• Fidelity Investments (Merrimack, NH)
    Job Description:The RoleThe Asset Management Compliance - Product and Rules Management Team is responsible for establishing and maintaining rules in the core ... compliance engine to monitor for client , regulatory and internal policy limitations. This team plays a crucial role in onboarding new portfolios to ensure clarity,… more
    JobGet (02/17/25)
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  • Fidelity Investments (Boston, MA)
    …us with the deep expertise necessary to build the future of finance. As a Senior Manager - Product Delivery Analysis on the FDA Product Delivery team you would have ... critical role in requirements elicitation, user story documentation, test case management , and product deployment. The Business Analysts collaborate closely with… more
    JobGet (02/17/25)
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  • Fidelity Investments (Boston, MA)
    …be charged with working across the team to provide valuable risk management insight to our business partners, including performing risk assessments, aggregating and ... reporting on risk issues, and creating executive management presentations. This role will primarily support Fidelity's Center for Applied Technology, Fidelity Labs,… more
    JobGet (02/17/25)
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  • Fidelity Investments (Boston, MA)
    …products or digital assets. You will have strong working relationships with Fidelity senior management , providing timely awareness of key risks, issues, and ... for improvements.The Skills Your BringExcellent communication, influencing and relationship management skills.Ability to connect with senior investment… more
    JobGet (02/17/25)
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  • Fidelity Investments (Boston, MA)
    …this role, you will build and maintain strong working relationships with Fidelity senior management , providing timely awareness of key risks, issues, and results ... Job Description:Be a part of Fidelity Asset Management 's digital asset initiatives and join Fidelity's efforts...client portfolios.The Expertise You HaveAt least 10 years financial services experience, including a focus on digital assets… more
    JobGet (02/17/25)
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  • HEPCO, Inc. (Carpinteria, CA)
    …members. Maintain thorough documentation for IRS compliance and company policies. Generate management reports for review and approval. Client Service & Support: ... skilled and experienced Tax Operations Coordinator to join our client 's team. The ideal candidate will have at least...tax reporting in a Broker-Dealer (B/D) environment or similar financial institution. Project management experience with a… more
    JobGet (02/16/25)
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  • HEPCO, Inc. (Manassas, VA)
    …project progress and success. Prepare detailed project status reports for senior management , highlighting achievements, challenges, and next steps. Budget ... For our client , we are seeking a highly skilled Project Manager to...and Resource Management : Develop and manage project budgets, ensuring financial more
    JobGet (02/16/25)
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  • Private Client Senior

    Citizens (Rochester Hills, MI)
    …share in the states we currently operate. We are currently hiring hardworking Private Client Senior Financial Advisors who proactively identify and sell a ... Description Citizens Wealth Management is honored to be a high-quality provider...other liabilities, cash flow and tax status. The Private Client Senior Financial Advisor will… more
    Citizens (02/13/25)
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  • Asset Management - Client Account…

    JPMorgan Chase (New York, NY)
    …assets for institutions, financial intermediaries and individual investors, worldwide. As a Client Account Manager on the Asset Management team you will be ... Client Account Manager you will also partner with Senior Client Account Managers to provide similar...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
    JPMorgan Chase (02/14/25)
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  • Associate, Senior Client

    CIBC (New York, NY)
    …be a proof of concept and precursor to the formal establishment of a US Senior Client Relationship Management Office (SRMO). The Associate will be involved ... plans of a select group of institutional and corporate clients identified by Senior Capital Markets Management ("Target Clients"). The coverage model will serve… more
    CIBC (01/24/25)
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  • Senior Financial Management

    Censeo Consulting Group (Washington, DC)
    Senior Financial Management Advisor - Department of State The Position: We are looking for eager, driven candidates with experience in people management , ... our Federal clients at the Department of State. The Senior Financial Management Advisor will...candidates whose passion and enthusiasm will help shape Censeo's client insights and workplace culture. Our staff have a… more
    Censeo Consulting Group (01/07/25)
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  • Senior Director, Client Services

    C&W Services (Cambridge, MA)
    …Demonstrated experience leading external client focused operations. + Strong financial management skills and experience managing P&Ls, budget development, ... **Job Title** Senior Director, Client Services **Job Description...: ~30% time allocation** + Manage profit and loss management , ensuring financial health for all accounts.… more
    C&W Services (01/30/25)
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  • Senior Director, Client Partner…

    Conduent (Florham Park, NJ)
    …seamless collaboration and value delivery. + Exhibit a results-driven, self-motivated approach to client management . + Hold a bachelor's degree in a related ... culture where individuality is noticed and valued every day. ** Senior Director, Client Partner Executive** Are you... Client Partner Executive** Are you an accomplished Client Partner with expertise in Financial Services/Banking… more
    Conduent (12/05/24)
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  • GPS HST Project Analyst - Financial

    Deloitte (Sacramento, CA)
    …on financial risk management activities and outcomes to senior management . Financial Reporting and Analysis:Prepare detailed financial ... Technology practice. Work you'll do As a Project Delivery Senior Analyst in the Technology group you will: +... management of government contracts and associated compliance. Financial Management :Manage the financial planning,… more
    Deloitte (01/25/25)
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  • Senior Specialist, Financial Crimes…

    Charles Schwab (Lone Tree, CO)
    …key individual contributor role within the Fraud Investigations (FI) group of the Financial Crimes Risk Management Organization (FCRM). FI is responsible for ... a portfolio in a fast-paced environment. Multitask investigations with client follow up. Senior Specialists for the...in a fraud, compliance or risk environment of the financial services industry or financial investigations experience… more
    Charles Schwab (02/15/25)
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  • IT Senior Client Technologies…

    Hackensack Meridian Health (Edison, NJ)
    …to transform healthcare and serve as a leader of positive change. The ** Senior Client Technologies Engineer** will design, configure, and maintain the end ... support. **Responsibilities** A day in the life of a ** Senior Client Technologies Engineer** at **Hackensack Meridian**...team web site, if applicable. + Continuous Improvement and Financial Management : + Constantly monitor the work… more
    Hackensack Meridian Health (02/13/25)
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  • Senior Director, Nonqualified Plans,…

    WTW (Los Angeles, CA)
    …and track and report on financial reporting of team results to senior leaders and management . You will also serve as a direct contributor ... **Description** As a Senior Director in WTW's Nonqualified Client ...skills + Superior ability to influence and collaborate with senior management and work across all levels… more
    WTW (12/11/24)
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  • Senior Cloud Client Partner

    NTT America Solutions, Inc. (Springfield, IL)
    …it's a place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Cloud Client Partner is an advanced subject matter expert and is also a ... deals may involve a long sales cycle. As a Senior Cloud Client Partner, this role has...+ Collaborates with broader organization such as the Offer Management , Commercial Architecture and Delivery teams to promote and… more
    NTT America Solutions, Inc. (02/15/25)
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  • Senior Client Service Associate

    CIBC (Boston, MA)
    …investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + Strong interpersonal and verbal ... serve clients coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to… more
    CIBC (01/29/25)
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  • Senior Claims Specialist…

    Axis (Chicago, IL)
    …variety of loss scenarios as well as reporting and presenting about same to senior management + In-depth knowledge of claims, litigation, arbitration, and trial ... insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted...Claims team and will report to the Head of Management Liability - Financial Institutions or Directors… more
    Axis (01/10/25)
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