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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work.
Founded in 1984, Postal Center International (PCI) is a leading innovative mail, print, fulfillment, signs, promotional, packaging, and creative marketing solutions partner.. With four decades of industry experience, PCI has built a strong team of subject-matter experts and a reputation for delivering client-centric, cutting-edge solutions nationwide.. Boasting a national footprint of over 600k square feet, PCI has annual sales of over $500 million.. We proudly serve enterprise clients in diverse industries such as banking, finance, healthcare, insurance, hospitality, and government, ensuring top-tier solutions backed by extensive compliance, security, sustainability, and quality certifications.. Joining PCI’s Powerhouse team means becoming part of not only a client-centric, but a people-centric company celebrated for its innovation, growth, and commitment to excellence.
The ideal candidate will have the desire grow as an insurance professional, the ability to develop superior analytical skills necessary to complete detailed loss analyses, understand an insureds total cost of risk, analyze public data and telematics information, and seek a detailed understanding of each insureds operations, for the purposes of profitably growing DMCs book of business and building long-term partnerships with our customers.. Evaluate and price new business and renewal transportation insurance accounts, using submitted application materials, historic loss data, public/government information, telematics data, internet research, financial analysis and any other relevant tools.. Perform book-level analysis and regular, active account management for your portfolio, in conjunction with various DMC functional areas, such as Claims, Risk Engineering, Finance or Actuarial.. Bachelors Degree required, preferably in insurance, actuarial science, mathematics/statistics, business administration, or related field.. Will abide by departmental policies and procedures, including regulatory compliance (rate and form), as well as internal audit controls.
Lead the operations for U.S. import compliance and duty savings, supervise and coach team members, and coordinate operations across all US and Puerto Rico sites.. Responsible for maintaining an import compliance system that supports the entire business across all functions and adapts quickly to an ever-changing external environment.. Lead import compliance strategy consistent with import regulations including U.S. Customs and other trade authorities.. Working knowledge of US Customs regulations (e.g., classification of goods, duties, duty savings programs, country of origin, etc.). Our current groups include: Africa, Middle East, Central Asia Network, Black Employees at Lilly, Chinese Culture Network, Japanese International Leadership Network (JILN), Lilly India Network, Organization of Latinx at Lilly (OLA), PRIDE (LGBTQ+ Allies), Veterans Leadership Network (VLN), Women's Initiative for Leading at Lilly (WILL), enAble (for people with disabilities).
Regional Director Of Finance - Long Term Care. The CommuniCare Family of Health Care Companies is currently recruiting a Regional Director of Finance to supervise business office policies, billing, collection, and other related administrative duties associated with CommuniCare's Skilled Nursing Facilities located in Southern Indiana.. Oversee facility Business Office Manager (BOM) activities to ensure timely, accurate, and complete billing.. Perform audit activities with respect to Resident Trust Funds, Medicare regulatory requirements (ABN letters, cut letters, triple checks), segregation of duties, and the continued function of management processes (including pending meetings, collection blitz reviews).. A family-owned company, we have grown to become one of the nation's largest providers of post-acute care, including skilled nursing rehabilitation centers, long-term care centers, assisted living communities, independent rehabilitation centers, and long-term acute care hospitals (LTACH).
As a Senior Manager, Corporate Development, you will play a key role in shaping the strategic growth of the firm through M&A and investments.. Financial modeling, valuation, synergy assessments, and deal structuring. Coordinate due diligence across service lines (e.g., legal, finance, HR, IT, risk) and manage external advisors. 7 years of experience in corporate development, investment banking, or private equity. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.
Schwab Wealth Advisory is Schwab’s premier, fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals.. As a Concierge for Schwab Wealth Advisory, you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows.. Client Orientation: Provide white glove service through strong problem resolution and anticipating client needs.. Active and valid FINRA Series 7 license required. Experience servicing high-net-worth clients preferred
Old National Bank is currently looking to fill the position of Business Banking Manager.. The Business Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers.. The Business Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing.. Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience.. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Help Senior accountant with responsibility for providing professional and expert accounting services and support for the Defense Finance and Accounting Service (DFAS), Accounting Operations, Departmental Reporting Directorate, Treasury Division.. Adapts, revises, and evaluates DFAS and Department of Defense (DoD) accounting procedures, processes, guidelines, reports, and operational sequences within a major accounting and/or financial management system(s).. Ensures that systems designs provide capacity for conducting and maintaining effective internal controls.. To qualify for this position you must meet one of the basic requirements described below: (1) Completion of all requirements for a bachelor's degree in accounting from an accredited college or university; or a degree in a related field such as business administration, finance, or public administration that included or was supplemented by 24 semester hours in accounting.. GS-13 specialized experience is defined as: professional accounting work in preparing, analyzing, interpreting and presenting accounting data to management; modifying accounting systems to enhance the validity and accuracy of accounting processes and internal controls; use accounting information to recommend solutions to system issues.
Responsibilities will also include underwriting and processing agricultural financing applications.. Assist the team with offering 3rd party input financing programs and Keystone Cooperative in-house financing, using appropriate risk management tools available to identify credit risks to recommend sound credit and financing options to our growers.. Assist the finance team to achieve our annual department goals and deadlines, by being able to make work task adjustments within the different phases of the renewal season (due diligence, underwriting, document creation, or loan closing). Proficient in Microsoft Office (Word/Excel/Outlook) and Power BI. Prior experience as a Credit Manager, Finance Manager, Controller, Treasurer, Loan Officer, or similar role preferred.
