- Charles Schwab (Westlake, TX)
- …knowledge and understanding of compliance and regulatory requirements applicable to alternative investment assets + Strong communication skills + Relationship ... innovating for tomorrow. We are looking for a Centralized Risk Supervisor to join our Wealth Advice Solutions ...Risk Supervisor to join our Wealth Advice Solutions Risk & Governance (WAS R&G) organization to perform supervisory-related… more
- Deloitte (Fort Worth, TX)
- …experience with GAAP / statutory reporting / fair value reporting in the alternative investments industry (private equity, hedge fund, REIT structures, real ... degree in Finance or Accounting + Active CPA License + Audit experience in the alternative investments industry is a plus The wage range for this role takes… more
- Charles Schwab (Westlake, TX)
- …topics important to UHNW clients and family offices, such as tax, alternative investments , estate planning, restricted stock, complex accounts, managed accounts, ... offices and professionally run single family offices. The Family Office Relationship Manager of Schwab Advisor Family Office is central to the successful experience… more