Get new jobs by email
- ...develop, implement, and maintain compliance policies and procedures. Monitor & track relevant regulatory changes (OCC, FRB, FDIC, CIMA, & applicable state laws) Collaborate closely with the business, technology & operational teams, to design and implement effective...CIMA
Howard-Sloan Search
New York, NY7 days ago - ...teams • Identify opportunities to improve processes and efficiencies Qualifications and Experience • Bachelor’s degree; CFP®, CIMA®, or CPA preferred • 5–8 years of experience working with high-net-worth families or complex entity structures • Highly...CIMAWork at office
ECG Resources, Inc.
Detroit, MI7 days ago $100k
...first service ~ Experience working with Schwab, Fidelity, or other major custodians ~ Additional professional designations (CFA, CIMA, EA, CPWA, etc.) ~ Experience serving retirement-focused client populations Salary/Benfits: ~$100K+ base (dependent on...CIMAPart timeAdecco Permanent Recruitment
Webster Groves, MO9 hours ago$70k - $130k
...Primary Skills & Requirements Bachelors degree required. Series 7 and 63 license required (must be obtained by start date). CFA, CIMA, or MBA strongly preferred. Minimum of 35 years of investment experience. Strong knowledge of ETFs, mutual funds, separate...CIMAFull timeWork at officeState Street
Boston, MA1 hour agonew- ...ensuring the platform completes all required regulatory filings accurately and on time for global regulators such as the SEC, CFTC, CIMA, ESMA, and the U.S. Treasury. While regulatory reporting compliance will be a primary focus of this role, responsibilities also extend...CIMAPermanent employmentFull timePart time
Insight Global
New York, NY1 day ago - ...MBA or advanced degree in Finance or related fields required Chartered Financial Analyst (CFA) designation required and CFP, CIMA or other advanced accreditations highly desired in addition to the CFA. Minimum of fifteen (15) years of direct experience in the...CIMAFull time
United Bank
Washington DC20 days ago - ...preferably within an independent registered investment advisory (RIA) firm. ~ Professional designations such as CFP®, CFA®, CAIA®, CIMA®, or CPA - or active enrollment with anticipated completion within nine months. ~ Proficiency in Microsoft Office and experience...CIMAWork at officeFlexible hours
Buttonwood Capital Management
Scottsdale, AZ7 days ago $110.25k - $176.41k
...working knowledge of compliance/regulatory requirements SIE, Series 7 and 63 (or equivalent 66) are required to apply CFA and/or CIMA designations are highly preferred “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to...CIMAFull timeTemporary workLocal areaHome officeFlexible hoursCapital Group
New York, NY4 days ago- ...business administration, Finance, or a related field. No license requirements. Preference for relevant certifications (e.g. CAIA, CIMA, etc.) Experience in investor relations, sales, or a similar role; experience in financial services industry is preferred....CIMAWork at office
Presbyterian Foundation
Jeffersonville, IN20 days ago - ...hiring plans as needed. Qualifications Education & Experience ~ Bachelors degree required; advanced degree or credentials (CFA, CIMA, etc.) preferred. ~710+ years of experience in wealth management, investment advisory, or financial services operations. ~ FINRA...CIMAFull time
Independent Financial Group, LLC
San Diego, CA20 days ago $157k - $213k
...required: SIE, Series7, and 63/65 or 66; Series24 preferred or must be obtained within 120days of hire. Progress towards an MBA, CIMA, CFA, or other investment designation preferred. Minimum 10years of experience in investment management and/or corporate retirement...CIMAFull timeRemote workFlexible hoursNight shiftPrincipal Financial Group
Denver, CO3 days ago- ...investment technology and process improvement Preferred Qualifications Series 65 (or willingness to obtain) CFA or CFP or CIMA designation, or meaningful progress toward one Experience with portfolio management and trading platforms (e.g., Orion, Tamarac,...CIMAFull timeLocal area
Wiss
Florham Park, NJ1 hour agonew $100k - $125k
...and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start. ~ MBA, CFA, CFP, CAIA, CIMA preferred. ~ Strong sales and presentation skills. ~ Deep understanding of investment products and how to position them for maximum...CIMAFull timeLocal areaWilliam Blair
Boston, MA20 days ago$80k - $132.5k
...Primary Skills & Requirements Bachelors degree required Series 7 and 63 license required (must be obtained by start date) CFA, CIMA, or MBA strongly preferred Minimum of 3-5 years of investment experience Strong product knowledge of ETFs, mutual funds,...CIMAFull timeTemporary workWork at officeFlexible hoursCFA Institute
Boston, MA20 days ago- ...starter attitude and strong work ethic. Certifications & Attributes: CFP® required; additional certifications (CFA, CPA, CAIA, CIMA) strongly preferred. Commitment to ethical standards, proactive client service, and continuous learning. Results-driven,...CIMAFull time