The HFA Region Manager oversees regional sales activities, regulatory compliance, field operational execution and care for HFA clients to include their planning, advisory, brokerage and insurance solutions.. Ensures operational effectiveness of advisors and sales support staff (Sales Support Manager and Client Relationship Specialists).. Supervises 20-30 FINRA registered representatives, a FINRA Registered Sales Support Manager who manages licensed sales support associates.. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property.
STARPLUS ENERGY LLC is an electrifying joint venture between Samsung and Stellantis.. With a focus on innovation and excellence, we deliver cutting-edge solutions that empower the automotive industry as we transition towards an electric future.. Join our vision of becoming the world's leading provider of energy solutions for e-mobility.. Good working knowledge of accounting principles (IFRS).. Proficient in MS Excel, MS Access, or other database applications.
Avenir Group is a global leader in fintech and digital assets, with businesses spanning quantitative trading, Web3 investment, digital asset custody, crypto market making, compliance consulting, and cross-border asset management.. We are building a next-generation integrated trading platform — enabling users to seamlessly trade both digital assets and traditional securities on a single platform, backed by top-tier trading and custody infrastructure, and combining traditional finance expertise with crypto-native innovation.. Ensure alignment with US regulatory frameworks (SEC, CFTC, FinCEN) while fostering product innovation. Lead, mentor, and scale cross-regional product teams; coordinate with trading, operations, compliance, and marketing. 8+ years in product management, with at least 3 years in a senior product role at a leading crypto exchange, brokerage, or high-performance fintech platform
My client, a leader in the financial services/banking industry , is hiring a detail-oriented project coordinator/researcher professional to join a special project supporting their risk and audit team with data entry and research.. 📅 Duration: September 2025 – December 2025 (no extension or hire potential, just would work on this one project). 📍 Location: Hybrid out of Richmond, VA preferred, or fully remote in EST hours for the right fit. Conducting research on vendors to obtain classification and export compliance details.. The ideal candidate is organized, detail-oriented, and confident in both research and outreach , with the ability to manage multiple tasks while meeting tight deadlines.
Vice President & Senior Portfolio Manager - Diamond Capital Management.. Portfolio management includes analyzing and making recommendations for stocks, bonds, and outside money managers, and may include specific oversight and management in one or more of the following areas: municipal bond investment process, taxable fixed income investment process, mutual fund investment process, and equity investment process. Participate in client meetings no less than annually to evaluate account performance against the client's financial goals including coordination with Sr. Financial Planner on individual clients to ensure a plan, where appropriate.. Actively support compliance with all applicable laws, regulations, and internal policies of the Bank, the Wealth Management Division, and Diamond Capital Management.. Advanced educational degree and/or designation (ex: CFA, CPA, CFP, CAIA, CMT) highly preferred
Portfolio management includes analyzing and making recommendations for stocks, bonds, and outside money managers, and may include specific oversight and management in one or more of the following areas: municipal bond investment process, taxable fixed income investment process, mutual fund investment process, and equity investment process.. Participate in client meetings no less than annually to evaluate account performance against the client’s financial goals including coordination with Sr. Financial Planner on individual clients to ensure a plan, where appropriate. Actively support compliance with all applicable laws, regulations, and internal policies of the Bank, the Wealth Management Division, and Diamond Capital Management. Vice President & Senior Portfolio Manager - Diamond Capital Management. Advanced educational degree and/or designation (ex: CFA, CPA, CFP, CAIA, CMT) highly preferred
Student-housing portfolio management required. The Vice President, Property Management is responsible for providing oversight of the day-to-day activities of an assigned multifamily portfolio, including property operations, financial performance, asset management, asset preservation, people management, marketing, training, CapEx and compliance. Strong background in managing diverse types of multi-family communities – including conventional, mixed use, student, and LIHTC and HUD projects. Excellent computer skills, with emphasis on Microsoft Office; Yardi; LRO; P2P; Concur; Excel.. Works directly with in-house legal counsel in managing property related litigation.
The AML Analysts within the CRIU review system-generated and manual cases for activity conducted by Citi clients.. The Senior Compliance Analyst is responsible for managing a caseload of investigations, perform analysis and follow-up and work cases from beginning to completion according to Citi AML procedures and policies.. Liaise with other CRIU units, ACRM, the Business, CSIS, AML Legal, Trade Surveillance, and Law Enforcement, where applicable.. Knowledge of the laws applicable to money laundering, terrorist financing, and other applicable financial/securities related crimes (e.g., insider trading, market manipulation), including the Bank Secrecy Act (BSA), The USA PATRIOT Act, US Treasury AML guidelines, OFAC, SEC, FINRA, FRB, FinCEN requirements, and SAR requirements. Advanced proficiency in Microsoft Office (i.e., MS-Word, MS-Excel, MS-Access, MS-PowerPoint and MS-Outlook)
Associated Bank is seeking a strategic and relationship-driven Senior Vice President, Commercial Real Estate Relationship Manager to play a key role in the growth and management of our Commercial Real Estate (CRE) portfolio.. Proactively manage portfolio performance and risk, ensuring compliance with bank credit policies, regulatory requirements, and strategic objectives.. Partner with internal teams including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, and others to deliver integrated solutions that meet the full financial needs of clients and prospects.. 8+ yearsof commercial banking or commercial real estate lending experience, with a successful track record of managing complex CRE relationships.. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence.
The CRE (Commercial Real Estate) Credit Analyst provides accurate, timely, and succinct credit analysis to support the company's portfolio management and new business development efforts.. Work with Commercial Relationship Managers or other Lending staff to prepare clear and concise Commercial Credit Approval Request (CCAR) memos that include all pertinent information associated with the overall risk of the loan, identifying the strengths and weaknesses of the Borrower.. Develop a working knowledge of the Commercial Banking Loan Policy and systems, including nCino.. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").