19 jobs found

Job Description At this company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying...

Job description We’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources.   During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs,...

Job Description During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage...

Job description Job Summary Responsible for overseeing and directing the accounting function for a specific business unit within the organization or accounting function across the organization. Responsibilities may include developing accounting policies, procedures and controls and implementing accounting systems pertaining to a specific business unit or accounting function. Responsible for the timely and accurate preparation and reporting of financial information and ensuring that information adheres to GAAP and internal company policies. Job Responsibilities Responsible for accuracy of the financial statements and management reports for specific business unit or function. Works in partnership with business and accounting management to meet accounting needs of the business. Directs and controls the teams’ general accounting activities, including recording company transactions, classifications, and reconciliation of account balances in accordance with GAAP...

Job Description We’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing...

Job Description This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you’ll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! • Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. • Deliver advice through client...

Job description Job Summar y The Actuary I will report to the Director of Actuarial Services. This position will help make estimates for the monthly Financial Statements including, but not limited to, revenue projections and reserves for Incurred But Not Paid claims. Additionally, this position will assist in providing financial contracting guidelines to the Provider Network Management department.    The  Actuary I will also routinely participate in the data collection and reporting for the Rate Development Template and other Supplemental Data Requests for the Department of Health Care Services. Furthermore, this position will provide ad hoc financial analyses to external departments for new programs and projects. This Position will provide guidance and mentoring to Actuarial Analysts in the Actuarial department.  Duties Review premium rates from DHCS and assist in rate negotiations.    Support in monthly financial...

Job description Job Profile Summary Manage and lead a staff that will drive value by establishing, reviewing and improving processes, procedures and business solutions. Work closely with management, other departments or segments, customers and vendors to streamline our internal processes as well as drive the direction of the technology solutions.     Essential Functions and Responsibilities Manage and lead the team to identify and implement process or technology improvement opportunities. Collaborate with all impacted stakeholders on priorities to ensure the highest value opportunities are prioritized appropriately. Initiate and perform business process reviews, making recommendations for improvements and/or changes to resolve deficiencies. Lead the implementation of identified changes and ensure awareness, alignment and acceptance as necessary for efforts. Drive effective use of existing processes and systems and partner with leadership to...

Job description You could be the one who changes everything for our 26 million members. This company is transforming the health of our communities, one person at a time. As a diversified, national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility.   Position Purpose: Oversee the maintenance of accurate financial records and financial analytic functions.   • Oversee preparation of accurate and timely financial reports • Oversee the financial and business analyses based on information from various sources and financial reports • Interpret financial reports for management team • Review and evaluate analyses and recommend appropriate actions to senior management • Prepare budget and forecast and analyze financial results related to expectations • Manage the month end, quarter end, and year end closing process and oversee the completion of financial statements and...

Job Description At this company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying...

Job description You could be the one who changes everything for our 26 million members. This company is transforming the health of our communities, one person at a time. As a diversified, national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility.   Position Purpose: Compile and analyze financial information for the company. Lead various financial projects.   • Develop integrated revenue/expense analyses, projections, reports, and presentations • Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately • Identify trends and developments in competitive environments and presents findings to senior management • Perform financial forecasting and reconciliation of internal accounts • Handle complex and high level financial analysis • Present and discuss analysis with upper management    ...

Job Description At this company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company, and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying...

Job Description At this company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at this company and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying...

Job description Manager of General Accounting – (Remote) At this company, we know exceptional talent is the key to our success, to providing the best service to our internal and external clients. Being a part of the Fisher Phillips team means you will work with cutting edge technology in a professional and fun environment under leadership ready to invest in your professional development.  If you have a growth mindset, are eager to challenge yourself, and desire to work with a team of professionals instituting change on an ongoing basis, keep reading.  THE OPPORTUNITY In this role, The Manager of General Accounting will plan and direct the accounting activities of the department and be responsible for supervising 2 Accountants and 4 Clerical staff who are responsible for financial reporting, billing, collections, payroll, budget operation and conducts performance evaluations. Although this position is a hybrid/remote position, you would generally need...

Job description Job Profile Summary Provides user-based production support activities for business unit data warehouse and other business systems.   Essential Functions and Responsibilities Provide “super-user” support for business applications including but not limited to: Develop solutions for user requirements Provide key user interface with IT staff for system maintenance and enhancement issues Provide system training to new users Eliminate vendor costs where possible Troubleshoot data integrity and inconsistencies Development of business management reports   Provide information and assistance to plant accounting, scheduling, operations, financial accounting and analysts, measurement, contract administration, auditors, management, and others related to pipeline and plant performance, contracts, volumes, and variances Provide support for implementation of system enhancements and acquisitions. Assist in...

Job description ABOUT THE JOB (JOB BRIEF) Reporting to the Director of Financial Crimes Modeling & Analytics that reports to the Chief Modeling and Analytics Officer, the Data Science Senior Manager is primarily responsible for leading a quantitative team in support of financial crime modeling and analytics. This role must establish priorities for the team, assign and define the work to the right resources, and understand the strengths and opportunities of the team to ensure the team meets and exceeds expectations.   This role is responsible for owning modeling practices, methods, and techniques as well as for influencing data strategy with a focus on leveraging both current and emerging technologies and applications. The Data Science Senior Manager acts as a leader, strategic advisor and credible thought partner to senior / executive level business partners. This position is also responsible for managing the integration of activities within and across teams...

Job Description Title OTC Structured Products, Middle Office Asset Servicing, HFS      Job Function Operations/Securities      Job Description Responsible for the verification, settlement, life cycle event processing, and break resolution related to all client OTC cash flows. Responsible for the completion of requested amendments related to all client OTC trade bookings.      Knowledge/Skills Excellent oral and written communication skills are required In-depth Functional / Industry Knowledge is required Understanding of the various transaction types within each asset class beyond ‘vanilla’ trades is preferred (e.g. for IRS understanding of caps, floors, swaptions, etc. and for CDS understanding of tranches, recovery swaps, ABS/X, etc.) Understanding of established guidelines and documents published by ISDA is helpful Proficiency with DTCC Deriv/SERV, SwapsWire, or TriResolve platforms preferred...

Job Description: This role is responsible for providing analytical support in a Global Markets operations function for one or more operations product areas. These individuals are responsible for the analysis and resolution of highly complex operations problems and initiatives requiring exceptional handling and/or coordination of multiple operational and/or product specialists to resolve. They may manage projects and/or the introduction of new initiatives, systems, products/services and processes and coordinate necessary expertise across multiple operations functions and/or products.   Responsibilities: Effective leadership of people and management of processes Broker dealer supervision and process/procedure control Workflow review and approvals Independent deliverables Effective collaboration and proactive communication Timely identification and escalation of issues/risks   This position may also have responsibilities for managing...

Job description We are open to filling this opportunity at either our Madison, WI or Knoxville, TN office. Until our locations safely reopen, this position will work remotely at home.     If you enjoy challenging work and have a passion to grow and learn, then consider making a move to an organization that offers life/work balance, career growth, tuition reimbursement, certification support and more!  Responsibilities The  Accounting   Supervisor  provides leadership and team supervision, validating work products are accurate and appropriate, including journal entries, financial analysis, external and regulatory reports, etc.  This position develops standard processes and documentation, identifies and leads business process improvement opportunities, establishes metrics, researches and recommends appropriate accounting treatment for business activities and supports applicable memo documentation.   The  Accounting...