into operational readiness by leading the operational onboarding of new clients, funds, sub-advisors, and platforms;coordinating..., trustees, and sub-advisors, setting clear service expectations and addressing issues that affect execution or client experience...
recordkeepers, actuaries, trustees, investment advisors and other material vendors. Exceptional financial acumen, risk judgment.... Job Description The Vice President, Financial Security Products is the enterprise owner for retirement and financial-well-being products...
area service level requirements Supports vendor risk processes in alignment with Third-Party Risk Management enterprise... Maintains awareness of relevant tax laws, industry issues (to include regulatory), data security risks and general business...
outreach, industry relationships, advisors, partners, networking, and events. Own the full new-logo sales cycle, including... experience, revenue growth, and risk reduction. Negotiate commercial structures, including FTE-based, transaction-based...
recordkeepers, actuaries, trustees, investment advisors and other material vendors. Exceptional financial acumen, risk judgment.... Job Description The Vice President, Financial Security Products is the enterprise owner for retirement and financial-well-being products...
approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures... management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies...
recordkeepers, actuaries, trustees, investment advisors and other material vendors. Exceptional financial acumen, risk judgment.... Job Description The Vice President, Financial Security Products is the enterprise owner for retirement and financial-well-being products...
platforms. This individual will serve as the key liaison between business stakeholders, advisors, operations teams, technology... aligned with business objectives. Partner with Wealth Management leaders, advisors, operations teams, compliance...
are trusted advisors, often embedded alongside agency leadership, helping translate policy into executable, audit defensible... in areas of risk management, internal controls, financial management, program management in state or local government Prior...
procedures (SOPs). Responsibilities Carrier Vetting & Partner Security Assurance: Conduct securityrisk assessments... action plans. Partner with Operations and Procurement to approve, restrict, or remediate carriers based on securityrisk...