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The Regional Vice President is responsible for growing our RIA referral platform. 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), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Expertise in Tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect)Microsoft Office proficientSolid analytical skillsGreat interpersonal skillsExcellent communication skills (written and verbal)Strong attention to detailHighly organizedDesired Skills:Master's Degree TaxationCPA or parts passedCPA or member of state Bar; Masters in Taxation, JD, and/or LL.M (with a concentration in tax.
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The primary role of a Corporate Tech Bar Manager is to run, support, and take ownership of the Saint Gobain Corporate Technology Bar located in the Malvern, PA Headquarters. Develop and implement policies, procedures, and best practices for the IT support bar, in alignment with the IT department and the corporate standards.
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The Corporate Counsel's client is ADF and the fiduciary duties and obligations of this position run strictly to ADF. All information obtained by Corporate Counsel, in that role, will be held in strict confidence except as required to be provided to the President, CEO and General Counsel, appropriate Executive Team members, and other Team members or Board Directors as required for the fulfillment of the position's official duties.
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5 - 7+ years of financial planning experience with a broker-dealer, RIA, investment firm, law firm, or accounting firm. The position will collaborate with financial advisors, their staff, and NPI colleagues to develop financial models, plans, and project materials using financial planning software (e.g., eMoney) to support the advisors' clients in the areas of estate, retirement, business succession, investment, and income tax planning.
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The Associate Corporate Counsel – Employment will work collaboratively with the Law Department, Human Resources, and Employee Relations and Compliance Team. This role will be responsible for implementation, maintenance and continuous improvement of employment litigation management and employee relations and compliance activities and programs.
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Within WSFS Capital Markets, the Interest Rate Derivative team identifies, presents, and executes interest rate hedging solutions for the firm's corporate, commercial, small business, wealth, and private banking clients.
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Provide corporate support and participate in the mobilization of the eClean program across the legacy business within Eurest Services. ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a Keystone member of the International WELL Building Institute (IWBI.
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Candidates will report Stryker DES's Corporate EHS Director and will help deliver Stryker DES's core values: excellence in service, commitment to health, safety and attention to regulatory compliance.
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Meet all requirements as outlined in corporate Policy for Minimum Qualifications for Histotechnician and Histology Supervisor. If performing Immunohistochemistry testing, meet all requirements as outlined in corporate Minimum Qualifications for Personnel Performing Immunohistochemistry Testing SOP.
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Reports To (title): General Counsel, Corporate Secretary, and Chief Compliance Officer. Review and advise on corporate materials including promotional and advertising materials, sales training materials, internal and external corporate communications.
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Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
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Rooted in our bold, original, and inclusive brand outlook, these principles define how we do things The Lilly Way. We take pride in the pursuit of excellenceWe create our own pathWe become stronger togetherWe operate with integrityWe make the world a brighter placeWe continuously improveWe have fun in the processDoing Our PartAs a company we commit to corporate social responsibility.
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Build strong relationships with internal stakeholders, within the Corporate Marketing team and across the CertainTeed and Saint-Gobain businesses. Embody a commitment to service, meeting, maintaining, and exceeding the service-level agreement (SLA) between Corporate Marketing, BU, and SBD business clients.
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Competitive compensation•Company vehicle provided•Corporate Card•Paid time off, including 10 holidays and Paid Parental Leave•Cell phone allowance for many rolesFree access to onsite fitness center in Houston and/or discounted fitness memberships through health providerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
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ria corporate jobs in Wayne, PA
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