Customer and the Company. Collaborate with senior management, and with Government Affairs colleagues to establish company...Senior Customer Regulatory Specialist (Salt Lake City, UT or Portland, OR) #113886 Date: Jul 18, 2025 Location...
with senior management, and with Government Affairs colleagues to establish company policy positions and communication strategies..., counsel and training to management and client organizations on the appropriate application of company rules, rates...
) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial... client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship...
(required) Licenses and Certifications Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA... client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship...
proactive management of the firm's front-to-back onboarding process. This also involves projects requiring document and data... with senior management and global stakeholders. Commercially savvy with ability to exercise discretion with respect to highly...
Management experience with small teams CFA designation (Chartered Financial Analyst) We will: Provide the opportunity... oversight and management for a sophisticated, high-growth industrial bank. Reporting directly to the Chief Financial Officer...
, improved partnership, and increased revenue. Partner closely with our data insights analyst and Client Success Manager... management by partnering closely with both sales (responsible for expanding net new solutions) and the Client Success Manager...