Senior Asset Manager Salary at Goldrich BETA

We are currently seeking a Senior Reporting and Billing Professional to join our Advisory Billing team. This role provides an exceptional chance to contribute to operational success while interacting directly with our advisors and clients. After a successful training period, there is an opportunity to transition into a hybrid work arrangement. As part of our team, you will: Deliver operational support and customer service to Cetera’s departments and advisors, with a focus on advisory and asset-based programs. Accurately process daily departmental tasks, including asset-based billing. Respond to inquiries from internal and external customers through email and phone, maintaining a high standard of professionalism. Conduct account calculations, reconciliations, and detailed research as requested. Investigate and resolve client issues, ensuring timely and accurate solutions. Take on additional responsibilities as assigned to support team objectives. What You Will Have: High school diploma

Job Details Job Location David Geffen Health Center, Koreatown - Los Angeles, CA Position Type Full Time Education Level BS - Bachelor of Science Degree Salary Range $160000.00 - $200000.00 Salary/year Job Shift Day: 8am - 5pm Job Category Finance Description POSITION SUMMARY: The Director of Finance reports to the Chief Financial Officer and serves as an integral member of the Senior Management Team. This role is responsible for the execution of APLA Health's financial management strategy and contributes to the execution of APLA Health's strategic goals. The Director of Finance partners with the Chief Financial Officer and Director of Grants Management on the development and implementation of accounting and financial policies, procedures, metrics, goals, reports, and projects and participates in short-term and long-term financial planning and budgeting. This Director of Finance is responsible for oversight of general ledger accounting, including maintenance of the general ledger, reve

Who We Are Looking For: Accenture is searching for a Senior Manager for Technology Sales Financial Services Organizations in North America. This person will be an Individual Contributor and will be responsible for the sales of professional services work for Accenture focused on the Salesforce Platforms. We are looking for individuals with experience selling Salesforce Professional Services to Financial Services Organizations. We are seeking someone with a strong understanding of the use cases of Salesforce, primarily in Banking and Wealth Management. We will expect a proven track record of quota sales for products or services to the Financial Services market. We would strongly prefer a candidate with experience directly selling Salesforce Professional Services. This position is an individual contributor and will report to a Sales Manager in the United States responsible for Salesforce Professional Services Sales to North American Financial Services. What You Will Do: + Drive revenue gr

Job Description Cetera is currently seeking a Senior Reporting and Billing Professional for our team located in El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. Core Responsibilities: Support of Cetera's Advisory Programs including, Operational support and Customer Service for various departments within the organization as well as advisors across the Cetera Network. Understanding of advisory programs and billing methodologies, Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance. Responsible for daily processing of work associated with department to include: Advisory billing processing Perform various asset calculations/reconciliation Perform research as requested on customer accounts Provide phone support for department Other duties as assi

**FINANCIAL CRIMES ANALYST SENIOR I** **WHAT IS THE OPPORTUNITY?** Under the direction of the Financial Crimes Compliance Testing Manager, this colleague is responsible for carrying out regulatory/compliance issuance monitoring, risk assessments, and internal controls testing ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. Develop new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary cust

CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. Los Angeles Police Federal Credit Union (LAPFCU) is a financial institution created by the Los Angeles Police family for the police family. Los Angeles Police Federal Credit Union has proudly served law enforcement employees and their families since 1936. Today, LAPFCU serves over 45,000 members and has more than $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. + Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles

**REGULATORY RELATIONS ANALYST** **WHAT IS THE OPPORTUNITY?** Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within CNB and the broader Combined US Operations ("CUSO") from receipt of first day letter through remediation and closure. This includes assisting and coordinating with regulators, all business units and risk departments for targeted exams, ongoing supervision, ad hoc requests and follow up. Will work with business and risk units, along with the Governance Risk & Control Program Office ("GRC"), to prepare business units for exams and other regulatory activity. Will be responsible for working with AD to research topics to provide advice and support to business units in all regulatory matters. Will raise concerns to AD about observed thematic issues and potential regulatory concerns. **What you will do** + Work as a team to lead and facilitate all regulatory examinations, including targeted on-site examinations by regulators.

Do you have excellent tax compliance skills and a strong desire to join a cutting-edge team? Do you like working to help companies achieve their tax objectives and their individual risk profiles? Do you have a passion for a unique and challenging role? If so, we have the career opportunity to keep you intrigued well beyond the tax code! Work you'll do As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include: + Maintaining and developing strong client relationships on various tax engagements. + Overseeing complex federal tax compliance and consulting projects requiri