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RIA Custody Brokerage Operations is responsible for operational support for the firms expanding RIA Custody business which provides execution, clearing and custodial services to Registered Investment Advisors servicing institutional and high net worth clients.
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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.
$145,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Work closely with senior investment management team members and portfolio managers to develop and maintain appropriate financing assumptions and models within the context of business plans.
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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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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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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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Keywords: Dallas TX Jobs, Chief Executive Officer, CEO, Chief Technology Officer, CTO, Chief Operations Officer, COO, Chief Information Officer, CIO, Chief Financial Officer, CFO, President, Senior Vice President, P&L Statements, Profit and Loss Statements, Mergers and Acquisitions, M&A, Financial, Business Administration, International Business Experience, Technical Services, Texas Recruiters, IT Jobs, Texas Recruiting.
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HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans.
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As an Investment Banking Associate, you will play a pivotal role in leading and executing complex acquisitions and divestitures within the upstream sector and providing strategic advice to clients such as top operating companies, mineral and royalty organizations, investment management firms, and private equity firms.
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We touch on aspects of application security and areas prone to fraud and financial misstatement and on streamlining processes that are part of our client's core business so they can get a higher return on this key investment.
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Experience in using trust accounting and management software, preferably TrustDesk (FIS product). Provides management and guidance through effective communication related to carrying out trust administration activities.
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Progressive experience in a compliance role within the financial services industry, preferably at a Registered Investment Advisor (RIA) firm or fiduciary. Extensive experience with compliance management software and systems.
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Training of employees in and application of wildlife biology, entomology, administration, policies and procedures, fleet and equipment, maintenance and upkeep, time management, ethical business practices, pride, quality service, and customer satisfaction.
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At least 10+ years of work experience in corporate restructuring, investment or commercial banking, and/or consulting or corporate positions with a financial or accounting focus, 5+ years of which is direct restructuring experience.
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financial services investment banking business management jobs Title: software developer in Dallas, ND, Connecticut
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