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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Our work depends on a Database Analyst Advisor joining the F-35 Lightning II Joint Program Office (JPO) office in Arlington, VA.The Joint Strike Fighter (JSF) F-35 IT program support contract provides knowledge-based, information assurance and cybersecurity IT services to the F-35 Lightning II Joint Program Office (JPO.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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Structure, draft, review and effectively negotiate a variety of commercial contracts supporting the various functions within the operations group including the project sites and the back-office support functions such as procurement, engineering, environmental, operational excellence and the regulatory compliance teams.
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Minimum 5+ years' experience in back office/middle office operations, third party/procurement at an asset management firm with a solid understanding of Enterprise Risk. Preference to candidates with knowledge and experience in third party risk management, change risk management and/or operations risk management.
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We are seeking a skilled Integration Engineer to join our specialized AdTech team at Dailymotion, supporting our Ad Operations Team. Reporting directly to the Director of AdTech Specialists, the successful candidate will play a vital role in DSP integration and offering technical ad expertise to various teams, including Operations, Partnership, Product, and Ad Tech Engineers.
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Including back-office operations related to credit products. Computer/Technical: Demonstrates working or functional proficiency sufficient to apply the use of software applications (Micro-Soft Office Suite) without assistance and minimal supervision.
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Our talented team of employees worldwide helps bring movies to your seat on airplanes, deliver mission-critical information from drones to the command office, transfer heart rhythm to paper, route communications from space, connect power to downhill oil drills, and get planes back in the air faster.
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Bachelor’s degree with at least 1-5 years of experience in financial services industry, specifically back office operations and/or fund accounting. Experience with BlackRock Solutions and/or Wall Street Office or a similar investment book of records system.
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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This allows them to operate more efficiently and offer a superior, unified digital experience to their clients. What You'll Do: Develop new client relationships with HNW client prospects brought to you by Savvy's Client Marketing & Lead Generation teams with full, end-to-end marketing campaign support.
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Proficient with Microsoft Office suite and hardware and software applications to manage contact center and back-office operations (Cxone, Verint, Avaya, etc. Great companies need great teams to propel their operations.
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The crews will then lay conduit then the surveyor will collect as-builts and send back to the office for review. Entry Level - Operator Someone who knows layout and can operate the equipment Equipment - however many crews earthwork operations is running (2-3 crews) Layout where they will dig, as digging not too deep or too high, lay conduit then collect as builts and send 1 site in ATL - 1.5 years.
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3+ years’ experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. Associate Manager, Middle Office Operations.
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