This role works closely with Wealth Advisors and CLA clients to build customized portfolios using public and private solutions, drive platform consistency and drive portfolio thought leadership. They enhance the portfolio analytics capabilities of the Lab and help design an institutional quality, client friendly reporting. Additionally, they partner with key stakeholders

Oversee all financial aspects for assigned location, including analysis, forecasts, budgeting, and reporting. Coordinate local compliance with DFA policies and procedures and ensure cooperation with enterprise wide functional departments. JOB DUTIES AND RESPONSIBILITIES Maintain adequate accounting system records, ensure timely completion of standard procedures (i.e., per

Maintain general ledger accounts and related activities for the production of financial statements and reports Reconcile, analyze and review general ledger accounts in preparation for month end close Prepare journal entries and review accounting classifications, in accordance with generally accepted accounting principles Prepare documentation in support of external and in

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

The Estimating Engineer 2 will continue learning JE Dunn processes and tools and develop professional skills while assisting with the preparation of cost estimates for competitive bids and negotiated proposals. This position will experience many facets of the construction and estimating process in order to develop an understanding of the building process and how JE Dunn e

We have a complex, process-driven position that handles all activities related to invoicing!

The Retirement Account Analyst I is responsible for client service support, assisting the retirement account administrators in the preparation of compliance tests and assisting in reconciling and preparing Form 5500 filings. Essential Responsibilities Job Function 1 Client Service 40% Provide backup to administrators for plan sponsor telephone calls, emails and other requ

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankru

Responsible for maintaining a highly functioning home office environment with limited technology disruption i.e. high speed internet service Manage territory with external partner to meet or exceed goals Conduct consultative, relationship building sales calls via the telephone with financial advisors and other licensed professionals Develop and execute sales plan strategi

Performing comprehensive and in depth company and industry research while incorporating the team's valuation discipline to identify attractive investment opportunities using internal, sell side, and other external information sources. A component of this job would involve facets of portfolio management and portfolio operations in onboarding client accounts using the firm'

Pricing optimization Lead strategic planning, execution, and analysis working with stakeholders across marketing, technology, editorial, and project management to determine our pricing by brand and segment Subject matter expertise, providing consultation and best practices for the Acquisition, Retention, and Corporate Sales teams Direct management of pricing vendor and ov

Who Are We? Groundswell is a premier technology integrator resolutely committed to solving the most complex challenges facing federal agencies today. Our name, Groundswell, represents our commitment to be an unstoppable, seismic change in government. Ours is a small company culture with big company reach and results . Are you ready to be audacious, be bold and drive chang

Who is Blaze At Blaze we focus on people, not profits. As a member of our team, you will be working with a diverse and experienced group of people dedicated to helping members meet all their financial needs. Along with helping members reach their goals, Blaze has created a work environment where associates can advance their personal career through promotion, transfers, an

The Vice President of Capital Markets at EQ is a quota carrying enterprise sales position that sources leads and engages with new and existing corporate clients to sell the entire suite of EQ solutions. The primary objective is to profitably grow market share in the Northeast U.S. by independently developing and executing new account acquisition strategies, expanding exis

Wilbur Ellis is looking for a highly motivated self starter to join the Treasury organization with a passion for participating in the transformation of the global organization. With a 100 year history behind us, we are now working to lay the foundation for our next 100 years. This is a critical role reporting directly to the Treasurer and will be responsible for capital a