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  • Equities Franchise Analyst

    STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

    This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

    “Beware of scams. S3 never asks for money during its onboarding process.”

    Job Title: Equities Franchise Analyst
    On Site Work
    Duration: 6 Months
    Location: Salt Lake City UT 84101

    Job ref# 242284

    Job Summary and Responsibilities:

    • To mitigate Economic Affirmation risk in Equities, ensuring trade details are affirmed within department guidelines.
    • Mitigate the risk of any key economic differences between both our and Client’s bookings.
    • Ensures discrepancy resolution for any disputes raised by the clients on our confirmations in a timely manner.
    • Review and resolve discrepancies raised by clients on our confirmations.
    • Review of incoming counterparty documents and works with the counterparties to agree the confirmation templates to be executed.
    • Highlighting all discrepancies raised by clients promptly and working with Trading and Sales to ensure the trade has been accurately booked.
    • Follow up with clients on execution of Legal confirmation and electronic matching of trades
    • Ensure risk is mitigated for trades categorized as critical and high priority.
    • Escalate outstanding trades in Critical category risk to senior management

    Required Skills:

    • Understanding of risk and controls required to support derivative transactions
    • Contributes to the effectiveness of the team by working closely with colleagues by sharing information, skills, and responsibilities
    • Excellent attention to detail and accuracy
    • Effective problem solver
    • Takes actions to ensure that controls are in place and procedures are followed
    • Strong Microsoft Excel skills
    • Skilled at gathering and analyzing quantitative data to guide decision-making
    • Demonstrates strong leadership skills, ability to gather stakeholder support for initiatives across teams and see them through to execution

    Primary Responsibilities:

    • Set strategy and direction for tech and workflow initiatives that will improve execution process and mitigate risk efficiently.
    • Assist with reporting and presentations that articulate the overall compliance metrics, story, and strategy
    • Work directly with the line teams to identify non-compliant themes and patterns and improve execution timelines
    • Work closely with Ops Senior Management, Sec Div Compliance, and Sales PMDs in the Securities Division to develop and execute on firmwide compliance strategy
    • Set strategy and direction for the team that will improve compliance rates
    • Work directly with the line team to ensure risk is mitigated via Affirm and Confirmation process for EQD derivative trade confirmations
    • Demonstrate technical judgment and accuracy by ensuring the team understands the economics of the trade and verify the accuracy in the firm s booking systems
    • Mitigate risk through maintaining accuracy and procedural conformity
    • Assist in the resolution of any exceptions that may arise in a timely manner
    • Proactively partner with internal groups (sales, trading, compliance) to execute EQD confirmations
    • Design and initiate process improvements with thorough understanding the lifecycle of the trade and confirmations platforms
    • Act as a Client Relationship Manager, partner with the Sales and Trading desks to offer best in class client service
    • Take responsibility for maintaining timeliness in accordance with market standards and regulatory requirements
    • Review and detailed analysis of EQD derivatives trade documentation drafted by Legal, External Counsel or our Counterparties.
    • Implementation of small and incremental enhancements to the existing workflow.
    • Effectively manage all Operational and Reputational Risk.

    Education: Bachelor’s Degree

    July 3, 2025
  • Account Manager – Staffing

    Strategic Staffing Solutions looking for an Account Manager in Salt Lake City area

    Attention Military Veterans! Are you a self-motivated sales professional interested in working for a veteran friendly, woman owned company with more than 31 years of consecutive growth? Are you seeking a position with a dynamic and fast paced company that boasts one of the most generous comp plans in the staffing industry? If you’re a Military Veteran that craves daily challenges—and rewards—we want to talk to you ASAP about an Account Manager position supporting our customer in the Salt Lake City area.

    What We Want

    We’re interested in Military Veterans with at least 1 year of sales experience, with a proven track record in building strong relationships to truly understand the needs of those you serve: your customers. We’re looking for someone with a strong work ethic and sense of commitment who’s interested in working in a performance-oriented environment. Must like to work hard & have fun…very important! This position offers outstanding earning potential including base salary, laptop, expense reimbursement, and a generous commission and a bonus structure with NO cap… seriously, there’s serious money to be made, (our top Account Manager cleared $300K last year)!

    About the Job & More Stuff We Want

    • Track record of working with Customers to help define & meet their needs
    • Excellent communication, presentation & customer service skills
    • Proactively initiating new partnerships with targeted accounts & org chart development
    • Experience with promoting Customer development & building relationships with prospective Customers through office visits, presentations, and negotiations
    • Using strategic client hunting practices, industry/market analysis, internal communication, external promotions, and constant in-depth client analysis to uncover revenue opportunities
    • Establishing opportunities to present our value-proposition to strategic Senior Executive and Management level contacts
    • Ability to increase the number of qualified hiring contacts in database
    • Experience maximizing existing relationships by engaging Customers as their primary touch point within S3
    • Working with internal teams to ensure all lines of business within S3 are effectively represented to our customer base
    • Updating and maintaining Customer information in accordance with S3‘s standards
    • Tracking vendor agreements and completing accurate invoicing information
    • Locating contractors working at Client locations and refer them to recruiting (recruitment lead generation)
    • Desire to meet or exceed performance expectations

    Required Skills of an S3Account Manager:

    • A strong work ethic and sense of commitment
    • History of exceeding personal individual goals while working in a team environment
    • Able to work in a very fast paced, dynamic environment
    • Closing skills and the ability to build lasting relationships built on honest and integrity
    • Excellent communication, presentation, and customer service skills
    • Bachelor’s degree is preferred

    Other Interesting Stuff

    Compensation and Benefits:

    As an Account Manager you will receive a competitive base salary and uncapped commission potential.

