- Wellington (Boston, MA)
- …education programs for the US Wealth channel, marketing investment products to financial advisors and home offices, and knowledge of portfolio construction. The ... bring an important perspective about the type of education that financial advisors need to appropriately integrate institutional-caliber solutions such as privates,… more
- Wellington (New York, NY)
- …management and portfolio management teams as we expand and deepen relationships with financial advisors, wire houses, and global financial institutions in the ... channel, including experience marketing to home offices, research/investment teams, and financial advisors + Familiarity of the regulatory and legislative landscape… more
- Wellington (Boston, MA)
- …is responsible for fund operations encompassing fund accounting, treasury, and financial reporting. The team supports multiple vintages of Wellington's private ... Fund Control & Operations team. **RESPONSIBILITIES** Oversee the quarterly NAV and financial statement process for assigned funds, reviewing work prepared by our… more
- Grant Thornton (San Jose, CA)
- …transition, and assisting in the separation of the business - for financial sponsors and corporate clients + Supporting SEC regulatory filings for carve-outs ... market trends in order to be a proactive problem solver and sought-after adviser to clients and colleagues + Assisting audit teams in evaluating accounting policies… more
- BlackRock (Princeton, NJ)
- …requirements, including those of FINRA, NFA, MSRB, and state securities, investment adviser and insurance regulators. The team is also responsible for engaging with ... communicating with all levels of staff. + Working knowledge of financial services industry regulations, including registration requirements under FINRA, SEC, NFA,… more
- Autodesk (San Francisco, CA)
- …**e** is responsible for expanding new businesses in key accounts to meet/exceed financial and business objectives. This job is assigned a sales quota and ... focus/importance on "C" and enterprise-level negotiations + **Be a Trusted Adviser ** for customers and identify win/win situations **Minimum Qualifications** +… more
- Bank of America (Jersey City, NJ)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Citigroup (Tampa, FL)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and… more
- LiveRamp (Little Rock, AR)
- …+ **Oversee/maintain highly effective internal controls and support internal and external financial reporting** + **RFx Skills - Lead RFx initiatives which includes ... to drive positive change and build strong stakeholder relationships as a "trusted adviser "** + **Good sense of humor and unflinching attention to detail and… more
- Treasury, Departmental Offices (Washington, DC)
- …Legislative Counsel (the Office). The Tax Legislative Counsel is the legal adviser on domestic, non-benefits tax legislation and guidance projects and assists the ... in domestic taxation issues such as corporate income taxes, passthroughs, or financial products tax issues, and outstanding ability to analyze benefits issues from… more