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Prior experience within an asset management, investment management, RIA, or similar financial firm required. Cumberland Advisors seeks to add an experienced Full Stack Developer to work closely with the firm's Chief Innovation Officer.
RemoteExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint. The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint.
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An Implementation Specialist is primarily responsible for the data quality, analysis and execution in support of onboarding firms onto the Goldman Sachs Advisor Solutions (“GSAS”) platform.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) In your important role as Tax Senior Manager with RSM , you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.
$120,200 - $261,100 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Familiarity with Schwab Advisor Services or other RIA custodial platforms. Assist in the overall administration of the advisor and broker/dealer compliance programs. The Senior Advisory Operations Analyst will support the daily operations and compliance programs of GuideStone Advisors, an SEC registered investment advisor, and its affiliated broker/dealer.
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Knowledge of Financial Tech with an emphasis in Wealth Management/RIA operations. 1-3 years of Financial Tech experience with emphasis on wealth management and RIA. Essential responsibilities and tasks of the Salesforce Administrator/Developer are: Primary role of core system management and hands-on subject matter expert of our enterprise Salesforce and Black Diamond solution.
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Support GSA Compliance Assist in the overall administration of the advisor and broker/dealer compliance programs. About Us Who We Are GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community.
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Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning. CFP, CFA, CAIA, and/or CPWA preferred. The Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities.
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Familiarity with Orion Advisor Technology or other back-office advisor technology. 5+ years in advisory or broker/dealer operations. We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
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Client Onboarding and Integration: Serve as the dedicated RIA advocate, bridging internal teams, external third parties, and RIA customers. Expertise spanning the technical, operational, and regulatory aspects of the RIA landscape.
$119,000 - $164,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred. In this role, the International Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and maintaining key client relationships.
$95,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Includes both the global Hines organization as well as RIA AUM as of June 30, 2022. Establish and execute emergency plans and practice drillsMonitor emergency equipmentLead and/or assist with evacuations, bomb searches and life safety alarms as deemed reasonable and prudentAct as fire/life safety director while assisting emergency authorities and response teams.
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1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Full-timeExpandApply NowActive JobUpdated 1 month ago
ria job in Dallas, TX
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