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The Client Conference Center Manager will be responsible for overseeing the daily operation of the Client Conference Center and manage any last-minute changes or additions to meeting requests and employee schedules. This person will lead a team of 4 people and effectively help to train and promote within!
The Investment Advisor Consultant will be responsible for understanding end-to-end process flows and creating Target Operating Models, conducting user testing on tech platforms, preparing training documentation, and collaborating with project managers and technical teams. Additionally, they will perform data analysis, liaise with Portfolio Managers, and ensure the successful implementation of model and client portfolios.
Execute information technology audits encompassing the areas of IT general controls, application controls, IT processes, project management and data integrity audit projects/initiatives utilizing information technology control frameworks. Help prepare a risk-based audit program, document and execute test steps and high quality work papers for IT and integrated application audit.
This is a 8-month contract within Midtown NYC that is currently on a hybrid work schedule. This consultant will be brought onto the KYC team that is responsible for assisting the on boarding of new clients
The Client Onboarding Consultant manages end-to-end onboarding processes, ensuring timely and compliant onboarding of new clients by composing KYC packages, conducting due diligence, and liaising with various internal departments. This role requires 3-5 years of experience, strong attention to detail, analytical skills, and excellent communication abilities.
We seek an IT Systems Developer who can conduct software development tasks such as programming and analysis, in addition to the maintenance, testing, and client support for the developed software and the systems in which it functions. This individual should be proficient in Java and SQL.
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