• Independent Broker - Self…

    Arc Allegany-Steuben (Wellsville, NY)
    …SUBMIT APPLICATION IF GIVEN EXPLICIT INSTRUCTION TO DO SO The responsibility of the Independent Broker is as follows: + Assisting the participant in developing ... participant and his/her Circle of Support/Planning Team in implementing the Self Directed Budget according to applicable federal and state standards. + Working… more
    Arc Allegany-Steuben (06/25/25)
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  • Fiscal Intermediary Coordinator for Self…

    Living Resources (Albany, NY)
    …in annual and/or semi-annual Life Plan meetings to discuss issues related to self - directed staffing and/or supports and budget expenditures, as required or as ... and interested parties. Requirements + At least 1 year of experience working in Self -Direction programs as Fiscal Intermediary or Broker + Experience with … more
    Living Resources (07/23/25)
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  • Compliance Risk Management Lead - Vice President

    JPMorgan Chase (New York, NY)
    …JP Morgan Wealth Management (JPMWM) organization, specifically the JP Morgan Self - Directed Investing online brokerage platform and associated product areas. ... and conduct risks inherent within JPMWM + Act as independent second line of defense and challenge function to...in financial investment products and services offered by a broker -dealer and investment adviser (eg investments such as fixed… more
    JPMorgan Chase (08/17/25)
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