Aws Security Group Cloudformation Jobs in Usa
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- This position offers a generous production-based guarantee aspart of a highly lucrative compensation plan.
- Work 3-5 days a week-whatever fits your schedule!
- Beautiful, well-equipped offices, with superior support staff and management in place to keep you happy and efficient!
- Friendly midwest physician-owned group who puts superior patient care and the physicians who provide it, first!
- SIGN-ON BONUS;AND Student Loan Assistance Program
- PARTNERSHIP TRACK!
myDermRecruiter is recruiting a Board Certified / Board Eligible General Dermatologist to join a thriving Dermatology Group in North Nashville.This is a well-established practice, in an affluent area with a loyal patient base. Provider will have the opportunity to work alongside top providers in the region with an established brand. This area is a short drive from Music City, Vanderbilt University and considered a major healthcare hub.
- Position is available due to patient demand and clinic growth
- Provider will see 40-45 patients per day for medical/surgical dermatology and light cosmetics
- Group offers 2-3 Medical Assistants with a scribe per provider to maximize productivity
- Current providers boast aboutthe quality and skills of the support staff
- Updated, well-equipped office, with superior support staff in place to keep provider productive and efficient
- Comprehensive benefits offered including paid time off, paid CME, superior health,retirement benefits, & 401Kwithmatch
- Exceptional patient care is at the center of this group. The practice has strategic growth plans and highly regarded administrative team that treats providers as partners.
Orthopedic Spine Surgeon- Private Group- Arizona
StartDate: ASAP Pay Rate: $8 $900000.00
An established private orthopedic group located in a beautiful lakeside community in Western Arizona is seeking a board-eligible or board-certified orthopedic spine surgeon to join their team. With over 20 years of service to the community, the group offers a stable, well-respected practice environment.
Join an established orthopedic surgery group in a community with strong demand and surgical volume for an orthopedic spine surgeon.
Orthopedic spine surgery with the option to include general orthopedics if desired
All necessary ancillary services on-sitephysical therapy, pharmacy, and X-ray technology
Partnership track opportunity + lucrative income potential
Student loan reimbursement, sign-on bonus, and relocation assistance offered
Growing market and expanding services throughout Western Arizona
Numerous internal referrals + no nearby competition
Candidates must be board-eligible or board-certified in orthopedic surgery and have completed fellowship training in orthopedic spine surgery
Community Highlights:
Located along a stunning lake, this inviting Arizona community is a perfect place to call home. Whether youre seeking peace and relaxation or adventure and excitement, youll have everything you need and more.
Surrounded by picturesque desert mountains , perfect for hiking, off-roading, and camping
Family-friendly city with top-rated charter and public schools , plus affordable housing options .
400 miles of breathtaking lake shoreline and 60 miles of navigable waterways
More than 300 days of sunshine each year
Plenty of shopping and dining options as well as a variety of seasonal events throughout the year
Easy drives to Las Vegas, Phoenix, and Southern California
Tolearnmoreortoapply,pleasedirectinquiriestoDanielleKrieglofAMNHealthcareat orclick here to schedule a call with me . Applicants should include a complete CV and a letter of interest outlining relevant experience
Facility Location
Lake Havasu is known as a party community town and during World War II was a US Army Air Corps camp. London Bridge which was brought over from England and completed in 1971 is now a favorite tourist attraction in Lake Havasu. During Spring Break many university students go there on vacation and MTV has featured Lake Havasu twice as a fun social spot to go to.
Job Benefits
About the Company
At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.
Client Success Executive – Employee Benefits (Post-Sale)
Senior Individual Contributor | Field-Based / Remote | Northern New Jersey
Local client travel + NYC office access
The Opportunity
- True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
- This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
- Your responsibility begins once the client is live and continues through the life of the account.
- You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
- This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.
What You’ll Do
- Serve as the primary post-sale point of contact for assigned employer clients
- Partner closely with ADP HRBPs supporting clients at their locations
- Own the client relationship with a focus on:
- Retention and renewals
- Service quality and escalation management
- Proactive issue identification and resolution
- Manage benefit changes, ongoing service needs, and carrier coordination
- Identify and address at-risk accounts before issues escalate
- Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office
What We’re Looking For
- 5–10+ years of experience in employee benefits account management, client success, or post-sale service
- Strong, hands-on knowledge of group health insurance (small group experience preferred)
- Proven ability to own client relationships independently
- Comfortable in a field-based, client-facing role
- Experience working with PEO, HCM, or employer-facing environments is a plus
- Life & Health license (or ability to obtain within 90 days)
What This Role Is Not
- No prospecting
- No sales quotas
- No people management
This role is about judgment, accountability, and follow-through.
