We're #hiring a new Senior Wealth Advisor in Columbus, Ohio. Apply today or share this post with your network.
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#hiring Counsel, Boston, United States, fulltime #jobs #jobseekers #careers #Bostonjobs #Massachusettsjobs #Accounting Apply: https://lnkd.in/ghJuMkjw Provide institutional and retail asset management lines of business with legal advice and transaction support and develop strong business partner relationships throughout Columbia Threadneedle Investments. Apply a solid background and grounding in the federal securities law and rules of self regulatory organizations and experience in their application, in particular the Investment Advisers Act of 1940 and the rules and regulations thereunder. Make recommendations for decision-making and courses of action that comply with both company and industry practices, while outlining trade-off of business and legal risk and defining a range of solutions wherever possible. Ensure prudent and effective controls and risk mitigation strategies are implemented. Work under the supervision of Counsel. About Ameriprise: At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Primary Responsibilities: Provide legal advice to Columbia Threadneedle Investments lines of business regarding products, services and operations, training/client disclosure material, contracts, and other legal matters relevant to the line of business supported. Analyze and assess risk in relatively straightforward cases or those which the General Counsel's Office has dealt with previously to offer precedent, but also comfortable addressing non-routine matters. Offer legal insight to aid in business decision-making consistent with goals and objectives. Work with/manage relationships with outside counsel, as required. Manage certain regulatory filing processes for the lines of business supported and ensure timely and accurate filings that comply with industry regulations and standards. Mitigate risk to the business. Review proposals and agreements drafted by our Contract Office or presented by the business. Edit and recommend alternatives based on a sold legal perspective and experience. Monitor laws and regulations to ensure compliance within the business line supported and enterprise overall, as appropriate. Escalate concerns and offer recommendation
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Meet Jeremy Voss, a seasoned Family Wealth Advisor based in Brantford. With over 20 years in the industry, his commitment to client satisfaction has been the driving force behind his successful career. 𝘞𝘩𝘺 𝘴𝘩𝘰𝘶𝘭𝘥 𝘢𝘯 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘫𝘰𝘪𝘯𝘪𝘯𝘨 𝘉𝘦𝘭𝘭𝘸𝘦𝘵𝘩𝘦𝘳? Bellwether's refined, effective procedures and committed teams enable us to manage client accounts much more efficiently. In the past, we found the process of raising cash for clients to be very time-consuming and, admittedly, tedious. From a portfolio perspective, we quickly recognized that Bellwether excels in investment management, and the communications team regularly updates our clients on their strong performance. 𝘞𝘩𝘢𝘵 𝘴𝘦𝘵𝘴 𝘉𝘦𝘭𝘭𝘸𝘦𝘵𝘩𝘦𝘳 𝘢𝘱𝘢𝘳𝘵 𝘧𝘳𝘰𝘮 𝘰𝘵𝘩𝘦𝘳𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺? Our focus on alternative investments and our unique investment philosophy in general. 𝘞𝘩𝘢𝘵 𝘥𝘰𝘦𝘴 𝘱𝘶𝘵𝘵𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘧𝘪𝘳𝘴𝘵 𝘮𝘦𝘢𝘯 𝘵𝘰 𝘺𝘰𝘶? Helping clients with anything and everything. Even if the item doesn't fit into the normal investment advisor role. 𝘏𝘰𝘸 𝘥𝘰 𝘺𝘰𝘶 𝘧𝘰𝘴𝘵𝘦𝘳 𝘭𝘰𝘯𝘨-𝘵𝘦𝘳𝘮 𝘳𝘦𝘭𝘢𝘵𝘪𝘰𝘯𝘴𝘩𝘪𝘱𝘴 𝘸𝘪𝘵𝘩 𝘤𝘭𝘪𝘦𝘯𝘵𝘴? This one's easy—always do what you say you are going to do.
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Join the conversation!
