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Overview: This position reviews client accounts to ensure appropriate information and documentation is present for principal approval. Examines new account documentation and sources any missing information. Evaluates securities and insurance transactions, exception reports, and flagged transactions based on suitability information provided by the client. Investigates and resolves securities or trade exceptions. Supports field associates and management by ensuring the accuracy, completeness, and suitability of provided client information. Responsibilities: Review - Responsible for principal... more ->
Overview: This position aids fair lending and community goals by providing mortgages for culturally diverse organizations. Originates government, conventional, nonconforming, construction, and permanent mortgage products to strategically drive diverse loan production. Leverages mortgage business opportunities through a variety of sales techniques, including outbound calling for sourced leads. Aids diverse lending and business development efforts to drive revenue aligned with the Bank's goals and objectives. Responsibilities: Mortgage Origination - Interviews applicants to obtain necessary... more ->
Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank... more ->
SUMMARY : The Finance Integration Director will fill a key role within the Finance Integration organization. This position will oversee the team responsible for the preparation of financial statements and onboarding of new de novo acquisitions. The ideal candidate will have exceptional financial competence, strong business acumen, robust organizational skills, knowledge of financial analysis tools and techniques, and exceptional communication abilities. The candidate must be able to balance the demands of a rapidly growing, complex environment. This candidate must be self-sufficient and... more ->
Bankers Life, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to... more ->
Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the bank of banks - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're... more ->
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of. As the International Tax Manager, you will work collaboratively with the business and Finance team throughout the year to ensure tax consequences of all transactions are well understood and that the related tax... more ->
The Vermont League of Cities and Towns, a non-profit, non-partisan membership organization that exists to serve and strengthen local government, seeks an experienced municipal finance practitioner to help teach Vermont's cities, towns and villages how to be more resilient by following the best practices of municipal finance management. The ideal candidate will enjoy working directly with municipal treasurers, legislative body members, managers, administrators, and finance staff to teach and mentor them. Some of the projects you'll immediately start working on include developing an... more ->
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of. The Senior, IT Audit is responsible for designing and conducting various IT Internal Audits, ensuring audit work is performed in accordance with IIA standards and GXO policies and procedures. This position will also... more ->
WHAT YOU'LL DO As an Insurance Manager in the Global Insurance team, you will be critical to ensuring we meet our strategic objectives. This key role supports the Senior Insurance team in the execution and administration of the global non-benefits insurance programs. You will work across BCG teams and functions to support our business growth, provide insurance expertise, and leverage new ways of working. Assist with the execution and administration of the global financial lines' insurance programs including Professional Indemnity, Cyber, D&O/EPL, Crime, Fiduciary and other specialty insurance... more ->
A career within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our clients improve their tax function to... more ->
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so... more ->
Support IT project activities pertaining to requirements, design, implementation and administration of application product and services. The Business Analyst will provide support to the JD Edwards Enterprise One ERP System (E1) projects and maintenance activities. Become knowledgeable of the business processes within his/her area of responsibility and confidently facilitate business requirements sessions. Translate the business requirements into E1 functional specifications in order to work with the E1 development team to generate design specifications based on the requirements and... more ->
VP of Finance Qualifications: The VP of Finance is responsible for directing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board and the International Financial Reporting Standards Foundation, and in accordance with financial management techniques and practices appropriate within the industry. Responsibilities: Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance. Control and supervise monthly financial reporting, Balanced Score Card update... more ->
SBA LOAN UNDERWRITING MANAGER Pittsburgh, PA 90K-110K+ Full Benefits + Bonus Small Business group is looking for a dynamic underwriting manager who has strong lending experience analyzing small business applicants with particular attention to health care professionals. This position will be a working leader involved in supporting loan requests with a dedicated team of experienced small business underwriters. Primary Responsibilities: Evaluates the quality of retail credit applications, resolves customer, branch or dealer complaints or problems in order to turn declines into lending... more ->