Collecting information
Organizing data
And Duties Build and maintain relationships with individual financial advisors by telephone, email and through virtual presentations. Utilize extensiv Investment, Wholesaler, Consultant, Internal, Financial Advisor, Sales, Business Services. Meets sales goals as defined by Management, leveraging pho
Primary Responsibilities Monitor investment accounting and compliance across US GAAP, Statutory, and Tax reporting bases Lead and support periodend close activities, including account analysis, reconciliations, reasonableness checks, and subledger entries Partner crossfunctionally with Capital Ma
Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions. Sending all documentation to scan, and maintaining files in client management system. Consistently developing our talent by en
A leading technology company is seeking a Financial Analyst to provide financial decision support, focusing on budgeting and forecasting. The ideal candidate will have a bachelor's degree in Finance or Accounting and at least 2 years of financial planning experience. This role offers the opportunity
Our financial and health benefits include a robust BlueCross BlueShield health plan, dental and vision coverage, short- and long-term disability, basic life and AD&D insurance, as well as options for supplemental life and AD&D. The Portfolio Trading and Operations Associate supports the Portfolio Pa
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
Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regula
Risk Assessment and Vulnerability Management. Threat Monitoring and Incident Response. Security Testing and Assessment.
Success in this role is demonstrated by the ability to deliver clear, concise, and actionable audit conclusions that improve management's understanding of key risks, drive meaningful control enhancements, adhere to regulatory requirements and support the objectives of retail brokerage and advisory s
The position offers substantial opportunities to gain financial and technical expertise, professional development, and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development. Please note that any position post
Knowledge of banking lending and deposit products, including securities-based lending, mortgages, and home equity lines/loans, checking and savings accounts, credit cards, certificates of deposit and corporate trustee services. We also have a competitive and comprehensive benefits program that suppo
This role is responsible for providing strategic direction and leadership in developing and driving the execution and coordination of the risk-based audit plan for coverage of the Operations institutional brokerage (agency execution and global equities trading), capital markets, and professional ser
You are responsible for collaborating with business leaders, key stakeholders, and business unit control consultants to develop, enhance and implement methodologies and processes to identify, assess, and improve risk and control management across the COO. Operations, Insurance/Financial services exp
Partner crossfunctionally with Capital Markets, Cash Management, and Investment Management teams to support reporting, reconciliation, and setup of debt and derivative transactions. This role supports critical accounting, reporting, and compliance functions across UnitedHealth Group's investment por
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
This role will support development and implementation of an audit coverage strategy for Personal Trust and Institutional Investment Services products and services, key risk and regulatory themes spanning fiduciary and asset management topics, and continuous monitoring of strategic initiatives and bu
This consultant will support a high-impact treasury management conversion and billing initiative tied to an acquisition, serving as a key liaison between Treasury Operations and IT Application Support to drive account analysis conversion, billing setup, pricing validation, testing, and operational r
Partner crossfunctionally with Capital Markets, Cash Management, and Investment Management teams to support reporting, reconciliation, and setup of debt and derivative transactions. Process investment trades, calculate/report realized gains and losses, and perform related financial analyses. This ro
Partner crossfunctionally with Capital Markets, Cash Management, and Investment Management teams to support reporting, reconciliation, and setup of debt and derivative transactions. This role supports critical accounting, reporting, and compliance functions across UnitedHealth Group's investment por
Preferred Skills/Experience - Considerable understanding of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business - Considerable understanding of the business line's operations, products/services, systems, and associated risks/controls -