Client management manage client commercial conversations including contract management, pricing, reporting, and ad hoc needs Revenue management manage the P&L including monthly forecast and actuals reconciliation.Manage and approve costs including staffing, intercompany transfers, and accrual management External client reporting ensuring we are contractually compliant wit

Franklin Equity Group is an investment advisory unit of Franklin Templeton managing in excess of $125 billion across a variety of mutual funds and other investment vehicles. The Franklin Equity Group brings together more than six decades of investment experience offering in depth expertise in managing global, U.S., sector and thematic equity strategies across the style an

Gather competitive intelligence by compiling, organizing, and maintaining key pricing, rules, reference, and other relevant data sets from competitors Under supervision, model pricing changes and help coordinate the monthly pricing change implementation process Create ad hoc reports used for monitoring performance and developing new products, services, and business lines

General information Name Consulting Regulatory Advisory Manager Broker Dealer Posting Title Regulatory Advisory Manager Broker Dealer 15c3 1/ 15c3 3 Ref # 2232235 Date Published Thursday, April 4, 2024 City New York State New York Country United States Job Category Risk Advisory Office Financial Services Regulatory Advertised Location US NY New York Working time Full Time

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds an

"I can succeed as a Fixed Income Trader Investment Grade at Capital Group" The Fixed Income Group is seeking a bond trader who will be responsible for transacting corporate bonds for the American Funds. The trader will work with 4 other investment grade bond traders as well as the broader credit team, located in Los Angeles and New York. Capital Fixed Income Investors (CF

Provide guidance and effective challenge to our Enterprise Payments business team on compliance risks Maintain subject matter expertise of existing payments related laws and regulations, including Reg CC, Reg DD, Reg E, Reg Z, UDAAP, and NACHA operating rules Develop strong working knowledge of payments products, services, processes, systems, and strategy Communicate with

Job Title Loan Operations Associate Corporate Title Associate Location New York, NY Overview As a Loan Operation Associate you will work closely with your team and the many businesses you will support. You will review applicable documents and build the transactions into the loans platform system to support the ongoing lifecycle management of the loan. Loan Operations Asso

Job description This GPS Client Service Advocate (CSA) is responsible for the delivery of post implementation satisfaction for a portfolio of GPS clients on an exception basis. The CSA will be a bespoke service point of contact for select GPS relationships. They will have accountability for their global client's satisfaction after the sale and implementation is complete.

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses. Positions located

Sells commercial loan products to prospects in an effort to meet or exceed annual production goal standards set for a Relationship Manager Submit call reports to AVP of Commercial Lending as needed or required Cross sells additional Suffolk Credit Union business and non business services as appropriate Presents business loan credit memos to the credit union's Management L

Staff Internal Auditor Job Locations US NY Pittsford | US NY Syracuse | US NY Albany ID 2023 3062 # of Openings 1 Category Advisory & Consulting Overview The Bonadio Group is currently seeking to add to our growing team, a Staff Internal Auditor to play a key role on our Internal Audit team. The internal auditor assists in providing internal audit coverage of the Financia

What is the Opportunity? In this position the Analyst will lead and support senior bankers in origination, syndication and execution of investment grade debt transactions for the Financial Institutions Group. In addition, the position will also work closely with other product groups within fixed income and investment banking. Job Description What will you do? Develop clos

The Healthcare Portfolio Manager role focuses on cross selling and maintaining a book of business within the following industries physician rollup, ambulatory surgery, join venture with hospitals, long term care (national business), skilled nursing/assisted living, etc Responsibilities include but are not limited to Maintain and service assigned portfolios and coordinate

Genesys empowers more than 7,500 organizations in over 100 countries to improve loyalty and business outcomes by creating the best experiences for customers and employees. Through Genesys Cloud, the #1 AI powered experience orchestration platform, Genesys delivers the future of CX to organizations of all sizes so they can provide empathetic, personalized experiences at sc