- Deloitte (Morristown, NJ)
- …funds, private equity, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- Lincoln Financial (Radnor, PA)
- …or Actuarial Science is required *Master's level or Advanced degree preferred but not required **Experience** *3-5 years of increasing experience in ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- TD Bank (New York, NY)
- …degree or progressive work experience + 5-7 Years of related experience ** Preferred Qualifications:** + Advanced degree (JD, MBA, or Masters in Financial ... the equivalent experience at a regulatory body (eg, leading a bank or broker /dealer exam team). + Surveillance experience at Financial Market Regulator (eg, SEC,… more
- Deloitte (Milwaukee, WI)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, and/or LLM +… more
- JPMorgan Chase (Columbus, OH)
- …and drive control design that support unique regulatory environment for the broker -dealer subject to oversite by the bank and Retail Non-Deposit Investment ... experience in controls, audit, quality assurance, risk management, or compliance preferred + Strong understanding and experience with Operation Risk Management, and… more
- Institute of Electrical and Electronics Engineers (Piscataway, NJ)
- …and IEEE's global community of volunteers and professionals. As an honest broker , providing balanced, objective insight into complex issues and presenting multiple ... etc.) EDUCATION Bachelor's degree required. Technical degree a strong plus. Preferred but not required: Master's or other advanced degree Business Administration,… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …development methodologies + Excellent oral and written communication skills Preferred Qualifications: + .NET/C# Experience + SQL/Oracle Experience + Proficiency ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- HUB International (Chicago, IL)
- …HUB is one of the largest global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk services, ... for mentorship, coaching, and fostering a culture of continuous learning. ** Preferred Qualifications** + Servicer experience in Commercial Lines or Employee Benefits… more
- Broadridge Financial Solutions (Coppell, TX)
- …tables, VLOOKUPs, use for forecasting labor costs, etc.) + Associates degree or higher preferred + Must be available to work Monday Friday 4:00 - 12:30 AM during ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Catholic Charities Family Community Services (Rochester, NY)
- …with intellectual/developmental disabilities, the Circle of Support, Broker , Fiscal Intermediary Coordinator, service coordinator, supervisor, interagency ... year practical experience working with individuals with intellectual/developmental disabilities preferred . A combination of experience and education may be… more