We are #hiring! We are looking for Experienced Financial Advisors to join our Essex, Connecticut team! Apply today & share to your network! #hiring #jobs #financialadvisor #alchemiwealth
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Hiring a Private Wealth Manager might be the most important hire you ever make.
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Senior Product Manager | Business Process Improvement, Data Analytics, Project Portfolio Management | Delivering Efficiency and Growth through Effective Program Execution
Hi LinkedIn Community, Please read the following points as I am unable to address the same questions to multiple applicants reaching out in chat: 1. I am sharing these roles to ensure a broader audience is aware of the available opportunities. 2. I am not the hiring manager and cannot provide additional details. If you apply via the shared link, it will be considered a referral, and the hiring team will shortlist the best candidate for the role. 3. I understand the challenges, but it is not possible for me to connect individually or have coffee chats with everyone. 4. Lastly, I am not part of the hiring/recruiting team. Please do not contact me for updates on your application status. Thank you for your understanding. BlackRock is currently hiring for the role of Alternatives Client Services, Associate in Seattle. If you’re interested, please apply using the link below. Applying via the link will be considered as a referral. #BlackRock #Fintech
Alternatives Client Services, Associate
blackrock.wd1.myworkdayjobs.com
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Senior Product Manager | Business Process Improvement, Data Analytics, Project Portfolio Management | Delivering Efficiency and Growth through Effective Program Execution
Hi LinkedIn Community, Please read the following points as I am unable to address the same questions to multiple applicants reaching out in chat: 1. I am sharing these roles to ensure a broader audience is aware of the available opportunities. 2. I am not the hiring manager and cannot provide additional details. If you apply via the shared link, it will be considered a referral, and the hiring team will shortlist the best candidate for the role. 3. I understand the challenges, but it is not possible for me to connect individually or have coffee chats with everyone. 4. Lastly, I am not part of the hiring/recruiting team. Please do not contact me for updates on your application status. Thank you for your understanding. BlackRock is currently hiring for the role of Alternatives Client Services, Associate in Seattle. If you’re interested, please apply using the link below. Applying via the link will be considered as a referral. #BlackRock #Fintech
Alternatives Client Services, Associate
blackrock.wd1.myworkdayjobs.com
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The right talent can transform financial operations, driving both efficiency and accuracy. It is why this very reason that we are thrilled announce the successful placement of a Senior Associate with one of the key Fund Administrators. #BenchmarkSearch #BenchmarkSearchSuccess #SeniorAssociate #FundAdministrator #FinanceTalent #RecruitmentSuccess #FinancialServices #CareerGrowth #TopTalent #SuccessStory
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Don’t miss this one! Check out the details below.
Talent Acquisition Partner @ Franklin Templeton Investments | Certified Diversity and Inclusion Recruiter (CDR)
📢 We're looking for a Senior Client Relations Analyst to join our incredible Client Service team! This role can based in New York, Boston, Fort Lauderdale, or San Mateo. The ideal candidate is a self-starter with experience in the mutual fund and insurance subadvisory industry, a dedication to high client service standards, and a strong focus on team success. Ready to shape the future of finance? Learn more and apply here🔗: https://lnkd.in/ebPgEz4J #AssetManagement #Boston #NewYork #FtLauderdale #SanMateo #ClientService #subadvisory #Team
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Looking to enhance your investment strategy without breaking the bank? Hiring an in-house Chief Investment Officer or team of analysts can be costly, time-consuming, and risky. Enter Helios. We take on that role at a fraction of the cost and with minimal business risk, delivering the asset management expertise and actionable insights you need to compete with larger firms and attract bigger clients. Discover how Helios can elevate your firm: https://heliosdriven.com/ #AssetManagement #Investment
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I am honored to have my team recognized by Forbes as one of the Best in State Wealth Management Teams for 2024. I am deeply grateful for this recognition, but more importantly I am grateful for the opportunity to continue serving each and every one of my clients. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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