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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.. Handle more complex calls including Integrated Benefits, Non Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self Directed Brokerage.. FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses
The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries.. The Managing Director Relationship Manager - Middle Market Banking is responsible for acquiring and managing Middle Market Banking relationships.. Delivers a full suite of commercial banking products and services including loans, deposits, treasury management services, interest rate products, capital markets, wealth management and other fee income business.. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Sales planning and forecasting, Financial analysis, Credit underwriting, Knowledge of business lending, deposit and cash management solutions, Knowledge retail and wealth solutions referred, Business development, Networking and building centers of influence. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
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.
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
As a Commercial Lender you will be responsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals.. · Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings);. · Ensure production goals are met including DDA growth goals;. · Contribute to achieve all the relevant ESG goals including Community Reinvestment Act and multi-cultural lending goals;. · Possess the initiative to obtain education related to ESG and sustainability practices;
This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs.. Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt etc.). Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience.. Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.. Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
The Treasury Management Product Manager is responsible for building Product Management discipline within the organization, implementing goals and objectives that are linked with strategic initiatives, delivering exceptional customer service, utilizing technology to improve operating performance, and building strong working relationships with all other business units.. This position is responsible for comprehensive, strategic management of treasury management products and related services to ensure the proper level of expertise and bench strength is fostered in all of the aforementioned areas.. Increase organizational effectiveness through partnerships with areas in the bank. Work with Testing and Training Compliance Manager and Business Unit Compliance Specialist to implement and complete risk assessments. 5 - 6 years of product management of Bank treasury management solutions preferred
Software Asset Management Operations: Develop and maintain a deep understanding of the software asset lifecycle, IT Asset Management policies, SAM procedures, the data model and functionality of the CMDB and software asset management tools in ServiceNow. Maintain Centralized License Inventory: Ensure completeness of software license inventory in a ServiceNow CMDB; maintain records of software purchases and licenses; work onboard and manage licenses acquired by other groups or through acquisition activities.. Working experience on Tanium, Axonius or JAMf. AI-driven automation, prompt engineering and LLM integration. 1+ years CMDB and Hardware Asset Management experience
Perform moderately complex financial forecasting, financial modeling and trend analysis to support executive leadership decisions.. Support the testing and change management efforts associated with ERP implementation, liaising with key stakeholders and SMEs. Partnering with Director and Stakeholders to shepherd desired outcome.. Maintain and documents a formal calendar with stakeholders in regards to the preparation, review and publishing of consolidated Actuals, Forecast, and Budget inputs. Leads special projects as assigned by Director of Finance and within coordination with various departments, including but not limited to Financial Planning & Analysis, Accounting, Regulatory, and Operations.
EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services.. The International Tax Analyst will have a primary focus on all US income tax matters and be responsible for leading the US and international tax compliance function, ensuring strategic alignment with business objectives and regulatory requirements.. Responsible for US and International indirect tax matters including compliance, documentation, audit defense, & reserve analysis for EQ and its affiliates, partnering closely with dedicated, internal resources in our Center of Excellence (CoE) in India to ensure seamless coordination and execution of key initiatives including monthly transactional tax reporting and account reconciliations to ensure compliance with internal controls. Substantially relevant indirect tax experience.. Oracle/Workday (ERP), Avatax/Vertex/Onesource Indirect Tax, BNA/Sage (F/A)