Collecting information
Organizing data
Or your idea of a perfect day at the office is a deep dive into equity research. The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services. Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc. Advanced degree (such as JD) required
Looking for Technical Program Manager who can work with ACs across 6-7 scrum teams, Need to be very technical, able to articulate risks/dependencies/issues and roll them at Treasury portfolio Heavy experience with leadership and executive reporting.. Experienced with BUR reports Able to consolidate scrum team updates and roll up to program level for various executive reporting asks Past experience in Finance,.. Regulatory Compliance, Treasury a plus
The Enterprise Data Office (EDO) is part of EDMP organization and sets the enterprise strategy for and delivery of critical data-related initiatives required to accelerate the ongoing digital transformation of American Express products and services, enhance the overall customer experience, strengthen our data strategy and practices, and drive our continued growth. Reporting to the VP, Data Controls Implementation, this critical role will be instrumental in strengthening our data governance framework and mitigating key data risks within a complex and highly regulated financial services environment. 8 + years of experience in data management, data governance, risk management, internal controls or audit within the financial services industry.. Relevant certifications such as CISA, CISM, CDMP, or CRISC are highly desirable.. 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories.. As a Client Service Associate within our Commercial Bank, you will play a pivotal role in managing relationships with our clients.. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
This role is a senior member of the CISO of Americas team, with a primary focus on the Enterprise Information Systems Governance, Risk, and Compliance (EIS GRC) function.. High technical knowledge across Cybersecurity domains such as Identity Access Management, Data Security, Configuration Management, Log Generation, Incident Response, security risk assessment/testing methodologies, Secure Software Development Lifecycle, evaluating the adequacy and efficiency of internal controls; and identifying issues resulting from internal and/or external compliance examinations especially in cloud environments.. Knowledge of domestic and international banking regulations (Reg W, Basel II, Federal Financial Institutions Examination Council (FFIEC), General Data Protection Regulation (GDPR), etc.). Professional certifications in major cloud providers for security such as AWS Certified Security Specialty, Microsoft Certified: Cybersecurity Architect Expert or Azure Security Engineer Associate and other related certificates such as Certified Information System Auditor (CISA), Certified Information Systems Manager (CISM), Certified Information Systems Security Professional (CISSP).. Global Security Operations Center (GSOC) Manager, Vice President
You'll help them identify, evaluate, and execute profitable opportunities while sharing your knowledge in underwriting, mergers & acquisitions, and strategic deal structuring.. M&A Strategy Advisory Share proven strategies from private equity, investment banking, and corporate acquisition experience to help learners confidently buy and sell companies or business units.. 7+ years of hands-on experience in mergers & acquisitions and underwriting, with a proven track record of structuring, negotiating, and closing profitable deals.. Strong knowledge of financing options, including seller financing, debt, equity, SBA loans, and creative funding structures.. Master Deal Strategist Brings deep expertise in mergers & acquisitions and underwriting, with a proven track record of structuring profitable deals.
As a Product Advisor III- Treasury Solutions within PNC's Treasury Management organization, you will be based in Pittsburgh, PA. Other locations will also be considered: North Carolina, Arizona, Oregon, Texas, or Seattle.. The ideal candidate for this role within the Treasury Solutions Group will be responsible for solutioning of Embedded Finance opportunities, connectivity, and integrations services in a pre-sales advisory role during the engagement of prospective PNC Treasury Management (TM) Clients.. Candidates with certifications such as the Institute of Finance and Management (IOFM) Order to Cash and Procure to Pay certifications, Certified Treasury Professions (CTP) by the Association of Financial Professionals and technology certifications that represent foundational understanding of unattended connectivity (secure file transmissions, APIs, VANs) are encouraged to apply.. Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.. Competitive Strategies, Competitor Analysis, Go-to-Market Strategies, New Product Development, Process Design, Product Lifecycle Management (PLM), Product Strategies, Sales Enablement, Storyboards, User Research
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
Director, Private Wealth Advisory: Responsible for driving new business development efforts within a designated market and leading the local Wealth Advisory team to achieve revenue targets and coordinate and deliver first-class wealth management services, including investment management, financial planning, trust administration, estate planning, and tax planning to individuals, families, and institutional clients.. Effectively manage and oversee team delivery of wealth management services and solutions (in accordance with The Busey Promise, Client Engagement Model, and Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention.. Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion.. Prior team leadership experience is preferred Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.. Managing Director, Private Wealth Advisory Education and training requirements of the Director, Private Wealth Advisory plus: 3+ years of private wealth advisory team leadership experience Demonstrated progression of an expanded client base and consistently exceeding revenue targets
Innova Solutions has a client that is immediately hiring for a. Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).. Named One of Americas Best Employers for New Grads by Forbes (2024. One of the Largest IT Staffing Firms in the US Ranked #3 by Staffing Industry Analysts (SIA, 2024). One of the Largest Staffing Firms in the US Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
We are seeking a highly skilled and experienced ServiceNow IRM Developer to join our team.. In this role, associate will be instrumental in designing, developing, implementing, and maintaining robust Integrated Risk Management (IRM) solutions on the ServiceNow platform.. Lead the development, configuration, and customization of ServiceNow IRM modules, including Advanced Risk, Audit Management, Policy and Compliance Management, Vendor Risk Management (VRM), Regulatory Change Management, and Business Continuity Management (BCM).. Design and build IRM workflows, scoring methodologies, entity scoping, and Risk Assessment Methodologies (RAM).. Set up and manage integrations between ServiceNow IRM and other internal/external systems using various methods (e.g., REST/SOAP APIs, Integration Hub, MID Server).
