Collecting information
Organizing data
SRS provides financial reporting, regulatory compliance, and program management services to captive insurance companies. 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 env
Preferred Skills/Experience- Applicable state licenses- CRPC, CFP designations- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures- Demonstrated sales and marketing abilities- Strong analytical skills to asses
The Fair And Responsible Banking Risk Consultant will support the Fair And Responsible Banking (FaRB) Program within Corporate Compliance in the second line of defense. The FaRB Risk Consultant will work cross-functionally to review business practices and customer-facing processes, supporting effort
The position leverages data analytics, reporting, and the Risk Management Information System (RMIS) to help quantify operational risk impacts, manage loss and claims data, and develop insights to inform risk transfer, risk financing and risk mitigation strategies. This role partners with business un
Technical & Professional Skills: Working knowledge of advanced investment strategies and wealth management solutions, including capital markets, managed accounts, and alternative investments. Partner with cross-organizational teams and affiliates including wealth management sales teams, insurance,
Understands product performance metrics and articulates and prepares forecasts and risk assessments based on planned future activity. Proven solid organization, documentation, change management and project management skills. In addition to your salary, we offer benefits such as, a comprehensive bene
Build impactful relationships with new and existing clients and maintain relationship with firm leadership Create a positive and trusting environment where team members know each other and feel a part of their team Able to identify key tax technical issues and raise the appropriate questions before
Understands product performance metrics and articulates and prepares forecasts and risk assessments based on planned future activity. Proven solid organization, documentation, change management and project management skills. In addition to your salary, we offer benefits such as, a comprehensive bene
Ensure proper tracking and portfolio monitoring on an ongoing basis for compliance, documentation exceptions, financial statement collection; past due payment follow up, answering questions and solving problems involving custom lending systems and processes. Experience supporting and maintaining wea
Participate in developing and delivering risk and controls related training; provide mentoring to department management and other personnel. Operations, Insurance/Financial services experience or relevant technical experience; strong analytical skills; knowledge of basic project management practices
The Risk Manager role involves providing quality and risk management support throughout the opportunity and engagement lifecycle, including risk consultations to opportunity pursuit teams, reviewing and revising as applicable draft contracts (Statements of Work, Engagement Letters, Change Orders, Su
Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Review and prioritize candidates by evaluating candidate profiles and providing clear, actionab
Understands product performance metrics and articulates and prepares forecasts and risk assessments based on planned future activity. Conducts market research and competitive analysis to identify market trends, customer needs, and opportunities for product differentiation. In addition to your salary
Work you'll do As a Specialist Manager, Risk Compliance on the Personal Consultation team, you will be responsible for: Managing and providing direction to staff team members, including reviewing documentation related to employment relationships and personal financial relationships held by Deloitte
Understands product performance metrics and articulates and prepares forecasts and risk assessments based on planned future activity. Proven solid organization, documentation, change management and project management skills. Proven ability to work well within teams and the ability to influence peers
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicab
Manage large and complex projects, either single or multi-site, on time and to budget including elements such as scope and delivery requirements, budgeting, resourcing, planning, coordinating field and other technical work, and managing health, safety, and risk aspects. The Principal Project Manager
As a Commodity and Forex Risk Strategist, you will assume a strategic and innovative role in managing and optimizing financial risks arising from commodity price fluctuations and foreign exchange rate movements. This position requires a deep understanding of global markets, advanced risk modeling, a
Qualifications Required: Bachelor's degree in accounting, finance, business, compliance, law, or another related field 5+ years of experience in professional services, compliance, risk management, accounting, finance, legal, or audit environments Proficiency with Microsoft Word, PowerPoint, OneNote,
The successful candidate will be responsible for analyzing and evaluating potential product, portfolio, and company collaboration and acquisition opportunities, providing comprehensive reports and recommendations to the Business Development and Portfolio functions, and for ensuring that the departme