- CUNY (New York, NY)
- …in 2014, is named for Ted Sorensen, who served as a lawyer, writer, and close adviser to President John F. Kennedy, and who was a leading voice on diplomacy as well ... and donor information - Manage Center finances including budget tracking, processing financial documents, preparing financial reports, and annual budget planning… more
- Wellington (Boston, MA)
- …independent research sources to build investment conviction; * Build multi-year financial models, to determine appropriate valuations under various scenarios; * Help ... - the Research Associate will demonstrate a curiosity and passion for financial markets, combined with an evolving process for fundamental company research, and… more
- Edward Jones (St. Louis, MO)
- …advocacy and policy perspectives. This opportunity will afford candidates with demonstrated financial services regulatory experience to be part of a culture that ... with regulation from a perspective wealth management, including broker-dealer and investment adviser conduct rules and Regulation Best Interest. + Identify new and… more
- Robert Half Legal (Charlotte, NC)
- …a Compliance Manager to lead and shape the compliance program for an SEC-registered investment adviser . This is your chance to not only make an impact but also build ... 25-30% ✨ Carried interest on future funds for long-term financial growth ✨ Robust benefits package to support your...Prepare for SEC audits, annual compliance reviews, and monitor financial rules like AI, cybersecurity, and AML ️ ✔️… more
- Wellington (Boston, MA)
- …of Wellington Management investment strategies in interactions with clients, financial advisors, and distribution firm gatekeepers. Wellington offers flexibility in ... and sales leaders at Wellington's sub-advisory clients as well as financial advisors and gatekeepers. The settings for presentations will include national… more
- Jackson National Life Insurance Company (Nashville, TN)
- …licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and ... how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an… more
- Wellington (Boston, MA)
- …external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms. Core responsibilities include: + ... robust sales pipeline growth + Build and maintain strong relationships with financial advisors, providing them with product information, updates, and support + Work… more
- Vanguard (Malvern, PA)
- …and the control environment. + Ensures an appropriate control environment to avoid financial losses and to impacts to Vanguard's reputation. + Directs and leads ... a 3-5 years outlook. + Acts as a trusted adviser and global thought leader for others at Vanguard...partners to support trading activities across Vanguard and the financial services industry. + Participates in special projects and… more
- Grant Thornton (Iselin, NJ)
- …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
- Wellington (New York, NY)
- …record of creating and executing successful social media campaigns targeting financial advisors, distribution partners, and related audiences. This role demands a ... social media plan that aligns with business goals, activates financial advisors and drives engagement with content. + **Content...independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our… more