    As an S3 employee, you’re eligible for a full benefits package that may include:

    • Medical, dental & vision insurance
    • 401(k)
    • Paid vacation & holidays
    • Life & disability insurance
    • Flexible spending accounts
    • Tuition reimbursement
    June 30, 2025
  • Compliance Analyst

    Compliance Analyst

    Location: Salt Lake City, UT (Onsite)
    Pay: $20/hr W2
    Duration: 4 Months

    Principal Responsibilities:

    Work with employees to ensure all necessary personal trading details are provided to the firm to enable trade monitoring in accordance with regulatory requirements
    Review employee requests to open and maintain personal brokerage accounts
    Review employee trading activity for potential conflicts of interest, policy or regulatory violations
    Conduct investigations to identify policy breeches
    Assist in the development of firm policy to ensure compliance with global personal trading laws and regulations
    Assist in the development of controls and system enhancements to improve the firm s compliance program
    Escalate situations, as appropriate, to legal professionals, relevant divisional compliance officers and business unit managers

    Education: Bachelor’s Degree Preferred

    June 30, 2025
  • Due Diligence Analyst

    Role: Due Diligence Analyst
    Location: Salt Lake City, UT


    What You’ll Do

    • Own relationships with senior clients, translating complex issues into clear, actionable advice.

    • Drive cross-functional projects—scope, analyze, present recommendations, and see them through to completion.

    • Partner with global teams (Product, Risk, Legal, Ops) to align goals and manage expectations.

    • Maintain high control standards and deliver crisp executive materials (decks, briefs, dashboards).


    What You Bring

    • Exceptional written & verbal communication; confidence with C-suite audiences.

    • 5+ years in consulting, client success, or strategic advisory.

    • Proven analytical/problem-solving skills and meticulous attention to detail.

    • Self-starter who thrives in fast-moving, team-oriented environments.

    • Advanced Microsoft Office skills and familiarity with modern web/CRM tools.

    June 28, 2025
  • Documentation Analyst (Interest Rate Products (IRP) )

    STRATEGIC STAFFING SOLUTIONS (S3) HAS A OPENING!

    Strategic Staffing Solutions is currently looking for an Documentation Analyst- Interest Rate Products (IRP), W2 contract opportunity with one of its largest Investment clients!!

    Job Title: Documentation Analyst
    Schedule: Onsite
    Location(s): Salt Lake City, UT
    Contract Length: 12 months
    Role Type: W2 only, no C2C, no 1099

    Job Summary:

    The role is in the Interest Rate Derivative Operations team, focusing on the confirmations and documentation areas. The role involves ensuring timely and accurate confirmation of trade economics with clients and internal stakeholders. The team members will play the key part in managing operational risk and supporting internal requirements.

    Key responsibilities:

    • Follow up with clients to obtain confirmations
    • Review internal reports and monitor outstanding items to ensure timely resolution
    • Partner with trading, sales, and other internal stakeholders to resolve breaks and discrepancies
    • Escalate aging or high-risk exceptions

    Required Skills:

    • Strong attention to detail
    • Strong written and verbal communication skills
    • Ability to work in a fast-paced environment
    • Strong team player and ability to work as a team
    • Familiarity with OTC derivatives and confirmation process is a plus

    Education: Bachelor’s Degree Required

    “Beware of scams. S3 never asks for money during its onboarding process.”

    June 19, 2025
  • Client Onboarding Specialist

    Client Onboarding Specialist

    Location: Onsite/Hybrid
    Pay: $23/hr W2
    Duration: 6 Months

    Job Description:

    We are seeking a Client Implementation Analyst to join our Private Wealth Management (PWM) Operations team. This role is an exciting opportunity for a motivated and organized professional to collaborate closely with PWM Advisor Teams, Legal, Compliance, and Anti-Money Laundering (AML) departments to facilitate account opening and maintenance for high-net-worth clients. The ideal candidate will combine strong customer service, documentation, and risk management skills with a commitment to delivering a seamless onboarding experience.

    Responsibilities:

    • Manage the end-to-end client onboarding process by reviewing and validating documentation for new PWM accounts.

    • Partner with PWM Advisors and internal departments to ensure client documents are complete, accurate, and submitted timely.

    • Perform due diligence and review accounts for compliance with AML and Know Your Client (KYC) regulations.

    • Coordinate with legal, compliance, and AML teams to resolve account issues or discrepancies.

    • Process and track client requests for additional account services such as options trading, margin, checking, and debit cards.

