- Neuberger Berman (New York, NY)
- …to high-net-worth clients of the firm . Working in conjunction with the firm 's wealth advisors and portfolio managers, the Senior Wealth Planner will be ... charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis...and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing… more
- Wipfli LLP (Milwaukee, WI)
- …of the Project Management/Business Analysis Manager, the Digital Project Management Senior Analyst gathers information and data, analyzes business and technical ... focused projects as well as enterprise focused projects in accordance with firm policies and procedures. Essential Responsibilities: + Facilitate sessions with IT,… more
- Wipfli LLP (Milwaukee, WI)
- …of a modern data lakehouse built to support a rapidly growing firm 's desire to democratize its data asset. Responsibilities Responsibilities: + Lead influence ... + Support and document the continued evolution of the firm 's data lakehouse using the medallion architecture + Translate...+ Collaborate with team members to evolve products and internal processes + Mentor other Engineers and other IT… more
- Affinius Capital (Dallas, TX)
- …+ **Governance & Controls:** + Maintain policies and ensure adherence with internal controls + Partner with Legal/Compliance/ Tax ; identify and mitigate ... across the firm . + **Stakeholder Engagement:** + Serve as the senior liaison to fund administrators, auditors, and key service providers; collaborate with… more
- Wipfli LLP (Chicago, IL)
- …home, Wipfli offers a career-defining opportunity. Responsibilities The Loan Review Senior Consultant has the opportunity to work either remote, hybrid, or ... State and Federal laws and regulations + Work on internal projects, propose time saving measures and contribute to...of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers… more
- Wipfli LLP (Milwaukee, WI)
- …to improve profitability and cash flow. + Collaborate cross-functionally with internal teams (eg, revenue cycle, payroll, cost reporting) to deliver integrated ... of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers...services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli… more
- Wipfli LLP (Chicago, IL)
- …issues and perform research to solve issues. + Responsible for testing internal controls, policies, and procedures and making recommendations. + Perform audits under ... of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers...services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli… more
- Wipfli LLP (Milwaukee, WI)
- …to improve profitability and cash flow. + Collaborate cross-functionally with internal teams (eg, revenue cycle, payroll, cost reporting) to deliver integrated ... of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers...services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli… more
- Tradeweb (Jersey City, NJ)
- …including but not limited to qualifications, market data, geographic location, and internal guidelines. **Other Benefit Programs** + Pre- Tax Commuter Benefits ... Engineering team is seeking a highly skilled and curious Senior Integration Engineer to help unify and elevate the... Integration Engineer to help unify and elevate the firm 's technology platforms. This role is about connecting the… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We are looking for a Senior Portfolio Associate to join our team! This role is responsible for providing comprehensive operational support to the ... and client reporting, portfolio valuation, and ensuring timely execution of internal workflows. **Key responsibilities:** + Monitor portfolio holdings for financial… more
