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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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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 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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Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
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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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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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Define, plan and execute SAP cash management, Treasury management including Transaction management, Hedge management and accounting, Liquidity planning and analyzers.
$102,750 - $188,375 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our client, a busy and rapidly growing law firm, specializing in real estate development and public finance practice, is actively seeking an Associate Attorney to join their dynamic team in Dallas, Texas.
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Joining our client's real estate development/public finance practice law firm offers an excellent opportunity to work on exciting projects and gain valuable experience. Handle diverse legal cases related to real estate development, municipal utility districts, public improvement districts, public-private partnerships, and public law.
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Director of People Operations will lead our global office’s human resources/people operations function, including recruiting, onboarding, compensation, benefits, employee relations, culture/DEI, performance management, organizational initiatives, internal communications around HR issues, HR technology and other people systems, workforce planning (in collaboration with COO, CTO and other senior leaders), policy administration, retirement plan administration, and compliance.
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HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you.
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The Data Warehouse Architect will also evaluate and provide input on infrastructure components such as software, hardware, database management systems, and networking capabilities. PRIMARY RESPONSIBILITIES Strategy & Planning · Assess and cultivate long-term strategic goals for data warehousing in conjunction with IT architect(s), data users, department managers, clients, and other key stakeholders.
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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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As an OCM Consultant for SAP FI-CO, Ariba, MDG (Finance and Controlling, Ariba Supplier Management, Master Data Governance), you will be responsible for supporting the organizational change management activities for a SAP FI-CO, Ariba, MDG implementation project.
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investment management estate planning jobs Company: Deloitte in Dallas, Castle-rock, Colorado
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