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CFA), Accredited Asset Management Specialist AAMS , Certified Trust and Financial Advisor CTFA, Chartered Life Underwriter CLU, CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant.
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Possessing experience with Oracle Cloud Risk Management Cloud (RMC) design, implementation or assessment experience including Advanced Access Controls (AAC), Advanced Financial Controls (AFC) and Financial Reporting Compliance (FRC.
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Experience working with multiple financial services data sources/data source systems and awareness of data management and data integration principles. Assisting with large AML advisory/consulting engagements at large and mid-sized financial services companies.
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We are a broker-dealer and RIA providing support to financial advisors in all areas of their business: compliance, technology, marketing, operations, practice management, and more. Responsibilities include:Monitoring the sales practice activities of IFP’s financial professionalsReviewing and approving client new account documentation and trade recordsConducting suitability and best interest reviews of customer trading activity in securities, including mutual funds, variable annuities, equities, fixed income securities, etc.
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Within the BTS practice we serve renewable energy clients that develop, build, own, and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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6+ years of project experience in the financial services industry at a top-tier consulting firm (e.g., Accenture, Deloitte, KPMG, EY, Sapient, etc.) Bip. Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry, is seeking a project manager / lead analyst with experience in Organizational Design and HR Strategy to join our team.
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The Department Manager is a key role responsible for managing the technical, operational, and financial aspects of the Building Inspection Department. Universal Engineering Sciences (UES) is a nationwide leader in Geotechnical Engineering, Construction Materials Testing and Inspection, Building Code Compliance, Environmental, Occupational Health & Safety, and Building Envelope services.
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DescriptionThe Technology Chief Financial Officer, ('Tech CFO ') is responsible for financial leadership of Humana's global Tech operations, including strategy and execution from new project prioritization and planning to ongoi.
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Requires a Master’s degree or foreign equivalent, in Business Administration, Finance, Management, Economics or related field and 8 years of experience as a Product Manager, Senior Specialist, Analyst, Associate or related position involving product development of financial products for the LATAM region.
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6+ years of relevant experience within the financial services industry with Tier-1 player or regulatory entity or top tier consulting; demonstrated experience in macroeconomic / bank analysis. In addition, the team oversees the key risk management methodologies and calculations, including CECL and IFRS9 for credit reserves, and Basel Advanced RWA. Within FinCRO, Regulatory Capital Risk Management ("RCRM") provides independent risk management oversight for capital management, planning and forecasting, recovery and resolution planning, capital interpretations, and capital calculations and reporting.
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Employee Assistance Program through Sun Life Financial EAP Guidance Resources. Employee Assistance Program through Sun Life Financial EAP Guidance Resources. You'll be responsible for overseeing the operation and maintenance of essential cybersecurity systems, including Security Information and Event Management (SIEM), Endpoint Detection Response (EDR) systems, network access control (Forescout), and Security Orchestration, Automation, and Response (SOAR) platforms.
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To help secure your financial future and preserve your health and well-being, including:Premier Medical, Dental and Vision Insurance with no waiting period. Data processing/data transformation using ETL/ELT tools such as DBT (Data Build Tool), or Databricks.
$76,000 - $236,500Full-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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15 plus years professional experience in management consulting and/or with local government agencies related to water resources (with focus on stormwater but including water, wastewater, reclaimed water), economics, pricing, infrastructure funding, financial analysis and working for local government agencies in these areas.
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People with experience in consulting or other B2B companies that have proven success in building a social media strategy and managing social media campaigns are preferred, as this role will support corporate messages, broad service areas, and aligned campaigns for multiple public and private sector audiences the brand serves across the Defense & Security, Energy, Sustainability, and Infrastructure, Financial Service, and Health industries.
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Moss' Sr. Project Accountant is responsible for reviewing contracts and agreements for accounting related information along with reviewing and preparation of the financial statements for the project.
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financial job Company: Revolut in Tampa, FL
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