Manage the NFA/CFTC Compliance Program and related activities Assist in reviewing NFA/CFTC regulatory developments with Compliance and Legal partners to ensure impact reviews and assessments are conducted Complete international and domestic regulatory filings and reporting Work effectively with Compliance and business line subject matter experts to implement and maintain

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. What's the role? If you have a passion, the background and applicable skills for defining future Field experiences, this may just be the opportunity you've been looking for! This role will report to Sr Director HNW in Advisor Practices Team focus

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Whats the role? If you have a passion, the background and applicable skills for defining future Field experiences, this may just be the opportunity youve been looking for! This role will report to Sr Director HNW in Advisor Practices Team focused

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long term Care insurance policies in an inclusive and fast paced environment ensuring all quality, service and production goals are met. Primary Duties & Responsibilities Field & Client Experience. Responsible for credible a

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long term Care insurance policies in an inclusive and fast paced environment ensuring all quality, service, and production goals are met. Primary Duties & Responsibilities Field & Client Experience Responsible for credible a

Analyze income tax records and returns of individuals and flow through businesses to identity planning opportunities. Partner with other highly credentialed professionals on the team and NM advisors to deliver planning strategies and solution recommendations for clients. Stay current on income tax laws/regulations and tax planning trends. Consult with attorneys and accoun

Actively engage with portfolio specialists, product specialists and portfolio managers on complex matters and deliver responses to internal partners and FAs, as appropriate. Leverage in house tools and dashboards to answer questions (via email or phone) coming from sales and/or FAs. Experts in navigating and assisting Advisors with the Portal, driving adoption of the Port

Actively engage with portfolio specialists, product specialists and portfolio managers on complex matters and deliver responses to internal partners and FAs, as appropriate. Leverage in house tools and dashboards to answer questions (via email or phone) coming from sales and/or FAs. Experts in navigating and assisting Advisors with the Portal, driving adoption of the Port

Strategic Thinking and Implementation Participate in the ongoing strategic planning process as an integral member of the senior management team. Assess organizational performance against both the annual budget and TLHA's long term strategy. Assist in establishing yearly objectives and meeting agendas, and in selecting and engaging outside consultants (auditors, investment

Ideate and draft new content as assigned, including but not limited to macro, asset class and thematic thought leadership, primers, podcast scripts, videos, commentaries, brochures, etc. Develop content focused on the wealth management channel, geared toward Financial Advisors and their end clients Partner with members of the Investments and Distribution teams on content

Work independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources. Develop and implement a business plan to achieve financial goals and qualitative measures. Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective relations

Demonstrates technical expertise and leadership. Establishes, aggregates, and shares team standards and best practices across department. Owns the strategy and development of high impact solutions in the enterprise. Leads talent strategy and development for the division. Mentors, guides and coaches engineers/leaders within their division for technical and leadership growt

Unique opportunity to work directly with family ownership of a remarkably successful business enterprise involved in capital equipment manufacturing for the packaging, converting & manufacturing industries. In this role you'll use your financial background to assist family ownership with a wide range of strategic financial matters including effectively analyzing, planning

Partner cross functionally in the home office and with the field, leveraging FX analytics and insights to lead key initiatives within the home office which strengthen field acumen, drive enterprise alignment around the intended field experience, and ensure the delivery of an exceptional experience to our advisors. Primary Duties & Responsibilities Partner cross functional

Dematic has an immediate need for a Sr. Process Management, Demand and Capacity Planner within the Global Integrated Business Process (IBP) team. This is an exciting opportunity to influence global, regional and project function execution alignment via optimization of our integrated process plans to achieve business objectives. In this role, you will serve as a business pa