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Organizing data
Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. We operate throughout the United States, in offshore domiciles (Barbados, Bermu
Prior employment must include one (1) year of experience (with a Master's) OR three (3) years of experience (with a Bachelor's) with: preparing federal and state individual tax returns, extension estimates, and tax equalization calculations; complex tax concepts including AMT, SALT limitations, and
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Prior experience must include two (2) years of experience with a Master's OR five (5) years of experience with a Bachelor's with: experience creating multi-asset allocation plans at an institutional level and assessing the suitability and relevance of specific investments to meet client objectives;
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, aw
Submit a quarterly Regulatory Compliance & Risk Assessment Report, identifying risks, compliance gaps, and corrective action plans. Ensure compliance with DoD, Intelligence Community (IC), and federal acquisition guidelines, conducting periodic risk assessments and governance reviews. Develop and ma
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Prior experience must include 18 months of the following: overseeing entering in asset transfer instructions and ensuring that wires and other transfers (journals, DTC, securities transfers, ACH, direct debit, and direct deposit) are transmitted both accurately and in their entirety; working with cl
Prior employment must include two (2) years of experience with: working with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance or other relevant information needed to develop a financial plan; tax projections and reviewing accur
Solid experience in activities related to Operational Risk / Internal Controls / Compliance / Internal Audit, in financial institutions;. Knowledge of international norms, regulations and standards related to non-financial risk management;. Develop and review operational risk policies and procedures
We are seeking a high-performing FP&A professional to serve as a key contributor in the consolidation, enhancement, and delivery of management reporting and enterprise budgeting and forecasting processes. Support and help lead the annual budget and periodic forecasting processes, including timelines
As an independent control function and part of the firm's second line of defense, Compliance assesses the firm's compliance, regulatory and reputational risk; monitors for compliance with new or amended laws, rules and regulations; designs and implements controls, policies, procedures and training;
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
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. As a Private Client Advisor in Chase Wealth Management, you will offer compre
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei
Role Overview The FP&A Director Wealth Management & Commercial Strategy will oversee financial planning, budgeting, forecasting, and analysis functions, while leveraging wealth management expertise to strengthen commercial presentations and strategic initiatives. At Corient, we help high- and ultra
We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, well
Under the direction of the National Director, Channel Business Development and in collaboration with practice leadership, and the Chief Business Development Officer, the Director of Business Development, Legal, Compliance & Risk, is responsible for driving, monitoring, and improving sales performanc
The Risk & Compliance Analyst is responsible for ensuring Educational Federal Credit Union's adherence to operational, regulatory, and compliance requirements through coordinated risk assessments, compliance monitoring, and support of enterprise-wide risk and compliance initiatives. This role evalua