday – Friday, 40 hours per week (Standard Business Hours).

Location: Columbus, OH (Polaris Area) – 100% onsite. All employment offers are contingent on the successful completion of a pre-employment criminal background check. Applicants must possess work authorization that does not require visa sponsorship now or in the future.