- Raymond James Financial, Inc. (St. Petersburg, FL)
- …consolidation and delivery of monthly and quarterly Compliance reports for senior leaders. + Collaborates with cross-functional teams to gather, validate and ... of Code of Conduct updates across the organization. + Routinely interacts with senior leaders within Compliance, Risk, AML and across the firm. + May represent… more
- Truist (Charlotte, NC)
- …following job description:** We are seeking a highly skilled and hands-on Senior Platform Engineer to help engineer and scale enterprise-grade platform services that ... complex technical and business problems. 7. Ability to influence others at senior levels to adopt a new perspective. **Preferred Qualifications:** 1. Hands-on… more
- Insight Global (Nashua, NH)
- Job Description Insight Global is hiring an Associate Financial Advisor for a fast-paced, client-focused financial advisory firm in Nashua, NH. The Associate ... Financial Advisor will play an instrumental role in supporting daily...client meetings (discovery, presentation, and ongoing reviews). - Shadow senior advisors to learn best practices and client engagement… more
- USFAAF (Edina, MN)
- Job Duties Responsible for overseeing financial reporting, tax compliance, and strategic tax planning for clients. Develop, implement, and improve financial ... payable, receivable, payroll, and tax reporting. Lead nonprofit clients' financial management reporting to ensure compliance with regulatory standards. Prepare… more
- Navy Federal Credit Union (Vienna, VA)
- …primarily through via inbound and outbound calls to understand the members' financial needs and goals and educating members regarding products and services offerings ... members with larger portfolios and complex credit needs + Provide strategic financial guidance and solutions for complex transactions and refer members to outside… more
- Vanguard (Malvern, PA)
- …clients, crew, and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services, ... education, and research to financial advisors across the US The Risk Director will...senior business leaders in the areas of strategic, financial , operational, reputational, and third-party risk, and provide credible… more
- MTA (New York, NY)
- Financial Advisor (NYCT and MTA Bus Co.) Job ID: 12230 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: Regular ... tactical projects, KPI development, budget feedback, and assisting the senior leadership in all key financial decisions....assisting the senior leadership in all key financial decisions. Critical to their success is their ability… more
- M&T Bank (Burlington, VT)
- …of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, ... satisfactory resolution. **Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management… more
- US Bank (Scottsdale, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and procedures of auditing and risk assessment. + Fundamental concepts of financial markets and products. + Fundamental concepts of finance and accounting. + ... or Accounting and a minimum of three (3) years of experience in the financial services/banking industry. + OR ~ + Any equivalent combination of education, experience… more