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Provide expert advice and counsel on trust administration and estate planning solutions for high-net-worth individuals and families. The ideal candidate will be responsible for providing expert guidance on trust administration and sophisticated estate planning solutions for high-net-worth individuals and families.
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Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed.
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Bernstein Private Wealth Management ("Bernstein"), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
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The bank is known for long-term, high net worth clients similar to that of private banking, rapid decision making, and conservative lending practices. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements.
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Lead the team responsible for Campus Safety, Emergency Management Systems, Environmental Health and Safety and across campus task-forces in a manner than enhances the quality of campus life while supporting regulatory and compliance requirements.
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Professionals must be capable of providing high quality systems design and development, maintenance and support services; project management; business/system analyses; IT quality assurance (QA); and IT maintenance and integration of key systems, including enterprise resource planning (ERP); customer relationship management (CRM); enterprise content management (ECM); enterprise geographic information system (EGIS); and Internet and Intranet development and content management system (CMS.
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We are seeking an Operations & Compliance Manager, under the direction of the Head Start Assistant Director, the Operations and Compliance Manager leads and manages the operations of all Head Start facilities and works closely with the Head Start Leadership, Crystal Stairs Purchasing Department, and Operations Department to perform a wide range of services related to operations, facilities management, and procurement.
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Using fundamental technical skills, analytical abilities, and up-to-date regulatory knowledge, provide complete customer oriented, environmental analysis, planning and compliance solutions, to assist clients in areas of CEQA/NEPA permitting and regulatory compliance.
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The ideal candidate will have core competence in equity research and financial modeling. Seeking an exceptional candidate to join the firm as Managing Director to build and grow its services practice.
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The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Vice Presidents in the Financial Services Group support new business development and investment banking engagements, manage the execution of mainly mergers and acquisitions transactions, and assist with private capital markets and restricting transactions.
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Specializing in project planning, environmental analysis and assessment, natural and cultural resources management, environmental restoration and design, and regulatory compliance, ESAs scientists, historians, planners, designers, and technical specialists provide critical thinking and in-depth analyses to guide successful policy development, project planning, and the creation of enduring multi-objective solutions.
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Collaborate with internal departments such as finance, legal, and compliance to ensure adherence to regulatory requirements and internal policies. Proven experience in investment management, with at least 10 years in progressively responsible roles, including leadership positions within asset management or financial services firms.
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Now, in addition to job training and employment services, significant PACE programs encompass: business development; early childhood education (Head Start); financial education and asset building; housing and rehabilitation services; weatherization and energy-conservation programs; and affordable housing development.
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The Director/Partner for Transaction Advisory Services works with our Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Keeps up to date with the Transaction and Advisory Services Industry, and Private Equity groups (PEG), following the industry's advancements.
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Experience in a high-volume and complex university advancement services or fundraising environment. This is a highly collaborative and cross-functional position, where you will act as a liaison within Advancement Services and other External Affairs units.
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equity and regulatory compliance high net worth financial services jobs Title: manager Company: Wells Fargo in Los Angeles, CA
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