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Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
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Provide subject matter expertise and guidance on compliance with all applicable SEC and FINRA rules and regulations, including but not limited to application of those rules to Asset-Backed Securities underwriting and secondary trading, Commercial Mortgage-Backed Securities, equities, equity research, investment banking and mergers and acquisitions.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Experience in Investment Account Onboarding Solutions and preferably involving Managed Accounts, the integration between the Investment Management Proposal and the Account Opening systems, Annuities, and Structured Products Advanced experience with agile approaches (e.g., XP, Kanban, Crystal, FDD) as well as design thinking and front –to-back process reengineering and automation.
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This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division by interfacing with Private Advisors, investment advisors, trust clients, trust beneficiaries and other interested parties and advisors.
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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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Firm Type: Law Firm, Experience: 4 Years, Job Overview: A law firm in Wilmington, DE, is seeking a skilled Corporate Funds and Private Equity Associate Attorney with 4-6 years of investment funds and management experience.
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Well established and rounded grounding in Identity and Access management concepts including OIDC & Identity federation and brokering. As a Principal Architect at JPMorgan Chase within the AI ML Data Platforms organization under the Chief Data Analytics Office, you provide expertise to enhance and develop architecture platforms based on modern cloud-based technologies, as well as support the adoption of strategic global solutions.
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New account coding - interpreting the client's investment guidelines from the completed Investment Management Agreement (IMA) and implementing the required controls through coding of compliance rules in BlackRock's Aladdin platform.
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ISC's 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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Configuration Management / Automation (Ansible, Terraform) Cloud Infrastructure implementation and management (AWS, GCP, Azure) Excellent command of Cybersecurity organization practices, operations risk management processes, principles, architectural requirements, engineering threats and vulnerabilities, including incident response methodologies.
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General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems; Provide client servicing support to Wealth Director, Head of Retirement Services, and Investment Advisors in the Rehoboth, New Jersey and Boca Raton locations of the BMCM. This service includes cash movement requests, quarterly fee reviews, fee refunds, preparing reports and presentations.
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The WIM team audits the following businesses: Trust Services, Trust Operations, Brokerage Services, Brokerage Operations, Advice and Planning, Marketing, Client Relationship Group, Investment Solutions, and Control Management.
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The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions.
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Your efforts will touch lives all over the financial spectrum and across all our lines of business: Consumer & Community Banking, Asset & Wealth Management, Commercial Banking, Corporate Investment Banking and Corporate Sector.
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investment management jobs in Arden, DE
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