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... a diversified financial services company. The Compliance Testing & Policies Manager will ... You will be a trusted advisor to business lines, handling complex aspects of the compliance ...

Advise, and partner and collaborate with, cross-functional teams, including Marketing, Business Development, Educational and Certification Programs, Information Technology, Finance/Accounting, Member ...

Managing client outreach: calling, contacting, and maintaining relationships with potential and existing clients and our business partners: accountants, cpa's, attorneys and financial advisors

Serve as the primary financial advisor to technology leadership, providing insights and guidance on financial matters. * Communicate complex financial information to non-financial stakeholders in a ...

Work with Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks ... Financial services and/or banking background * Attention to detail, excellent organization skills ...

Advise clients on structuring, negotiating, and documenting real estate finance transactions, ensuring compliance with regulatory requirements and alignment with clients' business objectives

World Insurance Associates ("World") is a unique financial services organization with a global ... Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your ...

Our latest newsletter, Advisor Upside, offers market insights, practice essentials and industry updates for wealth managers and financial advisors. Above all else, our mission is to empower forward ...

Lead Advisor is a wealth management consulting and search firm. This role is for a one of our clients, a financial planning firm in Midtown Manhattan, hiring for a recruiting/talent acquisition ...

... Assists Financial Advisors via MSSN/PSN calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses-Process daily ...

We've developed technology that makes it easy for insurance brokers and financial advisors to find best-fit coverage for their clients on an ongoing basis, but that's just the start. Our mission is ...

... financial advisors to ensure accuracy and timely payments. -Assist in monitoring and optimizing financial resources, ensuring every aspect of the principal's personal and professional expenses are ...

Troubleshoot functional issues in a complex financial environment, with various applications and architecture regionally and/or globally. Multi-tasking environment. * Crisis Management with ...

Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to ... Employee Assistance Program (mental health counseling and legal/financial advice) * Resources for ...

Assess the tax implications of partnership tax positions on high-net-worth partners, advising on ... financial planning. * Partner Inquiries and Support: Act as the primary point of contact for ...

In this role, you will be the primary point of contact for CPAs, RIAs, financial advisors, and individual clients, providing exceptional support and guidance in tax savings strategies. Your ability ...

Financial Modeling: develop and use robust financial modeling that highlights key performance ... With titles ranging from Operating Partner to Industry Advisor, to River Guide, the common thread ...

... risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and ... financial advice and services; and Oliver Wyman, the management consultancy. With over 81,000 ...

Advise clients in all aspects of their transactions, including structuring, documenting, and ... other financial institutions. * Work with various types of collateral, such as equity interests ...

The person will join a collaborative team that together operates the compliance function from start to finish, advising senior management and supervising outside counsel and consultants, but also ...

... financial and other resources for programs and services. BCHN's service area includes the entire ... Promotes health by advising patients concerning diet, hygiene, and methods for prevention of ...

... Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence ... Advise on booking models, product onboarding, and modeling into Murex. - Perform analysis ...

Respond as required to financial performance reports with adjustments to budget, discretionary spending, staffing and reservations * File weekly payroll in collaboration with accounting and payroll ...

Equitable Advisors is a reputable Financial Services firm committed to providing personalized financial solutions and exceptional client service. The candidate will be responsible for providing ...