Head of RIA Portfolio Management: Strategy, Trading & Compliance
Apex Fintech Solutions LLC
Apex Fintech Solutions LLC is seeking a Director, Head of RIA Portfolio Management in Bridgewater, MA. This senior leadership role involves overseeing portfolio management operations for sub-advisory clients, ensuring compliance with regulations, and managing day-to-day trading activities. The successful candidate will possess strong quantitative skills and regulatory expertise, and will lead a team to enhance operational efficiency. This role offers a hybrid work schedule and a robust package of employee perks including healthcare benefits and 401(k) matching. #J-18808-Ljbffr Apex Fintech Solutions LLC
- ABOUT THIS ROLE Director, Head of RIA Portfolio Management is a senior leadership role responsible... ...to manage complex, multi-client trading workflows in a highly regulated environment... ...rebalancing and direct indexing strategies, ensure compliance with securities regulations and...SuggestedWork from home
- ...Investments LLC is seeking a Director, Head of RIA Portfolio Management to oversee portfolio management operations... ...and the ability to manage complex trading workflows. Your responsibilities will include ensuring compliance with client investment policies, executing...Suggested
$330k - $430k
**Job Title**Head of Investor Relations**Requisition... ...the Company’s IR strategy, framework, tactics, and... ...the Board.* Leads and manages ongoing and productive... ...supports the monitoring of trading data.* Collaborate... ..., accuracy, and compliance.* Partner with Finance...Suggested$99.52k - $123.93k
...application process. Management Bridgewater, MA, US Salary... ...Team as a Commercial Portfolio Manager Location:... ...implementing mitigation strategies, you will play a key... ...annual reviews, covenant compliance, UCC and insurance... ...to submission to VP, Head of Commercial Lending...SuggestedFull timeWork experience placementRelocation package- Lawrence Partnership is seeking a Commercial Portfolio Manager in Bridgewater, MA. This role involves overseeing the risk management and asset quality of commercial loans. Key responsibilities include conducting annual reviews, managing loan applications, and maintaining...Suggested
- Cooperative Credit Union Association is seeking a Commercial Portfolio Manager in Bridgewater, Massachusetts. The role involves overseeing... ...annual reviews, and collaborating with internal teams to ensure compliance. The ideal candidate will have a bachelor’s degree and...
- Une institution bancaire de premier plan aux États-Unis recherche un Gestionnaire de Portefeuille de Crédit I pour effectuer des analyses financières pour les prêts commerciaux. Vous serez responsable de la gestion d'un portefeuille désigné, de l'évaluation des risques ...
- ...commerciaux**Job Description:****Department Overview:**The Credit Portfolio Manager I (CPM) performs financial analysis to support credit... ...Bank risk appetite. The position is responsible for ensuring compliance with loan documentation, Bank policy, and regulatory requirements...Work at office
$85k
Client Manager, Commercial Risk - IAS Northeast page is loaded## Client Manager, Commercial Risk - IAS Northeastremote type: Hybridlocations... ...as assigned including developing initial placement/renewal strategy* Stay informed on regulatory changes* Completes special...Contract workLocal area$80k - $100k
A community-oriented bank in Holbrook, MA, is seeking a Loan Officer to manage loan portfolios, deliver exceptional customer service, and analyze loan applicants. The successful candidate will have a Bachelor's degree in business or related field, and a minimum of two...- About this Role The Portfolio Manager is a critical operational... ...management and trading activities for AIM's... ...supervision of the Director, Head of RIA Portfolio Management,... ...proposals, ensure compliance with securities... ...alignment with client strategies Trade Validation: Verify...Work from home
$85k
A leading insurance firm in Massachusetts is seeking a Client Manager in Commercial Risk to collaborate with sales and service teams, ensuring excellent client relationship management. The role involves overseeing client accounts, negotiating insurance programs, and maintaining...- Johnson & Johnson MedTech is seeking a Sr. Manager, Portfolio Project Management, based in Raynham, MA, or surrounding areas. This strategic leadership role within Supply Chain & Operations involves overseeing complex initiatives for operational excellence and business...