Mission Wealth Management LP
Charlotte, NC4 days ago - ...cross-functionally in a fast-paced, matrixed organization. Preferred Qualifications MBA or professional certification (CPA, CIMA, ACCA). Experience supporting sales teams with pricing, trade spend, trade terms, and promotional financeideally within beauty or...CIMAWeekly payPermanent employmentContract workTemporary workPart time3 days per week
Adecco
Calabasas, CA1 day ago $77k - $202k
..., Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred CFA, CFP, CIMA Preferred Knowledge/Skills Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management...CIMAFull timeH1bPwC
Los Angeles, CA3 days ago- ...Description Summary: The Floor Manager oversees the day-to-day operations of all Food & Beverage concepts at The Grayson, including Bar Cima, Harta, Bar Harta, and Tacalle, ensuring a consistent, high-quality guest experience across each venue. This position is responsible...CIMALocal areaFlexible hoursShift workNight shiftAfternoon shift
Grayson Hotel
New York, NY15 days ago $157k - $213k
...SIE, Series 7, and 63/65 or 66. Series 24 preferred, or must obtain within 120 days of hire. Possession of or progress toward MBA, CIMA, CFA or other investment designation preferred. Minimum 10 years of experience in investment management and/or corporate...CIMAHourly payPermanent employmentFull timeTemporary workWork experience placementH1bWork at officeRemote workFlexible hoursNight shiftPrincipal Financial Services, Inc.
Denver, CO4 days ago- ...accuracy of the financial records. Qualifications Bachelor’s degree in accounting or finance. Big 4 experience, ACA, ACCA, CPA, CIMA or other relevant body qualified – is a plus. Required 10+ years of costing and inventory accounting experience, in a mid-to-...CIMAWork at office
Arista Networks
Cary, NC22 days ago - ...Education Masters degree in finance, Accounting, Economics, or related field. Professional accounting qualifications (ACCA, CPA, CIMA, or equivalent) are an advantage. Experience Minimum of 10 years experience in financial management in an INGO or similar...CIMAContract workWork at officeLocal area
TrustAfrica
Dayton, OH14 days ago $176.9k - $271.17k
...Bring Bachelors degree in Finance, Economics, Engineering or other related disciplines. Professional qualification such as CFA, CIMA, ACA, ACCA (or equivalent). Minimum 10 years of relevant experience conducting energy industry M&A and project finance...CIMAMinimum wagePermanent employmentFull timeWork at officeLocal areaWorldwideWork visaENGIE North America Inc.
Chicago, IL1 day ago- ...Were you referred by a Cima Senior Living team member? Please fill out this application and a recruiter will be in touch shortly! To apply, please complete the required questionnaire. We accept applications on a rolling basis. We are an Equal Opportunity...CIMALocal area
- ...of 2 years of direct industry experience; working directly with wealthy families is a plus Certified Financial Planner (CFP) or CIMA certification, or be working towards your certification Strong interpersonal, verbal, and written communication skills Ability...CIMA
- ...Accounting experience, communicating directly with clients; Qualification in Accounting, Finance, or equivalent and either CA, CPA, or CIMA qualified, or be actively working towards these certifications; EXPERT level in Excel, Xero, Dext, A2X… HIGHLY attentive to...CIMA
$70k - $115k
...Education & Preferred Qualifications: Degree in Accounting or Finance or Business-related area (minimum 2.2 honors degree) ACCA/CIMA/ACA/CPA qualified, or part qualified an advantage. A minimum of 2+ years' experience at management level. Salary Range: $70,...CIMA- ...Requirements ~ Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s/MBA preferred). ~ CPA, CFA, or CIMA qualification is a plus. ~7+ years of experience in financial planning, analysis, or corporate finance, with at least 3 years in a...CIMA
$52k - $84.76k
...industry and capital markets Existing relationships within the intermediary channel are useful, but not required. Progress towards CIMA, CFA, CFP, MBA and/or advanced degree FINRA SIE, Series 7 and Series 63 Salary Range: $52,000 - $84,760 Annual The range...CIMAWork at office- ...business partnering or budgeting processes. Analytical ability and confidence in influencing stakeholders. Experience with SAP, Hyperion Planning, and Oracle HFM is a plus. Ideally part qualified CIMA/ACA. A proactive mindset and excellent communication skills....CIMA
$118.45k - $225k
...Successful track record of working with High Net-worth (HNW) clients and families. Professional designations such as CFP, CTFA, CFA, CIMA, JD are preferred. Salary Range: $118,450 - 225,000 USD Working with Us: As a Northern Trust partner, greater...CIMALocal areaFlexible hours
