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The ideal candidate will have at least 3 years experience with respect to AML/KYC compliance and the on-boarding of clients within the asset management industry. Ensuring clients meet applicable AML/KYC requirements and that the appropriate AML/KYC process is followed for all new client to mitigate risk to Client.
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We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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It was founded in 2017 by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
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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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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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Extensive hands-on experience implementing data migration and data processing using AWS services: VPC/SG, EC2, S3, Autoscaling, CloudFormation, Lake Formation, DMS, Kinesis, Kafka, Nifi, CDC processing Redshift, Snowflake, RDS, Aurora, Neptune, DynamoDB, CloudTrail, CloudWatch, Docker, Lambda, Spark, Glue, Sage Maker, AI/Client, API GW, etc.
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Installation and Setup: Install, configure, and set up Genetec security systems, including access control systems, video surveillance systems, and intrusion detection systems, at client sites according to project requirements and industry best practices.
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Crowe is looking for a Process Optimization and Robotics Senior Consultant with the drive to work in an entrepreneurial environment supporting our larger client base in the technology, media & telecommunications industry while focused on some of the longer-term project needs of our clients.
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Our client has a position open for a Field Service Engineer to support the customers in the Semiconductor Metrology Industry. This position will involve the installation; maintenance and repair of Analytical X-ray Equipment, XXR measurement tools, Thin Film measurement tools, Wafer Analyzers, X-ray HV Power Supplies, X-ray Detection Devices, Automation Devices, CCD Cameras, Cryogenic Equipment and other relate devices.
$85,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This individual will be a contributing team member in our Process Optimization and Robotics Consulting practice, while working alongside the client and their teams on various areas including ISO, SOC, CCPA/CPRA, GDPR, ISMAP. RPA Development and Process Automation for internal audit processes, security and compliance processes, financial processes, business processes, and similar engagements.
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Client in WI seeking Physical Therapist Physical Therapist Days - Aspirus at Home Medford, Medford, WI (PT) to work 8:00 AM - 4:30 PM. Join the staffing agency with Club CoreMed, the best perk in the industry - an all inclusive paid trip to a tropical resort.
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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). 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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Dick clark productions is hiring a Vice President of Brand Partnerships ideally with 10+ years of experience in content partnershipssales, business development, and account management, in the music industry, live event entertainment, tentpoles, or in unscripted television.
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Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. This position has limited travel, with client work primarily being performed remotely.
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Conduct interviews with client stakeholders to assess current metadata management and data governance capabilities and refine use cases associated with metadata management, taxonomy, and ontology development.
$82,500 - $123,700 a yearFull-timeExpandApply NowActive JobUpdated Today
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