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Join a dynamic and innovative Insurtech company at the forefront of revolutionizing wealth management and retirement planning solutions. Minimum of 10 years of experience in legal and compliance roles within the financial services industry, preferably with a focus on wealth management, retirement planning, and insurance.
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The Company is a privately held real estate investment firm focusing on the acquisition, asset management and redevelopment of multifamily housing. The Affordable Housing Compliance Specialist will be responsible for supporting the Asset Management team in the day-to-day administration of all Asset Management projects, policies, and procedures with a specific focus on managing all affordable compliance and reporting for BLVD’s affordable portfolio consisting of both Section 8 and LIHTC properties.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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The Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third party risk management, and governance strategies across the firm.
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Manages event management functions and staff on a daily basis, including the departments of Event Planning, Banquets/Catering, Event Service and Event Technology (Destination Management, if applicable.
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The ideal candidate will have a solid background in real estate development, public finance, public law, and/or government relations, with substantive legal experience in some or all of the following areas: real estate, municipal utility districts (MUD), public improvement districts, public-private partnerships in land development, and public law.
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Fund Accounting, budgeting, and forecasting – working in partnership with CEO to establish fund financial management and planning. The successful candidate has experience in deal origination, financial analysis, capital structuring, and portfolio management, and a willingness to apply those skills in directing capital toward gender and racial justice.
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A minimum of 2 years of substantive legal experience in any of the following areas: real estate, real estate development, municipal utility districts (MUD), public improvement districts, public-private partnerships in land development, or public law.
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Allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning.
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Define, plan and execute SAP cash management, Treasury management including Transaction management, Hedge management and accounting, Liquidity planning and analyzers.
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Knowledge of federal income, estate, gift, and GST tax; multi-state estate and tax planning issues. Provides management and guidance through effective communication related to carrying out trust administration activities.
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In this role you'll have the opportunity to: Support our clients who are building and managing world-class third party risk management programs by maximizing the value of their investment in the Aravo platform.
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Planning management - backlog grooming, capacity and demand planning, sprint work allocation, critical path management, change requests, dependence management; Actuarial Science, Business Administration/Management, Commerce, Computer and Information Science, Computer Engineering, Computer Programming, Data Processing/Analytics/Science, Economics, Engineering, Engineering and Business, Finance, Information Technology, Management Information Systems, Mathematics, Mechanical Engineering, Operations Management/Research, Risk Management, Software App, Statistics.
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Lead a team of highly experienced Supply Chain Engineers supporting Demand Planning, Supply Planning, Inventory Management and Order Fulfillment functions. As Sr. Manager, Supply Chain Engineering, you will be supporting the planning and execution systems powering Micron’s multi-billion-dollar semiconductor supply chain.
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Our clients include private equity funds, real-asset funds, hedge funds, venture capital funds, real estate funds, oil and gas funds, other alternative investment funds, and select family offices and private wealth managers.
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investment management estate planning jobs Company: Charles Schwab in Dallas, Castle-rock, Colorado
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