Investment Officer III, Investment Compliance - Sacramento, CA

This position is eligible for incentive compensation and has a maximum incentive opportunity of 20% of base salary.The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer III (IO III) on the Investment Compliance team. · CalSTRS Invest ...

Equal Opportunity Employer · The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic informati ...

Equal Opportunity Employer · The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic informati ...

This position is eligible for incentive compensation and has a maximum incentive opportunity of 20% of base salary. · The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer III (IO III) on the Investment Compliance team. · Candidate w ...

+Job summary · Provide strategic leadership and operational oversight for the Investment Services Program within a financial institution environment. · +Bachelor's degree in a related field or equivalent experience in the investment services and insurance industries. · Minimum 5 ...

Meet with Credit Union members to advise develop recommend implement and monitor financial planning and investment products and services. · Bachelors of Arts degree is desired or equivalent experience in the personal investment field. · ...

Provide strategic leadership and operational oversight for the Investment Services Program within a financial institution environment. · ...

We specialize in creating personalized wealth plans that align with each individual's priorities, · Analyzing financial dataManaging investment portfoliosRecommending suitable financial productsFostering strong client relationships through excellent customer service ...

Meet with Credit Union members virtually to advise, develop, recommend, implement and monitor financial planning and investment products and services. · ...

Meet with Credit Union members virtually to advise develop recommend implement and monitor financial planning and investment products and services. · Meet with members virtually to mutually define their personal and financial goals needs priorities for the development of individu ...

The Investment Relationship Specialist is an engaged, goal-oriented, and proactive individual who has a passion for service excellence; utilizing expert customer services skills to support assigned Financial Advisor. · ...

The Investment Relationship Specialist supports assigned Financial Advisors with administrative and production growth duties. · Collaborate with parties to develop strategies for investment services promotion. · Foster strong relationships with branch partners. · ...

Company Description · Community West Bank, which merged with Central Valley Community Bank in 2024, has been serving California's businesses and families since 1980. With 26 full-service Banking Centers across Greater Sacramento, the San Joaquin Valley, and the Central Coast, the ...

About IMP · IMP is a rapidly growing Fintech and RegTech firm serving the buy-side of the investment management industry. We are creating solutions that leverage machine learning to improve the success of mission-critical projects for our clients. We have all of the advantages of ...

About IMP · IMP is a rapidly growing Fintech and RegTech firm serving the buy-side of the investment management industry. We are creating solutions that leverage machine learning to improve the success of mission-critical projects for our clients. We have all of the advantages of ...

We are looking for an experienced Accounting Manager.This role involves overseeing the financial operations of multiple investment entities. · ...

Developing financial strategies aligned with the mission ensuring regulatory compliance collaborating with the CEO and leadership team. Manage cash flow investments and financial risks providing financial leadership and mentorship to finance and accounting team. · Collaborate wit ...

We are seeking a hands-on Controller with deep expertise in Statutory Accounting to oversee all financial and accounting operations, reporting and regulatory matters, · This is an exciting opportunity for a seasoned Controller to direct the accounting, financial, and administrati ...

Company Description · Trion Properties is a private equity investment company focused on acquiring and renovating multifamily real estate properties to provide high-yielding passive income for accredited investors. Founded in 2005, Trion Properties is renowned for its opportunist ...

We're looking for a strategic results-driven professional to join our Compliance team. · Own and manage core components of the compliance program including regulatory filings policies procedures testing monitoring and documentation. · Serve as a lead contributor for SEC examinati ...