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We help our clients with IT so they can focus on running their business, law firm, medical practice, or manufacturing company. We also manage school...
The Financial Planner based out of Pittsburgh will be responsible for creating financial plans for clients. The creation of financial plans includes...
The Credit Associate will be responsible for managing corporate & LBO client relationships from a credit perspective. Specifically, the Credit...
We are seeking a passionate and dedicated learning & development director to join our team in Parsippany, NJ! The Director of Learning & Development...
Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance...
* Advise on compliance policies and regulatory changes affecting GBA and ALMT. * Support new product and activity reviews for compliance alignment...
* Ensures completeness of new funding packages including any additional requirements stipulated by the underwriter. * Discounts contracts...
* Facilitating the timely completion of regulatory filings such as ADV, Form D, 13F/G/H, Form PF, etc. * Management of annual mock SEC exam and recurring...
Under the general direction of the President as well as the Chief Financial Officer, the Controller will lead and manage the accounting department...
NewEdge Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory and custody services to...
* Prepare and file regulatory reports, including the FOCUS Report, in accordance with CFTC, NFA, and SEC requirements. * Oversee accounting functions...
* Client Consultation: Meet with clients to understand their financial goals and concerns and offer customized solutions to help them achieve...
The Credit Analyst (Vice President) will be responsible for managing corporate & LBO client relationships from a credit perspective and for working...
The Commercial Relationship Manager will be responsible for sales, dealer on-boarding, and portfolio management and risk mitigation. Will...
• Adaptable and proactive; able to build a culture of dependable execution and delivery and continuous improvement • Excellent oral and written...
With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer...
The role of KYC Associate is to provide support to the KYC team as part of the AML Group with its assigned responsibilities. The responsibilities...
* Take full ownership of client relationships, including preparing meeting agendas, managing client correspondence, and ensuring all tasks...
•Lead the firm’s efforts in terms of monitoring and managing potential client conflicts that could arise in the course of conducting our investment...
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