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The Marketing Content Strategist will develop insightful and authoritative content tailored to the firm's target audience, focusing on topics such as investment strategies, financial planning, and market trends.
The Marketing Operations Specialist will support the team in enhancing efficiency and effectiveness across marketing operations for the US, Canada, and Latin America. Responsibilities include optimizing workflows, impoving governance and vendor management, enrsuring compliance with protocols, and supporting strategic intitatives such as budget management and organizational communications.
This is a 6-month contract that is fully 5 days in the office but has the ability to be a long term engagement. This consultant will be responsible to review and create internal reports to support any risks regarding their individual business lines, products and services. This consultant will also prepare monthly reports, assist the head of the department with monitoring and reviewing marketing programs and assist with conducting branch compliance.
The assignment will involve: preparation of marketing materials and proposals, calling on clients, attending bank meetings, making presentations, negotiating for mandates, reviewing legal documents and negotiating with clients, structuring transactions, research work, analysis of existing or potential transactions and/or industries, analyzing various risks and preparing credit applications and the development of cash flow models.
Join a strong team of compliance professionals at a long established New York Bank in a strategic regulatory buildout.
I'm partnered with the CFO at a $200M, entrepreneurial medical device company located near Hoffman Estates, IL. This client is a market leader in their space and is looking to double in size over the few years. With exciting new products set to launch in the near future, it is the perfect time to join as the Corporate Controller and capitalize on the growth!Reporting directly to the CFO, you will be responsible for consolidating 5 entities and the overall accounting function for the US division, while leading a team of 3 individuals. You will also be involved in strategic finance initiatives with the opportunity to grow your career further!
Our client is looking for an experienced Equity Operations person to assist/lead the transformation of their clearing infrastructure.
Seeking an Operations Associate to support Clients Advisory, Operations and Investor Relations.
This role aims to bring in a temporary employee with Excel and analytical skills to assist in remediating legacy fees on our Discretionary platform. Additionally, the role will help develop processes and controls around these fees to ensure a strong, forward-looking proposition.
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