    • Verify data integrity across internal systems to ensure correct setup for statements, reporting, and cash services.

    • Actively contribute to improvements in onboarding processes and documentation workflows.

    • Maintain high levels of client satisfaction by managing expectations and resolving issues efficiently.

    Basic Qualifications:

    • Bachelor’s degree required.

    • Strong proficiency in MS Office (Excel, Word, Outlook) and web-based applications.

    • Exceptional organizational and multitasking skills.

    • Demonstrated ability to prioritize and manage time effectively.

    • Excellent problem-solving and judgment skills.

    • Strong verbal and written communication abilities.

    • Customer service-oriented with a professional demeanor.

    Preferred Qualifications:

    • FINRA Series 7, 9, 10, or 4 licenses.

    • Foreign language proficiency.

    • 1+ years of experience in the financial services industry, particularly in AML, Compliance, or Client Onboarding.

    June 17, 2025
  • Trading Analyst

    Equity Derivative & Structuring Operations Analyst

    Location: Salt Lake City, UT – Onsite
    Pay: $23/hr W2
    Contract Length: 6 Months
    Industry: Financial Services / Investment Banking

    Position Summary:

    We are seeking a detail-oriented and analytical Equity Derivative & Structuring Operations Analyst to support equity derivatives trading operations. This role involves coordinating with trading desks, legal teams, and external counsel to ensure timely, accurate, and compliant derivative trade documentation. The successful candidate will support operational strategy, regulatory adherence, and system enhancements across the Derivatives Confirmation Platform (DCP).

    Key Responsibilities:

    • Prepare and review legal documentation for non-standard derivative trades in coordination with Trading, Legal, and external counsel.

    • Ensure confirmations align with ISDA Definitions, Supplements, and Master Confirmation Agreements.

    • Partner with the Equity Derivatives Trading Desk to assess the operational impact of new business initiatives and drive business plan execution.

    • Support daily trading operations and resolve trade discrepancies to ensure strong client service.

    • Translate evolving regulatory requirements into actionable functional requirements and advise the business accordingly.

    • Collaborate with Technology and Operations on projects aimed at improving scalability and efficiency of the Derivatives Confirmation Platform (DCP).

    Preferred Qualifications:

    • Solid understanding of derivatives and financial markets (coursework, training, or internships are a plus).

    • Excellent attention to detail, with strong organizational and documentation skills.

    • Ability to work under pressure and meet tight deadlines in a fast-paced environment.

    • Strong verbal and written communication skills and ability to build relationships across functions.

    • Proficiency with Microsoft Excel and Word; familiarity with legal or trading platforms is a plus.

    Education:

    • Bachelor’s degree in Finance, Law, Business, or a related field.

    June 5, 2025
  • Tax Operations Analyst

    Job Title: Tax Operations Analyst
    Location: Tax Operations Analyst
    Job Type: W2
    Job Category: Operations


    Job Overview:

    We are seeking a Tax Operations Analyst to join our growing team. This role is ideal for a highly analytical and detail-oriented individual who enjoys navigating complex regulatory requirements and ensuring operational accuracy. You will review client tax documentation, provide support for client inquiries, and help maintain tax compliance for a global financial services environment.


    Key Responsibilities:

    • Review and validate client tax documentation such as W-9, W-8BEN, W-8BEN-E, W-8IMY, and other related forms.

    • Provide tax-related operational support to Investment Professionals, Client Service Representatives, and clients.

    • Respond to inquiries related to client documentation with accurate, regulatory-compliant analysis based on individual facts and circumstances.

    • Analyze and resolve exceptions and breaks arising from the documentation processes.

    • Ensure compliance with U.S. tax regulations around client documentation and accurate withholding.

    • Support scalable documentation and tax reporting processes across business units.

    • Collaborate with internal teams across functions to complete time-sensitive and strategic operational tasks.

    • Maintain a high level of data accuracy and documentation integrity.


    Your Impact:

    You will play a vital role in maintaining the firm’s regulatory compliance while directly supporting both internal stakeholders and external clients. You’ll gain in-depth knowledge of client tax documentation and have the opportunity to contribute to process improvements in a fast-paced, dynamic environment.


    Basic Qualifications:

    • Bachelor’s degree required (Accounting, Finance, Business Administration, or related field)

    • Relevant experience in Operations, Taxation, Accounting, Auditing, or similar fields

    • Excellent analytical, problem-solving, and communication skills

    • Strong attention to detail and a proactive, ownership-driven mindset

    • Ability to prioritize and multitask in a fast-paced environment

    • Intermediate to advanced Excel skills

    • Demonstrated ability to work across teams and influence key stakeholders

    • Strong understanding of complex workflows and potential operational risk


    Preferred Qualifications:

    • Familiarity with U.S. tax documentation forms: W-9, W-8BEN, W-8BEN-E, W-8IMY

    • Understanding of KYC (Know Your Client) processes and onboarding

    • Working knowledge of SQL and Alteryx

    • Experience in data analysis and tax reporting functions within the financial services industry

    June 4, 2025

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