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OverviewEstablished and growing Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Portfolio Operations Associate to manage the portfolio accounting system, including account setup and maintenance, data integrity oversight, reconciliation, and client reporting.
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The Quality Assurance Specialist is responsible for all aspects of internal incident management /trending and the tracking of RIA documentation to ensure compliance with regulation. Maintain working knowledge of all OPWDD, NYS Justice Center, Federal and State Regulations.
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Ability to implement industry safety standards into electrical and programming design for robot cells: i.e. UL, Robot Industry Association (RIA). Develop root level Allen-Bradley PLC and HMI control programs to interface with FANUC and/or KUKA robot control programs.
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A rapidly expanding RIA (Registered Investment Advisory) Firm located in Fort Lauderdale, Florida, with over $2.6 billion AUM has an immediate need for a full time, nonexempt Junior Trading Operations Specialist to assist in the trading operations area of the company.
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Prior experience developing standardized PLC/HMI/Robot control interfaces is a plus. This position is with our Automated Packaging System (APS) Team based in Orlando, FL where you will assist to develop and control world class robotic cells and related equipment through the implementation of emerging technologies and best in class controls design practices.
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You ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients in the broker dealer and RIA communities.
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Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including Access, Prosystems and other tax related software. 4 – 7 years of tax, accounting or bookkeeping experience including accounts payable, accounts receivable, payroll, general ledger and financial reports.
$100,000 - $125,000 a yearExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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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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Experience in a Registered Investment Advisor (RIA) setting highly regarded. Familiarity with APX, Black Diamond preferred;Genesis and Moxy a plus. Experience in a Registered Investment Advisor (RIA) setting highly regarded.
$60,000 - $65,000Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Electrical Controls/Design Engineer - Robotics will be responsible for bringing together the electrical design and programming associated with company's robotic cells and other equipment. Minimum 3-years’ experience in electrical/controls/programming experience relative to robotics, material handling and systems integration - Required.
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The Opportunity:The Electrical Controls/Design Engineer - Robotics will be responsible for bringing together the electrical design and programming associated with company's robotic cells and other equipment.
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Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred. In this role, the International Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and maintaining key client relationships.
$95,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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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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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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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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