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If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.. lient Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingF. rofessional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program C. ign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Are you a visionary leader with a passion for risk management, fraud prevention, and strategic decision-making?. Fraud Prevention & Modeling: Oversee the development of advanced fraud prevention strategies, including building a real-time decision-making platform to mitigate fraud risks.. Extensive Experience: 10+ years in Credit Risk Management or related fields with strong leadership experience in managing cross-functional teams and driving strategic initiatives.. Industry Knowledge: Strong background working with leading financial institutions, particularly in the credit risk or fintech space.. Cutting-Edge Technology: Lead the creation of a real-time fraud detection platform, utilizing innovative AI tools.
Our LC Elite Program is an established management track designed to help accelerate your success as a Wealth Management Associate.. You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus). Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.. Annuity and insurance products offered through Equitable Network, LLC. Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Our client is a multifamily investment firm focusing on the value-add space in stabilized multifamily assets.. They are seeking a full-time Associate Director of Asset Management for their multifamily portfolio of assets, currently located in Texas, Florida, Georgia, and North Carolina.. Revenue Management Programs – work with management companies to implement programs and calibrate on-going rental rate recommendations. Participate during the due diligence phase of the acquisition process and analysis, assist in the coordination of recapitalizations, debt refinancing, restructurings and asset dispositions. On-site due diligence with property management and third-parties where possible; review of market and proforma projections.
High school diploma, GED or equivalent is required; Bachelor’s degree in MIS, Statistics or Computer Science is preferred.. 5+ years’ experience in IT Software Asset Management software licensing. Thorough understanding of various Tier 1 vendor license models (Microsoft, IBM, Oracle, Symantec, VMware, Adobe, RedHat) and the ability to interpret software contracts/EULAs. Ability to create Effective License Positions for Tier 1 publishers using SAM tools such as Flexera including but not limited to uploading purchase orders, creating licenses and performing software optimization. Understanding of Cloud/Virtualization technologies (VMware, AWS, OpenShift Platform, RedHat/RHEL)
Plutus Health Inc. is a premier provider of Revenue Cycle Management (RCM) services, dedicated to optimizing financial performance for healthcare providers through innovative technology and expert solutions.. The ideal candidate will have extensive experience in financial management within the healthcare or RCM sector.. Maintain accuracy of the charge master and maximize net reimbursement for the facility.. Minimum of 10 years of progressive financial leadership experience, including roles such as Financial Controller, Assistant CFO, or VP of Finance.. Proven experience in the healthcare or RCM industry is highly desirable.
The Legal and Risk Officer plays a strategic and operational role at GBC Food Services, LLC, overseeing the company’s human resources operations while also providing leadership and support in risk management, legal compliance, contract review, and franchise compliance liaison with legal oversight.. Lead risk assessments across HR and franchise operations to proactively identify and address legal or operational concerns.. Work closely with HR Director and VP of Administration in creating budget proposals, resource allocation and control department spending.. Bachelor’s degree in Human Resources, Legal Studies, Business Administration, or related field required.. SHRM-CP, SHRM-SCP, PHR, or SPHR preferred.
Thorough understanding of various Tier 1 vendor license models (Microsoft, IBM, Oracle, Symantec, VMware, Adobe, RedHat) and the ability to interpret software contracts/EULAs. Understanding of Cloud/Virtualization technologies (VMware, AWS, OpenShift Platform, RedHat/RHEL). Working knowledge of Atlassian JIRA used as ticketing system for software requests/ installation, purchases, server build requests and hardware requests. Strong understanding of Atlassian JIRA workflows. Deep knowledge of software deployment, device inventory, software asset management (SCCM, ADDM)
3 Days fully Remote. Design user-friendly and efficient layouts for the SharePoint site that integrates data visualization tools (for example, PowerBI and Tableau).. Proven experience as a SharePoint developer/consultant with a strong portfolio of previous projects.. Relevant certifications in SharePoint, Power BI, and Tableau are a plus.. Director - Talent Acquisition
Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. Direct the creative and efficient structuring of Public Storage’s corporate insurance program and evolving it with the business’ growth. Educate employees by periodically providing in-house training to various groups on important risk management topics and emerging risks.. Leading, continuing to build, training, and developing the P&C claims management and corporate insurance program teams.. Led the successful integration and implementation of advanced technology solutions and innovative strategies into workers' compensation systems, enhancing efficiency, accuracy, streamlining processes, improving user experience, and aiding in the enhancement of system performance and reliability
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.. Baker Tilly’s Real Estate Advisory is a leading provider of valuation and advisory services to a growing client base looking to expand into new markets.. Responsibilities: Be the lead professional on real estate valuation and advisory engagements and overall engagement management Participate in and drive business development through internal and external channels.. Communicate with clients to foster relationships Identify and assist with pursuing key clients and targets Develop real estate valuations of properties and entities displaying expertise in discounted cash flows (both in ARGUS and Microsoft Excel), the direct capitalization method, sales comparison approach, the cost approach and highest & best use analyses Assist with marketing and published collateral, including Baker Tilly’s quarterly real estate update.
