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Provides management and guidance through effective communication related to carrying out trust administration activities. Experience in using trust accounting and management software, preferably TrustDesk (FIS product.
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Join a dynamic and innovative Insurtech company at the forefront of revolutionizing wealth management and retirement planning solutions. Minimum of 10 years of experience in legal and compliance roles within the financial services industry, preferably with a focus on wealth management, retirement planning, and insurance.
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Avantax 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.
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Ability to assess and analyze data and make risk mitigation recommendations to project management. Coordinate insurance and bonds through corporate risk management for ongoing projects.
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Possessing experience with Oracle Cloud Risk Management Cloud (RMC) design, implementation or assessment experience including Advanced Access Controls (AAC), Advanced Financial Controls (AFC) and Financial Reporting Compliance (FRC.
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Consumer & Investment Management Division Operations is responsible for front-to-back operational support to the Goldman Sachs Asset Management, Private Wealth Management and Ayco businesses in service, delivery, and processing functions across the trade and client lifecycle.
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Certified Risk Adjustment Coder (CRC) from AAPC is preferred. 2 years of experience in coding with knowledge of Medicare risk adjustment (HCC Coding) required. CHRISTUS Health System offers the Risk Adjustment Education Specialist position as a hybrid opportunity requiring 50%+ travel to regional locations.
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The Sensor Grid engineering team is responsible for all security sensors within Technology Risk. You will work closely with Threat Management Centre, Hunt, Detection Engineering, and Data Science teams to ensure our sensors and data streams are effectively configured, streamlined, integrated, automated and monitored to ensure the systems and data necessary to protect the firm from cyber threats is available.
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Interprets and applies TDs risk management strategy (both credit and operational) The CSB Credit Specialist II is responsible for ensuring quality and compliance within an assigned portfolio, supporting new business development while applying credit risk policy and adhering to TDBG risk appetite.
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Insurance and Risk Transfer: Work with the Office of Risk Management to ensure cyber insurance procurement, maintenance, and claims response. Extensive experience (7+ years) in information security and/or IT risk management with a focus on security, performance, and reliability.
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In addition, the team oversees the key risk management methodologies and calculations, including CECL and IFRS9 for credit reserves, and Basel Advanced RWA. The Finance Chief Risk Office ("FinCRO") provides risk management oversight of the Finance function, including effective risk challenge and mitigation of risk for capital, liquidity, interest rate risk and treasury investments, and ensures compliance with all risk-related regulatory requirements.
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The IT Governance, Risk, and Compliance (IT GRC) Manager functions within the Information GRC (IGRC) team, reporting to the Senior Director of IGRC within the Information Risk Management organization.
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Obtain a unique firm-wide view of Risk Management at client. S/He will partner with key internal stakeholders (Operations, Technology, Banking, Markets, Commercial Bank, TTS, Compliance and Risk) to drive end-to-end delivery, governance and reporting on a Front-to-Back strategy for Credit Risk service model with the focus on syndicated loans portfolio that fully supports, satisfies and anticipates the reporting needs of the business and our regulators.
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Assists clients with understanding compliance with policies, government regulations, and implementation of IT risk management plans. Ensures that the scope of work is completed to the satisfaction of the client and key stakeholders, while simultaneously ensuring that quality, financial, risk management, business and policy expectations are met.
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Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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wealth management risk jobs Company: Palette Hotels in Dallas, TX
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