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Fintech • Financial Services
The Senior Associate will assist with regulatory reporting and governance for private wealth compliance, ensuring timely submissions and maintaining regulatory documentation.
Top Skills:
Finra Communication RulesInvestment Advisers Act Of 1940Investment Company Act Of 1940Securities Act Of 1933
Fintech • Financial Services
The Senior Business Intelligence Analyst will develop fundraising dashboards and deliver analytics to support Investor Relations and Commercial Operations, collaborating with cross-functional teams and automating processes.
Top Skills:
Power BISalesforceSQLTableau
Fintech • Financial Services
Support C-Level Executives by managing calendars, coordinating travel, preparing expense reports, and ensuring effective communication. Foster relationships and manage administrative processes within IT.
Top Skills:
ExcelMicrosoft Office SuiteMs OutlookOnedrivePowerPointSharepointTeamsWord
Fintech • Financial Services
Lead the strategic implementation and optimization of a CRM solution, primarily Salesforce, in the Wealth management sector, enhancing client experience and operational efficiency.
Top Skills:
Salesforce
Fintech • Financial Services
As a Data Owner, you will guide data strategy, ensure data quality, lead governance issues, and collaborate across teams on data initiatives.
Top Skills:
Enterprise Resource Planning (Erp)Workday AdaptiveWorkday ExtendWorkday FinancialsWorkday Prism
Fintech • Financial Services
The Vice President, Counsel will support product development and governance for Wealth-focused products, collaborate with investment teams, and draft legal documents. They'll also analyze regulations impacting the company and lead board meeting presentations.
Top Skills:
Investment Adviser Act Of 1940Investment Company Act Of 1940Securities Act Of 1933Securities Exchange Act Of 1934
Fintech • Financial Services
Manage client reporting deliverables, ensure timely communication, produce external content, evaluate processes for improvements, and implement new software for enhanced client experience.
Top Skills:
ExcelMS OfficePowerPointSeismic Software
Fintech • Financial Services
The Executive Assistant will provide comprehensive administrative support to Managing Directors in the Legal team, manage calendars, plan meetings, coordinate travel, and handle expense reports while maintaining confidentiality and professionalism.
Top Skills:
Microsoft Office SuiteSap Concur
Fintech • Financial Services
The Product Strategy Associate will define and refine product strategy, assess potential new funds, and manage product ideas while driving initiatives independently.
Fintech • Financial Services
Lead the finance transformation program from Microsoft Great Plains to Workday Financials, collaborating with stakeholders to deliver technology solutions that meet business objectives.
Top Skills:
Agile Software DevelopmentMicrosoft Great PlainsSix Sigma MethodologiesWorkday Financials
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