Why True Benefit & Amwins
- True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
- Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits
- Base salary: $135,000–$160,000
- Target 30% bonus
- Immediate, comprehensive benefits (no waiting periods)
- Generous and flexible PTO
- Long-term growth potential
If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.
We get fired up when people talk about getting—and staying—healthy. That’s where we find our inspiration: in the very human experiences of patients, doctors, and even each other. Then, we collaborate on ways to make caring for one’s health more achievable, connecting patients and physicians with the information and tools they need.
We embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs.
Job Description
WHAT DOES A VP, GROUP ACCOUNT DIRECTOR DO?
Provides senior-level leadership and guidance for the interactive marketing plans for a group of clients and/or brands managed by other Account Directors. Shares responsibility for client retention by maintaining mid-to senior-level relationships, providing additional opportunities and assessing risk associated with the client. Responsible for meeting the campaigns’ financial impact on budget, target goals and objectives for both the client and for EVERSANA INTOUCH. Leads the development of the integrated solutions offered from EVERSANA INTOUCH through research, analytical metrics and strategic insight.
The VP, Group Account Director works with our clients to plan, execute, manage and analyze their digital marketing campaigns, as well as drives new initiatives and ideas forward. This individual interacts with clients on a daily basis and is responsible for building and maintaining strong partner relationships, and is a key contributor for the client’s day-to-day issues and projects. The VP, Group Account Director works closely with each of the internal departments at EVERSANA INTOUCH including Project Management, Strategy, Business Systems Analysis, Creative, Analytics, Social Media, Design and Development. This role requires experience with managing projects, timelines, cost and tight deadlines.
Qualifications
WHAT ARE WE LOOKING FOR?
- AOR experience
- Launch experience
- HCP & Patient experience
- Bachelor’s degree or equivalent education plus professional experience required
- Approximately 10+ years of client services, agency, digital pharmaceutical, and healthcare-related experience required
- Subject matter expert for digital, media and technology marketing and advertising, including new product launches
- Ability to maintain revenue results from developed strategic marketing campaigns
- Proven leader in fast-paced, agile work environments
- Ability to excel while wearing many hats; comfortable with making fast decisions
- Excels at leading large teams and has the ability to serve as a leader to cross-functional project teams across the organization
- Exceptional coaching and mentoring skills
- Ability to negotiate contract and work assignments
- Creative thinker with analytical skills
OUR CULTURAL BELIEFS:
Patient Minded I act with the patient’s best interest in mind.
Client Delight I own every client experience and its impact on results.
Take Action I am empowered and empower others to act now.
Grow Talent I own my development and invest in the development of others.
Win Together I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters I speak up to create transparent, thoughtful and timely dialogue.
Embrace Diversity I create an environment of awareness and respect.
Always Innovate I am bold and creative in everything I do.
Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.
EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA’s benefits package can be found at /careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA’s inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. All of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at
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GroupAccount Supervisor
Salary: 125K - 150K
Hybrid: 2 days onsite per week
Role:
The Group Account Supervisor is responsible for developing and maintaining relationships with clients to develop effective communication and tactical plans. Has overall responsibility for Agency output. Ensure coordinated approach to promotional tactics. Recommend new and innovative approaches and directions to accomplish client’s marketing goals and objectives.
Responsibilities:
- Maintain complete working knowledge of assigned therapeutic category, product(s), and client marketing team goals
- Supervise and play active role in the planning and execution of product’s promotional activity – effectively plan product POAs, seeking supervisor’s input where appropriate
- Manage complex tactical projects with minimal supervision
- Effectively present the agency’s recommendations, points-of-view to clients
- Ensure that team members know, and follow, established agency account services procedures (account files, approval process, status reports, etc.)
