- World Insurance Associates, LLC. (Berwyn, PA)
- …/ Take case notes for follow up/CRM + Debrief action items with Lead Advisor + Prepare post appointment summary letter for client Client maintenance + Contact client ... Profiles + Produce financial plans under direction of Lead Advisor + Make adjustments and changes to plan Retirement...Insurance + Life Insurance + Generous Paid Time Off Policy + Flexible Spending Account (FSA) + Healthy Work/Life… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Summary The Chief Global Compliance Officer ("CGCO") is responsible to the Senior Vice President, General Counsel for developing, executing, and enforcing the Global ... Compliance Program in order to ensure compliance with evolving laws and regulatory requirements in addition to University policies and procedures. The CGCO should… more
- TechInsights (Greenwood Village, CO)
- … advisor to cross-functional teams. You will collaborate closely with senior leadership to translate regulatory changes into actionable business practices, ... markets. The successful candidate will bridge the gap between complex regulatory requirements and practical business operations, serving as both a compliance… more
- Wells Fargo (Des Moines, IA)
- …+ Build and maintain effective relationships with existing clients + Act as an advisor to senior leadership to develop or influence long-term goals for highly ... challenges by synthesizing industry and economic trends, including complicated legal and regulatory issues, in addition to regular portfolio reviews to manage risk… more
- Bank of America (San Francisco, CA)
- …skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent ... the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model...the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support… more
- MyFlorida (Fort Lauderdale, FL)
- …Development / Drainage Design This position will obtain environmental and regulatory permits for all transportation projects. The Difference You Will Make: ... the annual salary. Your Specific Responsibilities: Obtain environmental and regulatory permits for all transportation projects. Determine which transportation… more
- TD Bank (New York, NY)
- …of a new conflict management systems and tools, ensuring alignment with regulatory expectations and business needs. + Partner with technology teams and project ... scalable solutions. + Lead and manage cross-functional change projects, including global policy rollouts, system migrations, and process reengineering. + Serve as an… more
- Citigroup (New York, NY)
- …Client Relationship Management** + Serve as the primary liaison and trusted advisor for a portfolio of Depositary Receipt issuer clients (corporations, market ... Receipt programs (eg, ADRs, GDRs), including program structure, lifecycle management, regulatory compliance (eg, SEC filing requirements), and market dynamics. +… more
- USAA (San Antonio, TX)
- …modeling and machine learning solutions adhere to industry standards, model risk policy , and regulatory expectations. + Partners with enterprise analytical and ... business needs. Manages the team's projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the team's model… more
- TD Bank (New York, NY)
- …audits and/or executes the follow-up of findings arising from internal audits and regulatory reviews in accordance with policy + Oversees/leads the ongoing audit ... direction of the audit function and provide advice to senior leadership **Customer Accountabilities:** + Contributes to the strategic...areas + Acts as the audit lead or audit advisor to management and respective teams for area of… more