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Good to have business knowledge in financial domains related to Anti-Money Laundering and Financial Crimes. Working closely with Production Support teams, Platform teams and Business Partners, this person handles technical aspects of the application, including Change Management, Maintenance, Platform Upgrades, and Changes to requirements from both upstream and downstream interfacing applications.
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The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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CONVERSE, Inc. is committed to fostering a diverse and inclusive environment for all CONVERSE employees and job applicants and offers a number of accommodations to complete our interview process including readers and sign language, accessible and single location for in-person interviewers, modified equipment/devices and closed captioning.
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Marketing and Business Development Exhibits thought leadership in a specialized area within International Tax Recognized as industry group go-to person in International Tax Works with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and Regional Business Development Manager to develop and execute an effective marketing plan Builds effective go-to-market strategies with Assurance Partners.
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Reviews and analyzes information gathered from databases to investigate alleged financial violations committed by a person or organization, including misuse of funds, misconduct, and corruption.
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Liaison between an external wholesaler team in a specified division and IR service team to help handle service and new business cases for top financial advisors. This person will deliver white glove service to our top advisors to help provide a better sales and service experience.
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This role requires in-person attendance at least 3 days a week (ideally Tuesday-Thursday) LendingTree is actively seeking a Senior Product Manager to lead and drive our industry leading B2B financial partner integration product development efforts in collaboration with our Engineering, Sales and Business Development teams.
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Experience in the Private Assets and Real Estate domain or related systems/data at another asset manager or financial services company would be a plus. This person should be a self-starter, able to work independently and cooperatively as required.
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This team focuses on driving results through advanced analytics supporting Automation and Digitization, Wealth Management and Financial Planning, Conversational Channels (Chatbot, Voicebox, etc.
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Key Job ResponsibilitiesLiaison between an external wholesaler team in a specified division and IR service team to help handle service and new business cases for top financial advisors. #LI-HybridABOUT EQUITABLEAt Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
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Developing in depth understand of financial product, LendingTree product, sales process, onboarding and tech integration along with contract negotiations. We've built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health.
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Core ResponsibilitiesIn this role, you will play the role of Financial Planner, Book of Business Manager and Behavioral CoachAt Vanguard, our mission is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law.
$53,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The person filling this role will act as a key point of contact for the MROs when it comes to financial reporting and performance metrics. In this important role, you will partner and collaborate with 14 Managers of Regional Operations providing valuable analytics and financial support to their ever-changing organization.
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Taking responsibility for the financial and production success of CEI related projects. Hybrid (in-person and remote) work environment. Taking responsibility for the financial and production success of CEI related projects.
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person financial jobs in Charlotte, NC
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