- Maintain understanding of client needs and effectively communicate the needs to creative and other appropriate departments
- Conduct regular meetings with account group personnel to discuss client issues, opportunities, and work in progress
- Supervise and motivate account group personnel to ensure a high level of performance on behalf of clients
- Evaluate creative executions and provide constructive feedback to creative team
Client-related responsibilities:
- Build and maintain positive client relationships with a focus on achieving client’s marketing goals
- Guide, advise, and assist account team in developing and presenting new business proposals
- Develop and maintain contact with appropriate client personnel to ensure that agency is aware of business opportunities and/or significant changes in the client’s business structure
- Supervise and proactively take part in the development of advertising and promotion materials to ensure that they reflect current product objectives
- Promote the full breadth of agency services to client where appropriate; maintain a thorough understanding of agency resources and capabilities
- Maintain frequent communication with the client to establish and maintain positive working relationships
- Coordinate new business pitches under direction of senior management
- Ensure adherence to internal agency policies and procedures
Requirements:
- Bachelor’s degree
- 5+ years advertising agency experience
- Previous experience working on a fast pace account with high volume of multi-channel tactics
- Experience with website launches, message platforms, campaign development, banner ads, convention work and optimization of assets
- Strong conceptual and presentation skills
- Collaborative with ability to work within a team
- Successful track record with client service
Education, License & Cert: 1. Current certifications in health and fitness field or content area from a nationally recognized certifying agency preferred. 2. Current CPR and First Aid certifications preferred. 3. Must possess excellent public relations, communication, motivational and coaching skills. 4. Must possess competent knowledge of exercise principles, fitness testing, health risks and fitness program design.
Experience: Minimum of one years’ experience in the health center environment preferred.
Essential Functions: 1. Promotes the philosophy that all individuals entering the center should be treated with respect, kindness, empathy and professionalism. 2. Keeps up to date on all center rules, programs, costs, hours of operation, special events and staffing personnel, and gives out accurate information to all inquiries. 3. Provides notice of class cancellations at least 24 hours in advance whenever possible. 4. Follows all security and safety procedures. 5. Monitors communication log daily, and contributes notes and messages as needed. 6. Helps to develop and execute aspects of the marketing plan related to Group Fitness. 7. Supervises members’ fitness programs and attends to his/her needs in a friendly, polite, courteous and professional manner. 8. Assists the Fitness Coordinator in the development of fitness programs and services which enhance the member's experience in the Center and improve member retention. 9. Promotes member programs and services to all members and encourages cross training and fun activity to attain his/her fitness and health goals. 10. Exhibits good listening skills when member or staff issues arise, and problem solves professionally. Defers to Group Fitness Coordinator if issues need further arbitration.
Other Duties: 1. Travel for this position is sometimes required between Guthrie entities 2. Participation in community and employee engagement activities is required. 3. It is understood that this description is not intended to be all‐inclusive and that other duties may be assigned as necessary in the performance of this position.
The contracted rate of pay for this position is $28.00/hr
Investments Accounting Associate II - Securities
Investment Controllership
Full-Time
Boston, MA or Springfield, MA
About the Corporate Controller Organization:
The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity.
We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights.
The Opportunity
This Investments Accounting Associate role is a newly created position that will be a key addition to our Investment Controllership team within the Controllers organization. The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investments Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.
The Team
As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.
The Impact:
Thrives in a complex corporate structure and adapts to changing circumstances.
Plays a key role in a collaborative and inclusive culture by working closely with Investment Management.
Actively participate in the implementation of the Company’s new ledger and other key projects.
Collaborate with various areas of the business executing appropriate remediation.
Performs or reviews reconciliations of investment data for ledger tie outs. Reviews periodic journal entries.
Participates in creating or reviewing and analyzing monthly financial analysis reports.
Collaborate with internal teams to resolve items and address investment-related issues.
Responsible for ongoing activities as part of the monthly, quarterly, and annual close cycles.
Analyze financial reports and investment data for trends and impacts to investment values and P&L activity.
Support annual regulatory financial statement audit requests.
Participating in problem solving to improve quality, cycle times, and increase efficiencies.
Makes recommendations to continuously improve the overall control environment of the Securities team.
Participate in the research and implementation of new statutory and GAAP investment accounting.
The Minimum Qualifications
Bachelor’s degree in Accounting, Finance or related major
At least 4 years of accounting or finance experience in a corporate environment
Knowledge of GAAP and STAT accounting
The Ideal Qualifications
CPA or CFA progress towards preferred
Knowledge and experience of investments
Prior exposure to investments, investment accounting, subsidiary ledger processing and related investment matters a plus!
Strong analytical skills: ability to analyze financial data sets and tell the story of the data.
Experience in identifying internal control issues and remediation efforts
Able to build and maintain strong working relationships across cross-functional groups
Excellent verbal and written communication skills with the ability to express ideas and articulate in an organized and persuasive manner
Ability to partner with business leaders and peers in investment process redesign and improvements
Intellectual curiosity to continue learning and adding breadth and depth to understanding
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Financial Controllership Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-CR37
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Location : Boston, Los Angeles, New York, San Francisco
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.
EY-Parthenon – Software Strategy Group – Commercial – Sr. Associate-Consultant
EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.
