Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community ... Advisory Managing Director - FAS: Reporting to our Execution Leadership team, you will be a leader ...
Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community ... Advisory Managing Director - FAS: Reporting to our Execution Leadership team, you will be a leader ...
Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community ... Advisory Managing Director - FAS: Reporting to our Execution Leadership team, you will be a leader ...
Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community ... Advisory Managing Director - FAS: Reporting to our Execution Leadership team, you will be a leader ...
SUPERVISORY FINANCIAL SERVICES SPECIALIST
Hill Air Force Base, UT · On-site
$89K/yr
This individual is a proven leader with the ability to plan, organize, and direct the functions of ... financial services and establish internal controls. 5. Knowledge of federal contracting and ...
New
SUPERVISORY FINANCIAL SERVICES SPECIALIST
Hill Air Force Base, UT · On-site
$89K/yr
This individual is a proven leader with the ability to plan, organize, and direct the functions of ... financial services and establish internal controls. 5. Knowledge of federal contracting and ...
New
Financial Services Tax - Real Estate Director
$150K - $438K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will ...
Financial Services Tax - Real Estate Director
$150K - $438K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will ...
SUPERVISORY FINANCIAL SERVICES SPECIALIST- DIRECT HIRE AUTHORITY
Hill Air Force Base, UT · On-site
$104K/yr
... financial accounting systems. This is essential to ensure that the correct appropriations are used and that the proper government customers are accurately billed for all civil engineering services ...
SUPERVISORY FINANCIAL SERVICES SPECIALIST- DIRECT HIRE AUTHORITY
Hill Air Force Base, UT · On-site
$104K/yr
... financial accounting systems. This is essential to ensure that the correct appropriations are used and that the proper government customers are accurately billed for all civil engineering services ...
... service pay and nine company holidays. Our Culture: Our team members define and shape our culture ... Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring ...
New
... service pay and nine company holidays. Our Culture: Our team members define and shape our culture ... Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring ...
New
Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring ... Recommends and initiates special projects and service goals and analyzes the financial details of ...
New
Direct the preparation and distribution of monthly/quarterly/yearly financial statements, ensuring ... Recommends and initiates special projects and service goals and analyzes the financial details of ...
New
Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals ... Required * 1+ years of experience in sales, customer service, banking, financial services ...
Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals ... Required * 1+ years of experience in sales, customer service, banking, financial services ...
Financial Advisor - Horace Mann
Riverton, UT · On-site
... RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches ... service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location.
Financial Advisor - Horace Mann
Riverton, UT · On-site
... RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches ... service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location.
We are looking for someone with financial services experience to help us deliver outstanding ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Quick apply
We are looking for someone with financial services experience to help us deliver outstanding ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Client Service Associate
Salt Lake City, UT · On-site
We are looking for someone with financial services experience to help us deliver outstanding ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Client Service Associate
Salt Lake City, UT · On-site
We are looking for someone with financial services experience to help us deliver outstanding ... Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ...
Financial Planning Manager - Utah, Idaho, Nevada
Salt Lake City, UT · On-site
$124K - $146K/yr
... financial services, fostering a collaborative and client-focused culture aligned with the firm ... Partner with the Regional Director and Associate Director of Financial Planning to manage team ...
Financial Planning Manager - Utah, Idaho, Nevada
Salt Lake City, UT · On-site
$124K - $146K/yr
... financial services, fostering a collaborative and client-focused culture aligned with the firm ... Partner with the Regional Director and Associate Director of Financial Planning to manage team ...
... financial services, fostering a collaborative and client-focused culture aligned with the firm ... Partner with the Regional Director and Associate Director of Financial Planning to manage team ...
... financial services, fostering a collaborative and client-focused culture aligned with the firm ... Partner with the Regional Director and Associate Director of Financial Planning to manage team ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... direct engagement with a diverse range of executives, and our efforts translate directly into ...
Zions Bancorporation is one of the nation's premier financial services companies operating as a ... direct engagement with a diverse range of executives, and our efforts translate directly into ...
Financial Wellness Associate
Tremonton, UT · On-site
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
Tremonton, UT · On-site
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
Salt Lake City, UT · On-site
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
Salt Lake City, UT · On-site
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate
Sandy, UT · On-site
... Directors, Financial Advisors, Technology, Legal Department & Compliance and Strategic Client ... 10b5-1 service. This will require coordination with Global Capital Markets, Private Wealth ...
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate
Sandy, UT · On-site
... Directors, Financial Advisors, Technology, Legal Department & Compliance and Strategic Client ... 10b5-1 service. This will require coordination with Global Capital Markets, Private Wealth ...
Financial Wellness Associate
South Jordan, UT · On-site
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Financial Wellness Associate
South Jordan, UT · On-site
$19.23 - $28.37/hr
FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Director Ria Financial Services information
What is the difference between Director Ria Financial Services vs Compliance Manager Ria Financial Services?
| Aspect | Director Ria Financial Services | Compliance Manager Ria Financial Services |
|---|---|---|
| Credentials | Relevant financial certifications, leadership experience | Compliance certifications, regulatory knowledge |
| Work Environment | Strategic leadership, executive meetings | Regulatory adherence, risk assessment |
| Employer & Industry Usage | Financial services, money transfer industry | Financial services, compliance departments |
The Director Ria Financial Services oversees strategic operations and business growth, while the Compliance Manager focuses on regulatory adherence and risk management. Both roles require financial industry knowledge, but the Director has broader leadership responsibilities, whereas the Compliance Manager specializes in compliance and risk mitigation within Ria Financial Services.
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$86K - $112K/yr
Full-time
Medical, Retirement, PTO
Re-posted 7 days ago
Job description
Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
Advisory Managing Director - FAS:
Reporting to our Execution Leadership team, you will be a leader within our FAS practice helping drive firm growth and delivering high quality client service in a variety of our practice offerings including technical & complex accounting, financial reporting, accounting clean-up & audit readiness, capital markets transactions, and more. You will work closely with clients, both public and private, across a variety of industries, specifically asset management, financial services, and banking, and sizes providing oversight and development to our team of consultants.
To be a good fit for our Managing Director - Financial Advisory Services role you will have:
- 15+ years of experience in "Big 4"/national public accounting firm/consulting and/or corporate accounting
- CPA required
- Expert knowledge of U.S. GAAP
- Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters
- Significant experience in areas such as:
- Revenue recognition across a variety of industries (ASC 606)
- Business combinations (ASC 805)
- Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815)
- Derivatives and hedge accounting (ASC 815)
- Variable interest entities & consolidations (ASC 810)
- Income taxes (ASC 740)
- SEC Regulations S-K and S-X
- Deep experience in asset management, financial services, and/or banking Industries.
- Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs across all Embark service offerings and delivering tailored solutions that drive value.
- Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice.
- Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts.
- A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.
- Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality
- Exceptional skills in leading and developing teams of consultants
- Typical compensation range starting at $250,000+ based on experience, plus bonus potential
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.