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The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm’s high net worth clients. Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Demonstrated ability to forge and nurture meaningful relationships with high-net-worth and ultra-high-net-worth individuals to support an organization's goals and objectives.
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
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Who We Are: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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3-5+ years of relevant experience in strategic finance or business operations, including previous experience in private equity, investment banking, or management consulting and at a high-growth e-commerce/CPG company.
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ISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Must have 3 years of recent experience in financial engineering or statistical software package such as a Matlab, Stata, Bloomberg, or MS Excel/VBA. Must have 3 years recent experience in Word and PowerPoint.
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This leadership role encompasses high-level financial planning, organizational leadership, board engagement, financial modeling, and strategic decision-making. Manage grant budgets, financial reporting to funders, and ensure compliance with grant requirements.
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Our work aims to advance financial inclusion by partnering with select tech-enabled lending partners, improve financial health and drive widespread adoption of such fintech innovation by the financial mainstream.
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First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
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The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures.
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ODO collaborates with the four professional schools, the Graduate Division, and the medical centers to promote diversity, equity, and inclusion across UCSF. The work is grounded in anti-racist principles and social justice, equity, and inclusion practices to equip and enable participants to navigate conflict and engage in difficult conversations within the academic community in constructive and community-building ways.
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Additionally, the CCO will ensure that our operations, third-party providers, and business transactions adhere to all applicable rules, regulations, and internal policies to uphold high ethical and compliance standards across the business.
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The Department of Anesthesia and Perioperative Care at UCSF provides outstanding patient care, promotes cutting-edge basic and clinical science research, and educates the next generation of health care providers while focusing on increasing diversity, equity, and inclusion across the organization.
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equity and inclusion compliance high net worth financial services jobs Company: Wells Fargo in San Francisco, CA
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