- Lincoln Financial (Fort Wayne, IN)
- …and service to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln ... #:** 74826 **The Role at a Glance** As a Senior Consultant, Fund Admin, Regulatory, you will prepare complex...matters related to mutual fund registration documents and fund financial statements. * Preparing SEC filings of funds and… more
- Guardian Life (Boston, MA)
- …our 29 million customers realize their dreams through a range of insurance and financial products and services . Our Purpose, to inspire well-being, guides our ... (HCM), you will lead the strategic direction of the Client Management and Field Service teams within the Group Benefits division of Guardian. You will be responsible… more
- Citigroup (Miami, FL)
- …issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines + ... Interface, consult with and escalate to Senior Management and partners including, but not limited to, Compliance, Legal, AML, Regional Business Risk, Regional COO… more
- First National Bank of Omaha (Omaha, NE)
- …vendor relationships in partnership with internal stakeholders, ensuring compliance with service level agreements (SLAs), and driving vendor performance to meet the ... plays a critical role in optimizing vendor partnerships to enhance IT service delivery and support organizational growth. **About This Role:** Vendor Relationship… more
- Charles Schwab (Lone Tree, CO)
- …3+ years in Product Management leadership roles + 7+ years relevant experience in financial services , with specific expertise in payments / move money products ... client offers span Schwab's legal entities (eg, bank and broker -dealer), as well as lines of business (eg, Investor...-dealer), as well as lines of business (eg, Investor Services & Advisor Services ), through a range… more
- Broadridge Financial Solutions (Edgewood, NY)
- …5+ years of experience in FP&A, Corporate Finance and/or Sales Finance. Financial services industry experience helpful + Proactive mindset, intellectual ... + Variance Analysis including commentary and presentation of results + Provide financial recommendations and input to Senior Management + Streamline and… more
- First National Bank of Omaha (Fort Collins, CO)
- …CTFA, IAACP, Series 7/24) strongly preferred. + 10+ years of experience in financial services with progressive leadership in risk and operations roles across ... for risk acceptance, operational transformation, and resource allocation with material financial implications for the division. This role maintains a unique… more
- Pacific Program Management (Chicago, IL)
- …and team contributions. Summary We are currently seeking a Vice President, Financial Planning & Analysis to lead Cresa's budgeting & forecasting and management ... decision making, and support the achievement of the company's financial goals. In addition, the role will serve as...Finance and Operations to redefine Salesforce, for ease of broker usability, accuracy in data, and development of value-add… more
- GMHC (New York, NY)
- …Description TheDirector, Residence Managementis responsible for assisting the Senior Director, Residence Management, in overseeing the day-to-day operations ... mentor support to a team of Residence Managers and Landlord Liaisons. The Senior Director of Residence Management is also responsible for housing budget management,… more
- Lincoln Financial (Fort Wayne, IN)
- …and service to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln ... provisions, excise tax calculations, and distribution requirements * Draft and review financial statement tax footnotes and disclosures in accordance with GAAP *… more