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10+ years of experience in one or more areas of compliance, such as consumer, Anti-Money Laundering (AML), brokerage, wealth management, or trust. 10+ years of experience in auditing, financial crimes compliance, corporate or consumer compliance, risk management, or a combination.
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Knowledge of Financial Crimes Compliance functions such as OFAC Sanctions, Anti-Money Laundering, KYC, CDD, EDD and/or Financial Fraud Investigations. Experience with financial crimes risks associated with Transaction Monitoring/ Screening/ Fraud Operations/ SAR Reporting/Identification and Verification of Customers, KYC, CDD and EDD.
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10 plus years of experience as a Financial Analyst or Financial Technical Leader. Halff Associates has an opening for a Financial Technical Leader in our Richardson, TX office. End of year planning (cash/tax management.
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If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
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Salesforce Service Cloud or Financial Services Cloud Expertise: Proven experience as a Business Architect, Solution Architect, or Consultant in Salesforce Service Cloud or Financial Services Cloud, with a strong understanding of service management and customer service processes.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Job Description Join a Winning Team CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.
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Coordinate with the Enterprise Risk Management (“ERM”) and the Training Department to ensure appropriate BSA/AML/OFAC compliance training for applicable staff throughout the Bank. Oversee and monitor effective compliance programs aligned with current industry best practices, regulatory guidance, and compliance practices, but not limited to fraud risk management, monitoring suspicious transactions, the Customer Identification Program (“CIP”), due diligence compliance and drafting/updating policies and procedures related to BSA/AML/OFAC compliance.
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Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
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Master's in Computer Science, Computer Information Systems, or Management Information Systems plus three years of experience in software development using Python, Alteryx, SQL, OTBI reporting, Oracle BI Publisher, Oracle Fast Formulas, HCM Extracts, SOAP, REST API services, Workday HCM Modules, Workday Studio, Enterprise Interface Builder (EIB), Workday Report Writer, AWS Application Integration, Tableau, Excel, and JIRA. Excellent communication (oral and written) skills are also required.
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Comprehensive risk management knowledge - as a banker or a regulator - in the key risks facing banks, including Credit risk (including ALLL) Market risk Interest rate risk Liquidity risk Investment risk Merger and acquisition integration risk Regulatory and legal risk Operational risk (except to the extent this relates to the review function performed by the Audit Committee) Reputational risk.
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Tipalti is the only company handling both global partner payments and accounts payable workflows for high-velocity companies across the entire financial operations cycle: onboarding and managing global suppliers, instituting procurement controls, streamlining invoice processing and approvals, executing payments around the world, and reconciling payables data across a multi-subsidiary finance organization.
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Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors.
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Participates in the development, review, and revision of all policies and procedures related to lactation support in the NICU and CCMC. Collaborates with management and staff to ensure that the culture of the Newborn Intensive Care Unit supports lactation.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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wealth management financial advisor jobs Title: credit in Plano, TX
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