- Deloitte (Austin, TX)
- …Management, Data Access Governance, Data Loss Prevention, Cloud Access Security Broker , Encryption, Certificate Lifecycle Management, Cloud Security, SaaS Security + ... with data risk program design, including alignment to cybersecurity and compliance programs. + Experience working with data protection and information security… more
- WTW (Houston, TX)
- …general direction and focuses on financial statement preparation and review, regulatory compliance , and client relationship management. The position plays a key part ... service providers. **Specific Responsibilities:** **Insurance** + Liaison with insurance broker and reinsurance brokers as required. + Assist with underwriting… more
- ReSource Pro (Waco, TX)
- …in helping customers with their needs over the phone? ReSource Pro Compliance , is looking for an organized, team-oriented Customer Experience Associate to join ... Experience Associate provides front-line customer service support to ReSource Pro Compliance customers by processing tasks related to insurance regulatory … more
- Deloitte (Dallas, TX)
- …solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity ... and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex… more
- City National Bank (Dallas, TX)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker /Dealer, Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance , Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works… more
- Deloitte (San Antonio, TX)
- …a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with ... Tax LLP and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax… more
- Lincoln Financial (Austin, TX)
- …participant communications - in partnership with external administration vendor. * Ensure compliance with applicable regulations such as IRC 409A and coordinate with ... administration of Bermuda-specific employee benefit programs in alignment with business and compliance needs. * Serve as the key liaison with benefits vendors and… more
- Kestra Financial (San Antonio, TX)
- …requests are handled accurately and in a timely manner, while maintaining compliance with industry regulations. + Build and strengthen client relationships through ... concepts and processes to clients in an accessible manner. Operational Efficiency & Compliance + Maintain and update the CRM database to ensure accurate records and… more
- Kestra Financial (Plano, TX)
- …timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. * Successfully partner with Broker Dealer for new ... account establishment, account maintenance, and compliance * Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage… more
- ADP (El Paso, TX)
- …support. + Experience at a large Insurance Carrier and/or National Benefit Broker a plus **Travel:** 20-30% domestic travel **YOU'LL LOVE WORKING HERE BECAUSE ... and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the...conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our… more