The opportunity
Within EY-Parthenon's Strategy and Execution sub service line, our Software Strategy Group (SSG) team members conduct primary and secondary research, synthesize and analyze data, build and test hypotheses, and deliver strategic advice to our clients to help them make informed decisions. We have developed the models, industry contacts, benchmarks, and methods designed for the software economy. Additionally, SSG works with internal Managing Consultants who have been CTOs and CEOs in early and late-stage software companies. The combination of the Managing Consultant team, our Consultants and Senior Associates with deep software expertise provides a unique opportunity for you to learn from the best in the field.
Your key responsibilities
As a Senior Associate/Consultant with EY-Parthenon's Strategy and Execution Software Strategy Group, you will be responsible for leading work streams translating client needs into project tasks and deliverables. Senior Associates/Consultants manage day-to-day problem-solving and team analytical activities, and serve as key liaisons between consulting team members, Directors, Senior Directors, Partners, and our clients.
Skills and attributes for success
Develop business strategies using tools such as market sizing, market participant interviews, decision maker survey panels, and discussions with target company management teams.
Review transaction rationale and/or deal documents to identify critical business issues and risks relating to a proposed transaction.
Manage and motivate workstreams and teams with diverse skills and backgrounds.
Develop, manage, and mentor junior team members.
To qualify for the role, you must have
Outstanding academic performance, with a bachelor's degree and at least 2 years of related work experience; or a graduate degree and approximately 18 months of related work experience.
A minimum of 18 months of experience working with technology and software companies in a leadership role, either as a management consultant or as an employee, with knowledge of and experience in the software economy.
Experience managing business strategy and commercial diligence projects in complex environments.
Ability to make detailed assessments of industries, products, markets, competitors, and customers to identify risks and opportunities.
Proficient in the English language, including the ability to listen, understand, read, and communicate effectively, both in writing and verbally, in a professional environment.
Effective organization and time management skills with ability to work under pressure and adhere to project deadlines.
The ability and willingness to travel and work in excess of standard hours when necessary.
Other Requirements
- Our SSG team members are in the office ~3 days a week.
Ideally, you’ll also have
MBA with 1 year of related work experience or graduate degree with at least 2 years of related work experience, with a particular focus on client advisory or strategic planning within a professional services environment.
Excellent problem solving, project management, facilitation and interpersonal skills.
Ability to multitask and work efficiently in a fast-paced environment.
Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.
What we look for
We are looking for candidates who have a strong aptitude for quantitative and qualitative analysis and the ability to link business strategy to performance. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients’ goals.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $130,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .
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Job Title: AWM - Operations - PWM Transfer Settlement Group - Analyst
Location: 111 South Main Street, Salt Lake City, UT
Contract Duration: 6 Months
Opportunity
The ACAT team is responsible for delivering accurate transaction processing and exceptional client service while safeguarding the firm's capital, reputation, and regulatory standing. The AWM Operations - PWM Transfer Settlement Group Analyst will support automated account transfer activities, including reconciliations, settlements, and residual processing across mutual funds and foreign and domestic securities.
This role requires managing multiple functions while maintaining strong relationships with PWM Sales teams, counterparties, and vendors. The Analyst is expected to meet strict deadlines, comply with industry regulations, and proactively escalate issues to minimize financial, reputational, and regulatory risk.
Key Responsibilities
Facilitate account transfer requests to move client assets into and out of the firm.
Perform account verification and asset review to ensure compliance with firm and industry policies
Reconcile automated account transfer receives, delivers, residuals, mutual funds, and foreign/domestic settlements
Manage relationships with PWM Sales teams, counterparties, and vendors to ensure timely and accurate processing
Escalate issues appropriately to minimize firm exposure to operational, financial, and regulatory risks
Support project work involving data analysis to identify trends, improve workflows, and streamline processes
Day-to-Day Duties
Initiate transfer requests based on client-signed ACAT instructions to bring assets into the firm, ensuring accuracy and compliance with industry and system requirements (30%)
Reconcile incoming wires by reviewing external instructions and notifying PWM Sales teams to enter matching instructions (40%)
Facilitate account transfer deliveries by coordinating internal notifications, obtaining approvals, and completing account terminations (20%)
Participate in project-based work requiring data analysis to reduce manual touchpoints and improve operational efficiency (10%)
Position Responsibilities
Perform position-level reconciliation for all account transfer requests from counterparties and clients
Monitor and manage residual positions following ACAT transfers
Pre-populate ACAT transfer forms accurately and efficiently
Support foreign and domestic settlement activities
Identify and implement opportunities to improve controls and operational efficiencies
Deliver superior client service while mitigating operational and regulatory risk