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.
The Compliance Coordinator is responsible for ensuring compliance with all relevant and applicable requirements, issues, and concerns within Charter One and its managed schools as required by state and federal statutes, regulations, laws, programs and internal policies and procedures, while ensuring the compliance and alignment of Charter One and its managed school’s mission, vision, and values.. Assuming the Title IX Coordinator role, ensuring the proper implementation of Title IX and related policies, procedures and trainings.. Work closely with all managed school’s board of directors, administrators, technology team, and business office to meet ongoing compliance deadlines.. Strong analytical and problem-solving skills with the ability to perform related data analysis, statute interpretation, and problem solving. Working knowledge of charter school accountability systems
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
Strategy & Corporate Development Director Embark on a transformative journey with Cognite, a global SaaS forerunner in leveraging AI and data to unravel complex business challenges through our cutting-edge offerings including Cognite Atlas AI, an industrial agent workbench, and the Cognite Data Fusion (CDF) platform.. We were awarded the 2022 Technology Innovation Leader for Global Digital Industrial Platforms & Cognite was recognized as 2024 Microsoft Energy and Resources Partner of the Year. In the realm of industrial digital transformation, we stand at the forefront, reshaping the future of Oil & Gas, Chemicals, Pharma and other Manufacturing and Energy sectors.. A Typical Day as a Cogniter in the Corporate Development Team May Contain Some of the Below Tasks & Responsibilities: Lead processes related to strategic business development and running fundraisings, acquisitions, partnership processes or other high-stakes relationships (OEM, new business development, resellers, technology partners). We Believe Some of These Should Match Your Experience: 3-6 years experience in Consulting, Corporate Finance, M&A, Investment Banking, Venture/startup, or Corporate development. Frost & Sullivan named Cognite a Technology Innovation Leader!
Copper Springs, part of Lifepoint Behavioral Health, a nationally known healthcare organization with a diversified delivery network across the country, seeks passionate, patient-centric, and goal-oriented team members to join our team.. We specialize in compassionate behavioral health services, including crisis stabilization, inpatient care, and outpatient treatment for acute mental health and substance use disorders.. Our philosophy is built on a psychosocial model of care aimed at decreasing suicide rates, reducing addiction-related deaths, reversing declines in life expectancy, and improving community productivity.. Master's Degree in a health-related field preferred; Bachelor's degree with equivalent experience in a psychiatric hospital acceptable. Previous experience in a psychiatric healthcare facility, with direct experience working with chemical dependency, dual diagnosis, psychiatric, and geriatric patients preferred
Leverage data analytics platforms (e.g., Power BI, Tableau) to create dynamic dashboards and business intelligence reports.. Four-year degree in Finance, Accounting, Economics, or Business; MBA, JD, CPA or equivalent advanced degree preferred.. Director of Treasury & Assistant Treasurer. Deputy Director - Water Enterprise ServicesDirector of Financial Planning and Analysis. Associate Director, Private Wealth Client ServicesDirector of Operations Finance/ ControllerDirector, Aviation Operations and Compliance - Remote
WSC seeks a driven, analytical and highly versatile leader to partner with the company's corporate strategy group and senior functional leadership, focusing on key strategic initiatives that are critical in fueling the organization's growth over the next 5 – 10 years. Many such assignments could be ambiguous in nature and require a highly motivated, independent and intellectually curious individual who can frame situations through multiple lenses, leverage the right resources and lead through influence to help chart a path forward. Bachelor's degree is required, Master's in Business Administration (MBA) from a top tier program with a focus on finance, strategy or general management strongly preferred.. Minimum 5+ years of relevant experience in business analytics, operations, finance, product management, investment banking or strategy consulting.. Director Of Business Development - Digital MarketingBusiness Development Director (SaaS/Healthcare IT)Director Strategic Partnership Development
Vice President, Chief Information Security OfficerMarket Chief Executive Officer - Copper SpringsSenior Vice President and General Manager, NSTC Research Facilities. Vice President of Preconstruction-Mission CriticalConstruction Regional Vice President, West. Sr Vice President of Finance - West CoastVice President, Engineering Renewable Energy - Solar Tracker. Treasury Management Officer - Commercial Banking - Vice PresidentThird Party Risk Management - Intake, Vice President. Consultant Senior- Business Banking- Vice PresidentVice President Product Delivery Manager, Secure Insights - Innovative IntelligenceTrade Finance Servicing, Associate / Vice President
Come grow with James River Insurance!. James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and Washington, DC. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs.. At James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork.. The Financial Analyst I provides support to financial planning & analysis, management reporting, financial systems, and other functions within the department that will assist management and others in making educated economic decisions.. One year hands-on accounting or finance experience within the Property and Casualty Insurance industry preferred