$102k - $177.1k
...Operations Risk and Capacity Manager to form part of the... ...team, reporting to the Head of Supply Chain Digital... ...partners to understand portfolio strategic growth,... ...consequences arising from trade-offs concerning the operations... ...personal and Company compliance with all Federal, State...Temporary workLocal areaImmediate start- ...success. This position manages our company's... ...cash generation ~100% Compliance with bank reporting related... ...In coordination with Head of Logistics and AP Manager... ...review and optimize trade payable terms Asset... ...FX hedging strategies, which are not currently...Temporary workImmediate start
$68.64k - $85.8k
John-M.-Corcoran- is seeking a Property Manager in Stoughton, Massachusetts, to oversee property management operations and staff. The ideal candidate will have over 5 years of property management experience and strong leadership skills. Responsibilities include ensuring...Relocation package- ...global cash forecasting and planning process and ensure that the company’s global cash obligations are met in a cost-effective manner.* Manage the movement of funds to meet daily operating needs and ensure appropriate internal controls are in place.* Provide oversight and...
$125.35k - $172.5k
...standards of care. SUMMARY The Sr. Program Manager, Supplier Quality Risk Management is... ...focuses on driving supplier risk mitigation strategies, supplier performance improvement... ...supplier quality initiatives, regulatory compliance, operational resilience, and continuous...Full timeTemporary workWorldwide- A leading pharmaceutical company is seeking a Head of Investor Relations to craft and implement investor strategies, manage communications, and engage with institutional investors. This role requires at least 12 years of relevant experience and a strong background in finance...
$102k - $177.1k
Job Overview Manager, Compliance Risk Management Location: Raynham, Massachusetts, United States of America Job Function: Quality Job Sub Function: Quality & Compliance Audit Job Category: Professional Job Description As a Manager in Compliance Risk Management, you...- ...seeking an experienced Commercial Credit Manager to oversee its credit underwriting... ...leadership to support loan origination and portfolio management. Assess credit risk across various... ...statement analysis, and regulatory compliance. Ability to manage multiple priorities in...Full time
$80k - $100k
...provide a general estimate and does not guarantee a specific rate of pay. Primary Accountabilities / Responsibilities Management of Assigned Portfolios Shall maintain portfolios to the expected standards, including addressing all maturing loans, completing annual...$80k - $100k
...provide investment advisory services and life insurance. The role emphasizes generating prospects, managing a sales team, and creating personalized financial strategies for clients. Candidates should possess strong communication and relationship management skills, with...- Johnson & Johnson in Raynham, Massachusetts is seeking a Manager for Compliance Risk Management to identify and manage compliance risks across operations. This role involves collaborating with Quality and cross-functional teams and leading risk management activities. The...
$65k
Hannon-Murphy Insurance, with offices in Pembroke, Plymouth, and Osterville, MA, is actively seeking a dedicated Personal Lines Account Manager to join our growing team. As a primary point of contact for our clients, you'll play a pivotal role in shaping their experience...Full timeRelocation- Young World Physical Education is seeking a Head Cross Country Coach (Men) for Taunton High School in Taunton, Massachusetts. This part-time position offers a stipend ranging from $3,437 to $4,337 per contract. Applicants must meet citizenship or residency requirements...Contract workPart time
$80k - $100k
A regional financial institution in Massachusetts is seeking a Premier Banking Officer responsible for generating new business opportunities and enhancing customer relationships. The role involves actively prospecting clients, reaching sales goals, and collaborating with...$49.92k - $58.22k
Title: Head Route Setter Reports to: General Manager / Regional Director of Route Setting Pay Range: 2+ years of experience in Route Setting - $49,920 -... ...maintenance Follow all safety protocols and ensure staff compliance Stay up to date on setting trends and industry...ApprenticeshipLocal areaFlexible hoursEarly shift$80k - $100k
Bluestone Bank is seeking a Premier Banking Officer in Norton, MA. This hands-on role focuses on generating new deposits, developing customer relationships, and executing effective sales plans. Candidates should have a Bachelor's degree, 5+ years in client-facing service...- ...the protection of asset quality of the commercial portfolio by preparing annual reviews on commercial... ...duties in accordance with prescribed regulatory compliance guidelines, established Bank policies, strategies, and procedures. Mentor & train junior team members...Work experience placementWork at office
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