Wells Fargo is seeking a Principal Engineer as part of the Commercial and Corporate & Investment Banking Technology (CCIBT) to support Payment Solutions, Capital Markets Services, Wholesale Digitization, and International Technology.. As part of the CCIBT technology team, the Principal Engineer leads the innovative end-to-end technology solution delivery for commercial lending product capabilities across loan origination, loan servicing and loan delivery.. 5+ of financial industry experience supporting commercial or SBA lending background and familiarity of banking language and processes. 4+ years of experience implementing nCino managed package at other financial firms. Experience in the financial industry supporting commercial or SBA lending background and familiarity of banking language and processes
The Risk Director is responsible for coordinating the loss control efforts and advising management and administration on all potential sources of loss and for making recommendations to minimize or eliminate exposure.. The structure and functions of the Risk Management Program are designed so to comply with guidelines and standards of Joint Commission, other regulatory agencies and the UHS Risk Program.. About Universal Health ServicesOne of the nation’s largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (NYSE: UHS) has built an impressive record of achievement and performance.. Having the opportunity to grow, learn, and advance in your career through our Charge, Supervisor and Nurse Manager-in-training programs and nursing executive tract.. We are proud of our robust continuing education options and opportunities for skills diversification and career advancement as a Registered Nurse (RN) with UHS. We want to help you succeed and grow in your profession and enjoy a sense of belonging and trust that comes through your expanding experience.
Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.. Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market.. We are actively recruiting Turnaround & Restructuring professionals to join our team.. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, and work product that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.. This role will be based in our Dallas office and is a hybrid role with the flexibility to work remotely 2 days a week.
Corporate Planning & Management - Strategic Sourcing Team Lead - Dallas - Vice President at Goldman Sachs. Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third-party risk management, and governance strategies across the firm.. This pillar also includes the CF&O, EO and Engineering divisional CFOs, who are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities.. drives firmwide Operational Risk programs along with second line teams and implements required changes within CPM. The Corporate Insurance & Advisory team in this pillar identifies, procures, and manages corporate insurance needs for the firm and its investing businesses.. We are looking to accelerate from a strong foundation to drive greater spend under management, a clearer linkage between Sourcing Category Strategy and Operational execution, and to ensure our contract and purchasing controls and vendor risk management framework is strengthened.
Minimum one IT Security or Audit Certification, such as CISSP, CISA, CISM (active current pursuit of a certification may be considered in lieu).. May act as career coach and/or peer advisor to help other team members grow their inspired careers.. Experience working within an internal audit or IT governance, risk and compliance function as an internal employee or as part of a professional services firm preferred.. Experience leading and executing risk-based IT focused internal audits, risk and control assessments, leveraging IT governance and control frameworks (COBIT, NIST, CSF, ITL etc.). CISA or equivalent (GSEC, ECSA, SSCP)
Since opening our first self-storage facility in 1972, Public Storage. largest owner and operator of self-storage facilities. This leader will partner with and drive our Risk Management practices and insurance programs, reporting to and in partnership with our Vice President of Risk Management.. Structure and evolve Public Storage’s corporate insurance program in line with business growth.. Manage programs through self-insurance, commercial insurance, captive, and other strategies with broker partners.
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent.. Our community bank client is seeking to fill a Chief Financial Officer role in the Dallas, TX area.. Helping the Executive Team in forecasting, budgeting, and preparing for the next level.. A member of or Chairman of the bank’s ALCO committee.. Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Bachelor’s degree in Business Administration, Finance, Agricultural, Economics, or a related field, or equivalent experience and five (5) to seven (7) years of progressively responsible banking or related agricultural lending experience, including at least one (1) year in a supervisory and/or management position.. Prepares reports as required by association management, the Board of Directors, and regulatory bodies.. Specialized knowledge of financial analysis and asset/liability management.. Legacy Ag Credit, ACA is a full-service, locally owned cooperative lender specializing in financing rural land and agricultural operations in Northeast Texas.. Part of the Farm Credit System, we provide financing for farms, timberland, recreational property, agribusinesses, and rural homes.
Lead Auditor, Subject Matter Expert, Coach and Trainer in a FDregulated environment.. Work solo or on teams providing strategic consultation and/or performing remediation following FDA Compliance Actions (FD483s and Warning Letters).. Must have the ability to audit and assess Device Quality systems and/or Drug GMPs to ensure compliance with FDA requirements.. Experience in conducting, managing, and leading internal/external audits, which may include QSR and/or cGMP audits.. Experience as Subject Matter Expert (SME) in more than one of the following areas: Complaint Handling and Post Market Reporting, Production & Process Controls (including Process Validation), Design Controls, Risk Management, CAPA, Computer System Validation, Purchasing & Supplier Controls, Management Controls, etc.