- Thrivent Financial (MN)
- …of 8 or more direct reports is highly desired. + Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia + Previous ... experience in financial planning, investment products, and insurance products. + Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar) + Experience leading change in a fast-paced, high-growth environment. +… more
- Citigroup (Irving, TX)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Operations & Technology… more
- Forward Air (Coppell, TX)
- …and disclosures in accordance with US GAAP to be filed with the Securities and Exchange Commission. Including preparation of workpapers to support the external ... financial reporting binder + Participates in maintenance of documentation and execution of financial reporting internal controls + Ensure compliance with Sarbanes-Oxley requirements and provide necessary documentation + Analyze complex accounting areas and… more
- Wells Fargo (Dallas, TX)
- …check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states ... that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. + Specific compliance policies may… more
- PCL Construction (Houston, TX)
- …contracts, and claims management. + Basic knowledge of bid and contract securities and insurance as they relate to risk management, claims management, pricing, ... and accounting. + Advanced understanding of subcontract PO terms, including insurance and subcontractor default insurance (SDI) and bonding requirements. + Intermediate understanding of owner contracts as they relate to payment terms, billing requirements,… more
- Wells Fargo (Charlotte, NC)
- …duties include the managing of communications with Lines of Business, such as Securities Lending, Prime Brokerage, as well as Operations and Technology partners. The ... ideal candidate must be able to balance a workload of tasks across the department and ensure all deadlines are met. In addition, the successful candidate should have a proven track record of process improvement and ownership of specific tasks. The successful… more
- Stanford University (Stanford, CA)
- …Structuring investments, including in private investment funds, derivatives, and individual securities . + Developing and implementing tax strategies to help optimize ... investment returns. + Conducting tax research and analysis as needed to support investment decisions. + Supporting senior leadership in preparing for discussions of tax-related matters with external stakeholders. + Collaborating with the University's finance… more
- Robert Half Finance & Accounting (Dallas, TX)
- …* Develop tailored investment solutions for clients, including fixed-income securities , certificates of deposit, and subordinated debt. * Monitor client ... needs and feedback to ensure satisfaction and long-term partnerships. * Prepare detailed reports and analyses to track sales performance and identify areas for improvement. Requirements * Bachelor's degree in finance, accounting, or a related field preferred.… more
- Securities and Exchange Commission (Washington, DC)
- …data collection and analytical frameworks to support effective oversight of the securities markets. Education FOREIGN EDUCATION: If you are using education completed ... in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been… more
- City National Bank (Los Angeles, CA)
- …(BA) from four-year college or university with a minimum of two (2) securities industry experience, including operational management. This is the pay range that ... Magnit reasonably expects to pay for this position: $33.55/hour - $35.97/hour Benefits: Medical, Dental, Vision, 401K *QUALIFICATION/LICENSURE* *Work Authorization :* Green Card, US Citizen, Other valid work visa *Preferred years of experience :* 2 years… more
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