8 director network compliance jobs found

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist Private Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and...

201 S Grove Avenue Barrington Illinois,60010 Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist Private Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates...

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Work with and support a team that provides a markets-based suite of risk management solutions through derivative products to the bank's U.S Commercial clients. The product suite will focus on solutions addressing both Interest Rate ("IR") and Foreign Exchange ("FX") needs. The team provides transactions to facilitate client requests along with identifying client needs and offering bespoke solutions that differentiate BMO from other organizations. This team interacts with internal stakeholders to build a harmonized strategy on risk management solutions while also working with external clients to present these solutions. As the team seeks out new opportunities with prospective clients there is the balance between maximizing profit while prudently...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Global Compliance and Reporting - Banking and Capital Markets EDGE - Financial Services Organization - Senior Analyst The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and...

320 S Canal Street Chicago Illinois,60606 BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Work with and support a team that provides a markets-based suite of risk management solutions through derivative products to the bank’s U.S Commercial clients. The product suite will focus on solutions addressing both Interest Rate (“IR”) and Foreign Exchange (“FX”) needs. The team provides transactions to facilitate client requests along with identifying client needs and offering bespoke solutions that differentiate BMO from other organizations. This team interacts with internal stakeholders to build a harmonized strategy on risk management solutions while also working with external clients to present these solutions. As the team seeks out new opportunities with prospective clients there is the balance...

About Us At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. About The Role The Information Security Analyst functions as a member...

Become a part of our caring community and help us put health first The Senior Market Finance Professional supports more than half of Humana's Medicaid business, providing technical financial analysis and data-driven insights to drive market growth and operational effectiveness. This position resides within the Finance team and partners directly with Market CFOs, clinical teams, and provider engagement teams, focusing on Medicaid claims and premium analytics across multiple states, including established and expansion markets. Key Responsibilities: Collect, analyze, and report on market data connecting financial outcomes with operational results, particularly in Medicaid claims and premiums. Deliver project-based and ad-hoc reporting for Medicaid markets; provide insights into membership analysis, provider performance, RFPs, and market trends. Manage ad hoc requests from Market CFOs, Presidents, and leadership, ranging from member utilization to premium...

Become a part of our caring community and help us put health first The Senior Market Finance Professional supports more than half of Humana’s Medicaid business, providing technical financial analysis and data-driven insights to drive market growth and operational effectiveness. This position resides within the Finance team and partners directly with Market CFOs, clinical teams, and provider engagement teams, focusing on Medicaid claims and premium analytics across multiple states, including established and expansion markets. Key Responsibilities: Collect, analyze, and report on market data connecting financial outcomes with operational results, particularly in Medicaid claims and premiums. Deliver project-based and ad-hoc reporting for Medicaid markets; provide insights into membership analysis, provider performance, RFPs, and market trends. Manage ad hoc requests from Market CFOs, Presidents, and leadership, ranging from member utilization to premium reconciliation...