Collecting information
Organizing data
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.. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.. At Merrill, we empower you to bring your whole self to work.
Develops credit related procedures and follows established procedures and processes within Beneficial State Bank to ensure the banks overall compliance. Works closely with Credit Administration to ensure all assigned loan requests are processed in a timely manner; and keeps the loan applicant (client or prospect) duly informed throughout the loan application process. Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. 8+ years credit analyst, underwriting, and portfolio management for C&I loans. 5+ years in a commercial lending group as an Underwriter and/or Portfolio Manager.
The Chief Financial Officer (CFO) provides visionary financial leadership for the City, shaping strategic direction and ensuring long-term fiscal sustainability across all municipal operations.. The CFO provides oversight across a diverse portfolio of services that also includes utility billing, procurement services, including the City’s supplier diversity program, and the municipal court.. Collaborating with elected officials, City leadership, and department directors, the CFO brings a broad and integrated view to municipal finance and plays a critical role in shaping the City's fiscal future.. At least 10 years of related experience in municipal finance, including three years of leadership experience is required.. Chief Financial Officer (CFO) for Innovative Non-Profit – Portland, OR
President / Chief Executive Officer - Oregonians Credit Union. Oregonians Credit Union is seeking a dynamic and strategic leader to step into the role of President / CEO, succeeding the current executive, who will retire at the end of 2025.. This position offers a unique opportunity to guide a thriving credit union deeply committed to member satisfaction, financial stability, and community impact.. The President / Chief Executive Officer role at Oregonians Credit Union offers a salary range of $275,000 - $350,000 and a comprehensive benefits package, including medical, dental, and vision insurance, paid time off, and a 401(k).. Finance, Strategy / Planning, and Management
Who we are: Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA/Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. 8+ years credit analyst, underwriting, and portfolio management for C&I loans. 5+ years in a commercial lending group as an Underwriter and/or Portfolio Manager. We focus on the holistic health of our team members and promote work-life balance.
The Chief Financial Officer (CFO) provides visionary financial leadership for the City, shaping strategic direction and ensuring long-term fiscal sustainability across all municipal operations.. The CFO provides oversight across a diverse portfolio of services that also includes utility billing, procurement services, including the City’s supplier diversity program, and the municipal court.. Collaborating with elected officials, City leadership, and department directors, the CFO brings a broad and integrated view to municipal finance and plays a critical role in shaping the City's fiscal future.. At least 10 years of related experience in municipal finance, including three years of leadership experience is required.. Knowledge of Municipal Court operations is beneficial.
As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself.. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs.. A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment). A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment). Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
Ann Sacks' Sr. Finance Manager brings clarity and strategic insight to every financial decision.. Maintain a perpetual inventory process for fixed assets.. We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation.. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives.. By applying, you consent to your information being transmitted by Nexxt to the Employer, as data controller, through the Employer's data processor SonicJobs.
Responsibilities include directing compliance reporting efforts, compliance investigation, and activities associated with continued regulatory compliance across multiple business functions.. Directs compliance investigations across multiple business functions by overseeing the collection and analysis of quantitative and qualitative data; conducting interviews on escalated issues as appropriate; reviewing and evaluating research on key business issues; and evaluating and recommending corrective action plans for substantiated allegations.. Directs activities associated with continued regulatory compliance for multiple business functions by monitoring, interpreting, and designing strategy around regulatory changes; determining the impact of changes to the business; providing direction on implementation of changes throughout the business; and providing regulatory input before and during inspections to minimize the risks of future non-compliance.. Bachelors degree in Health Care Administration, Clinical, Law, Public Health, Business or related field and Minimum twelve (12) years experience in health care compliance, health care operations (quality, risk, etc.. audit, finance, regulatory or public policy development, investigations, information security, or insurance/health plan governance or a directly related field.
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
Title: Program Manager - Enterprise Asset Management (EAM).. Develop project plans, budgets, scope, timelines, outcomes, and deliverables using internal PMO tools and templates.. Strong preference is to have experience in leading Field Operations, GIS Implementations, and Asset Management.. EAM projects or the following technologies: Clevest, IQGEO, ESRI, SAP, Azure, M365.. Understanding of business process improvement and change management desired
Cyber Digital Identity and Access Management Okta Senior Consultant. Monitor and audit Okta deployments for adherence to security compliance standards and propose improvement initiatives. Serve as the primary escalation point for Okta-related incidents and support requests, providing timely and accurate resolutions. 4+ years of experience with installation, integration and deployment in Okta in a client environment. Okta Certifications, or CISSP certification is a plus
Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts.. Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts. Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity. Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
The Washington County Sheriff's Office (WCSO) is a full-service law enforcement agency located in Hillsboro, Oregon, serving the residents of the county's urban and rural areas.. The Financial Analyst position at the Sheriff's Office is responsible for developing and monitoring a budget for the Washington County Jail and its programs.. Additionally, they will be comfortable in areas in which AIC's (Adults in custody) may be present.. Washington County values your dedication to lead the future of our community through public service.. Resources include smoking cessation, weight management, and stress management classes (online or telephonic with a personal health coach); discounts on gym memberships, fitness activities, and sports tickets; and Health & Wellness events and onsite flu shot clinics.
Local government agency is seeking a full-time Infrastructure Planning and Asset Management Coordinator to join our Public Works Administration Department. The role integrates asset inventory management, GIS mapping, hydraulic modeling, quality assurance, and regulatory compliance to improve infrastructure sustainability, efficiency, and resilience. Municipal government, utility sector, or public infrastructure experience.. -Certifications such as AICP, PE, PMP, GISP, CQE, or AM. -Support public works contract administration and assist in developing technical reports, grant applications, and funding proposals
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
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.
Enforce corporate strategy and policies to Buyers and Senior Buyers, to achieve profit target.. Must have a Bachelor’s degree or foreign equivalent in Finance, Economics or related field plus 3 years of experience in Job offered, Logistics, Procurement Analyst, or related role.. Inventory Management: manage inventory levels to enhance order fulfillment and inventory turnover; monitor, research and correct inventory errors; enforce batch code management for inventory tracking purposes.. Supply Chain Management: Design solutions for purchasing and shipment, to save on the cost of materials and freight.. Food Compliance Management: Enforce food compliance into daily operations, such as pest control, batch code, COA and GSP standard.
Responsibilities include directing compliance reporting efforts, compliance investigation, and activities associated with continued regulatory compliance across multiple business functions. Directs compliance investigations across multiple business functions by overseeing the collection and analysis of quantitative and qualitative data; conducting interviews on escalated issues as appropriate; reviewing and evaluating research on key business issues; and evaluating and recommending corrective action plans for substantiated allegations. Directs activities associated with continued regulatory compliance for multiple business functions by monitoring, interpreting, and designing strategy around regulatory changes; determining the impact of changes to the business; providing direction on implementation of changes throughout the business; and providing regulatory input before and during inspections to minimize the risks of future non-compliance. Bachelors degree in Health Care Administration, Clinical, Law, Public Health, Business or related field and Minimum twelve (12) years experience in health care compliance, health care operations (quality, risk, etc. audit, finance, regulatory or public policy development, investigations, information security, or insurance/health plan governance or a directly related field.
We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds.. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services.. Standish Management is looking for associates to join our fund administration team.. With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds.. Serve as an essential part of the fund administration team