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The bank is known for long-term, high net worth clients similar to that of private banking, rapid decision making, and conservative lending practices. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements.
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The firm is internationally recognized for its representation of Fortune 500 companies in high-stakes litigation and government-facing matters, as well as its ongoing commitment to pro bono service and diversity, equity, and inclusion.
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This partnership will support Mercers efforts to attract new ultra-high net worth clients and families. Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC.
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BFS encompasses the following departments with approximately 400 employees: Financial Management & Reporting, Purchasing and Procurement, Tax Services, UC Travel Center, Treasury, Costing Policy and Sales & Service, Payroll Partner, Student Financial Services, Accounts Payable, Mail, Document & Distribution Services, Insurance & Risk Management, and Operations.
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In addition, knowledge and insights into the economic environment and its impact on different industry sectors, awareness of competitive dynamics in the financial services sector, experience with higher risk credits, working knowledge of Small Business Administration (“SBA”) requirements, and the intellectual curiosity to learn will be key success factors in the role and help facilitate career growth.
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The Equity Derivatives Trader will play a critical role in analyzing market conditions, developing trading strategies, and managing risk to achieve profitable outcomes. Manage trading positions and exposure in equity derivatives, adjusting strategies based on market conditions and risk management policies.
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Provide expert advice and counsel on trust administration and estate planning solutions for high-net-worth individuals and families. The ideal candidate will be responsible for providing expert guidance on trust administration and sophisticated estate planning solutions for high-net-worth individuals and families.
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Professionals must be capable of providing high quality systems design and development, maintenance and support services; project management; business/system analyses; IT quality assurance (QA); and IT maintenance and integration of key systems, including enterprise resource planning (ERP); customer relationship management (CRM); enterprise content management (ECM); enterprise geographic information system (EGIS); and Internet and Intranet development and content management system (CMS.
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The State and Local Government practice provides individuals the opportunity to serve clients in the areas of: organizational strategy, sustainability, climate change, net zero, ESG, smart cities, IoT, broadband, digital equity, economic development, industrial policy and infrastructure strategy.
$94,900 - $142,300 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Minimum of six years of third party risk management experience in the financial services industry, conducting risk assessments, and reporting on KRIs. This position is part of CNB's Vendor Management Office and is responsible for enterprise wide third party risk evaluations and management services.
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The Inclusion Specialists at Woodcraft Rangers are responsible for ensuring the inclusion and support of students with developmental and intellectual disabilities in expanded learning programs.
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This person will have proven technical accounting and financial reporting skills to deliver results with Weaver's high standard of client service. Conduct or review research of complex or new accounting and financial reporting issues and prepare memorandums to support solutions.
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As a leading North American provider of laboratory testing, regulatory consulting, and certification & audit services, Certified Group includes Food Safety Net Services (FSNS), FSNS Certification & Audit, Certified Laboratories, EAS Consulting Group, and Labstat International Inc. Certified Group provides analytical testing and regulatory guidance services in the food & beverage, dietary supplements & NHP, cosmetics, OTC, personal care, tobacco, nicotine, cannabis, and hemp industries.
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Extensive experience in high-net-worth divorce.
$200,000 - $280,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Applying a deep knowledge of HR client services, employee relations, talent management, compensation, learning and development, organizational development and design, change management, and diversity, equity and inclusion to guide the HR client services team in providing strategic direction to units.
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equity and inclusion regulatory risk high net worth financial services jobs Title: manager Company: Wells Fargo in Los Angeles, Lahaina, Hawaii
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