• Raymond James Financial, Inc. (New York, NY)
    …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. Take responsibility for developing and...related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader… more
    Upward (07/11/25)
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  • Deloitte (Atlanta, GA)
    …equity and investment management industries? Do phrases like "cross border investment advisory " and "fund formation, hold, and exit reporting and consulting" ... Investment Management practice. What You'll Do As a Manager , you will work within an engagement team and...and tax filings Preparing and leading client meetings on compliance and advisory projects related to tax… more
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  • J Harlan Group, LLC (Houston, TX)
    Market Data Procurement Manager Global Investment Bank - Houston or Philadelphia Office J Harlan Group is currently conducting a search for a Market Data ... Procurement Manager based in either Houston or Philadelphia. An excellent...join the dynamic global Market Data team of Global Investment Bank in their Houston or Philadelphia office supporting… more
    Upward (07/25/25)
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  • PGIM (Newark, NJ)
    …years conducting due diligence for a variety of alternative and/or traditional. Investment manager risk management or due diligence experience. Experience ... Job Classification: Investment Management - Investments Employee Benefits Investments (EBI) is responsible for over $20 billion in assets in retirement assets in… more
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  • The Hartford Financial Services Group, Inc. (Hartford, CT)
    …too. Join our team as we help shape the future. Senior Accountant - Investment Accounting The position will be responsible for analysis of The Hartford's ... investment results - focusing on the investments managed by...NAIC designations to make sure STAT reports are in compliance with NAIC Gather required documents for NAIC filings… more
    Upward (07/20/25)
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  • Intelligent Staffing, Inc. (Boca Raton, FL)
    Compliance Manager - (RIA) Our client is a small investment advisory firm based out of Boca Raton, FL, with three offices. With a team of nine dedicated ... professionals, four of whom specialize in investment advisory services and provide comprehensive financial...comprehensive financial guidance to their clients is seeking a Compliance person with RIA experience looking to join their… more
    Upward (07/03/25)
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  • BlackRock, Inc. (New York, NY)
    …world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
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  • Pyramid Consulting, Inc. (Jersey City, NJ)
    …as a Product Manager or Product Owner in wealth management, investment advisory or retirement services, leveraging 3rd party products. Strong knowledge ... the product roadmap for wealth management solutions, including retirement solutions, investment products, advisory platforms, and digital tools. Conduct market… more
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  • TD Bank Group (New York, NY)
    …are responsible for identifying and escalating potential market abuse alerts to Advisory Compliance and business supervisors. The incumbent will be responsible ... across TD Securities, including Markets sales and trading leaders, Technology, Advisory Compliance , and Risk functions. The incumbent provides strategic… more
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  • BlackRock, Inc. (New York, NY)
    …and other financial firms. We pride ourselves on creating and delivering bespoke investment solutions, advisory , and analysis to our sophisticated client base. ... a deep understanding of industry trends, client needs, and BlackRock's capabilities across investment management, risk, and advisory . You will be a key point… more
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  • Allworth Financial (Folsom, CA)
    Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment ... direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals… more
    Upward (07/06/25)
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  • Walker & Dunlop, Inc. (Indianapolis, IN)
    …nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a ... Department: Investment Sales We are Walker & Dunlop. We...the country. The Impact You Will Have The Transaction Manager position is a critical role serving primarily the… more
    Upward (07/18/25)
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  • HSBC (New York, NY)
    …(GPS), Global Trade Solutions (GTS), Markets and Securities Services (MSS) and Investment Banking. CIB Audit team is responsible for covering all CIB activities, ... finance, supply chain and receivable finance solutions Capital Markets & Advisory , covering Debt Capital Markets, Strategic Equity financing, Structured Finance, and… more
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  • HSBC (New York, NY)
    …supply chain and receivable finance solutions - Capital Markets & Advisory , covering Debt Capital Markets, Strategic Equity financing, Structured Finance, and ... Finance, Commercial Real Estate, Asset Based Lending etc. As our Senior Audit Manager , M arkets and Security Services you will: Lead multi-site and large single-site… more
    Upward (07/21/25)
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  • First Horizon (Greensboro, NC)
    …associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business lending solutions ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
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  • Voya Financial, Inc. (Boston, MA)
    …their relationships, delivery superior customer experience all with a firm eye towards compliance and suitability in an advisory environment. This role will have ... to have an in-depth knowledge of all retirement, retail and other investment product offerings as well as an understanding of current business/financial environment… more
    Upward (07/11/25)
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  • Goldman Sachs, Inc. (West Palm Beach, FL)
    …As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance ... advisors and individuals. The External Investing Group ("XIG") provides investors with investment and advisory solutions, across leading hedge fund managers,… more
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  • Catalyst Labs (Palo Alto, CA)
    …in a top tax firm or Big 4. Strong working knowledge of complex tax compliance , provision work or advisory services. Ideally specialized within one or two ... About the job US / European - Tax Manager / Senior / Director General Interest About...with our clientsranging from startups, fast-growing mid-sized businesses to investment entities, Big 4 and Large Corporates. We work… more
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  • Jones Lang LaSalle IP, Inc. (Flushing, NY)
    …the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most ... internal areas to deliver more specialized services to client Compliance Provide contract compliance management and quality...is a leading global provider of real estate and investment management services. We take our responsibility to protect… more
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  • Catalyst Labs (Fort Worth, TX)
    About the job US / European Transfer Pricing Manager / Senior Manager / Director General Interest About Us: Catalyst Labs is a recruitment agency specializing in ... upcoming roles with our clientsranging from startups, fast-growing mid-sized businesses to investment entities, Big 4 and Large Corporates. We work directly with… more
    Upward (07/23/25)
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