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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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Demonstrated skills in complying with one or more regulatory programs: RCRA, Title V, Process Safety Management (PSM), Industrial Hygiene, BioSafety and High-Risk Work (e.g. elevated work, confined space, hot work, lock out tag out, etc.
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At the forefront of specialized financial services, Globe Life American Income Division Hart Organization helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Establish and maintain a culture of constant vigilance, information risk management, and industry awareness of information risk and protection of IFF’s information assets and critical business systems and processes.
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NET, MS Access, Oracle, SQL Server, Sybase, PL/SQL, SQL, TSQL, SSIS, SSRS, Tableau, TOAD, ERWIN, Data Modeling, Data Quality, Data Governance, Data Visualization, Java, HTML, SAS, R, Python, and other statistical/financial analysis tools and Graphical/presentation design tools, and the Internet in a Windows and UNIX environment.
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Collaborate with other risk functions (Anti-Bribery/Anti-Corruption Oversight, ECO Operations, Audit (MCAAS), International Legal & Compliance; Global Investigations) to support and enhance the Program.
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Experience with Organic, Gluten-Free, Kosher, Halal, Non-GMO verified programs high preferred. Ensure our facility and products comply with all regulatory and certification requirements including FDA, USDA, Kosher, Gluten-Free, and Organic standards.
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The team also perform regulatory assessments for manufacturing changes, provides guidance on regulatory expectations for medical devices, oversees BSE program and provides compliance documents to support Health Authority submissions.
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PhD in Health Services Research, Statistics, Psychometrics, Outcomes Research, or closely related field with 3+ years of relevant industry work experience in the COA field. Work closely with individuals from Clinical Research, Regulatory Affairs, Biostatistics, Outcomes Research, and Operations to ensure COA endpoint strategies are consistent with and correctly executed to support the product strategy.
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They provide a tailored expertise to a defined book of affluent and high-net-worth clients. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism.
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NET, SQL Server, Adobe Experience Platform, Salesforce Marketing Cloud Platform, Qlik, AWS, Tableau, Datorama, etc. NET, Veeva) to Salesforce. Pay rate to consultant Required Qualifications EXPERIENCE · + years of experience in architecting the solutions in server, client, and cloud technologies, and should have in-depth knowledge in system development life cycle, software development methodologies (Waterfall, Agile) and Patient services domain.
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The UC San Diego Office of Ethics & Compliance (OEC) serves as an independent, objective internal resource responsible for coordinating and monitoring the University's ethics, compliance and enterprise risk activities.
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equity inclusion regulatory compliance risk high net worth financial services wilkes barre jobs Title: manager Company: Wells Fargo in Woodbridge, NJ
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