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Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
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Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Manage client money movements and account service tasks with their specific custodian bank or brokerage firm while abiding by the firms compliance policies and procedures. The Middle Office Associate is responsible for the delivery and execution of the exceptional service provided to clients, custodian firms, money managers, and consultants.
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When Middle Office Associate team members are off-site assist with daily client requests. Maintain accurate and up-to-date Institutional OCIO, Discretionary Practice client records, and activity, including the CRM, trading systems, custodial websites, etc.
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Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) The Merrill Senior Market Client Relationship Manager (Sr. MCRM.
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Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), KYC (Know Your Customer) and other regulatory requirements. Job Description Job Description Position Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.
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Implementing process improvements around AML (anti-money laundering), KYC (know your client) and portfolio management systems for the CIO and other Managing Directors. Reporting to the Deputy Chief Investment Officer, the Manager/Director of Investment Operations will provide oversight and management for the operational and analytical functions of the investment office.
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Tracks and reconcile the Banks cash inventory for the IBI, Safe and Sound money rooms and the Loomis vaults by ensuring all incoming and outgoing entries are listed accordingly for client orders, Financial center payouts and currency and coins deposits received from the client and Financial center all transfers to other vaults and Fed orders and shipments registered under the internal spreadsheet, reports received from the money room, general ledgers entries reviewed.
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Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client's Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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The Director, Bank Secrecy Act/Anti-Money Laundering (BSA/AML) leads CrossFirst Bank's corporate BSA/AML team, including anti-money laundering/countering the financing of terrorism (AML/CFT), client on-boarding, and sanction compliance.
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BSA Analyst responsibilities include: Administering the Bank Secrecy Act/Anti-Money Laundering Program and related procedures in accordance with Bank’s policies, procedures, and applicable federal regulations.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.
$105,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This is done in various way, including our educational classes and client events, as well as, Your Money, Your Wealth® television, radio, and podcast shows. Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor’s “to-do” list.
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The department oversees compliance with external and internal rules that govern our banking and financial activities including Know Your Customer, anti-money laundering, anti-terrorism financing, sanctions & embargoes, client protection, market integrity, anti-bribery & corruption, and data protection.
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Conduct legal research and analysis on complex issues related to energy trading, including market manipulation, anti-money laundering, and derivatives regulation. We are currently recruiting for our client, a prestigious energy company, seeking an AGC with expertise in energy trading and regulatory compliance.
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