- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... General Account Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and documenting SOX… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... developments/trends for cyber security related to third party risk management and third party contracting. + Manages a team...that significantly improve the quality of third party risk management and due diligence. + Responsible for management… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... problem tracking system. This includes Tier II incident and problem management executing within our ServiceNow incident, problem and change management… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... been experiencing growth and career development on our Account Management team and this is a great opportunity to...+ 3 - 5 + years' experience in account management and/or relationship management and retirement industry… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... add value and improve organizational operations by evaluating risk management , control, and governance processes. The Audit Analyst role...audit department and the company. * Partner with risk management and other first and second line partners to… more
- Umpqua Bank (Sacramento, CA)
- …+ Other responsibilities as assigned. + Demonstrates compliance with all bank and broker / dealer regulations for assigned job function as applied to designated ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Los Angeles, California San Diego, California San Jose,… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... and familiarity of native operating systems security technologies and device management capabilities to complement or enhance endpoint visibility and protection. +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferably within wealth management or financial services. + Familiarity with broker - dealer platforms; experience with LPL is strongly preferred. + Strong ... Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives supporting testing resources for the… more