Registered Client Service Associate

Country Manager

Tax Lead

System engineer

Senior Product Manager

Software Engineering Talent Sourcing - Fran & Rob

Responsibilities: <ul><li>Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.</li><li>Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.</li><li>Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.</li><li>Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.</li><li>Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. </li></ul> Requirements: <ul><li>Bachelors degree or equivalent.</li><li>3 - 5 years relevant experience required.</li><li>Series 7 or ability to obtain within 150 days.</li><li>State securities agent registration (S63 or S66) or ability to obtain within 150 days.</li><li>Experience working in a client service environment.</li><li>Detail-oriented, strong math, and analytical skills. Good organization and time management skills.</li><li>Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.</li><li>Able to communicate with all levels within the organization. Process oriented and can work with a team.</li><li>Strong computer and software skills. Preferred Qualifications:</li><li>State IAR registration (S65 or S66) or ability to obtain within 150 days.</li><li>Life, Accident, and Health licenses &amp; Variable Contracts or ability to obtain within 150 days.</li></ul>

Responsibilities: <ul><li>Grow sales (volume &amp; value mix), market share and weighted distribution within scope.</li><li>Drive ABC strategic commercial plans including but not limited to: new market/channel entry, geo-expansion, direct-to-consumer, new product launches, cross-category promotions, distributor management, trade engagement/loyalty, promotion adherence, etc.</li><li>Build integrated business plans to drive sales within scope and engage all stakeholders for execution.</li><li>Optimize portfolio strategy (SKU/channel/area mix) to attain maximum value creation.</li><li>Build the “ABC” brand name to give consumers compelling reasons to choose our brand over competing brands</li><li>Lead top-to-top relationship management with key customers in both Retail &amp; Foodservice</li><li>Data-driven. Thoroughly understand SELL-OUT and SELL-IN data to derive insights &amp; identify opportunities to grow.</li><li>Ensure effective D&amp;A Management in both Retail &amp; Foodservice</li><li>Ensure accurate/correct monthly forecasts are submitted ahead of deadline with the objective/ intention to achieve the forecast accuracy target.</li></ul> Requirements: <ul><li>Bachelor’s Degree minimum</li><li>10 years’ minimum of Sales/ Marketing/ Business Development (FMCG/FMCG Distributor)</li><li>which covers both Retail &amp; Foodservice</li><li>Experience as Nation Sales Manager or related from MNC companies or global food &amp; beverages or consumer brands is preferable.</li></ul>

Responsibilities: Direct &amp; Indirect Tax Compliance: <ul><li>Lead monthly, quarterly and annual compliance for corporate income tax, TDS/TCS, GST and other indirect taxes.</li><li>Oversee preparation and filing of income tax returns, GST returns and related statutory filings within timelines.</li><li>Ensure accuracy of tax provisioning, reconciliations and workpapers for statutory and internal reporting.</li><li>International Taxation</li></ul> Transfer Pricing: <ul><li>Own transfer pricing policy and documentation (Master File, Local File), benchmarking studies and intercompany pricing reviews.</li><li>Manage TP audits, coordinate APAs/MAPs and defend positions before tax authorities.</li></ul> Audit, Assessments &amp; Dispute Management: <ul><li>Manage tax audits/assessments, prepare responses and coordinate with external counsel/advisors.</li><li>Track litigations, maintain position papers, risk assessments and provisions as required.</li></ul> Advisory &amp; Controls: <ul><li>Provide tax inputs for business initiatives, contracts, M&amp;A, restructurings and product pricing.</li><li>Implement and maintain tax policies, internal controls and SOPs to mitigate risk.</li></ul> Process, Team &amp; Stakeholder Management: <ul><li>Coordinate with accounting, payroll and legal for information and cohesive execution.</li><li>Communicate tax positions and risks to finance controller and tax head</li></ul> Requirements: <ul><li>Chartered Accountant (CA) with 8–10 years progressive experience in India taxation covering direct tax, GST, international tax and transfer pricing.</li><li>Proven experience in a corporate tax function, Big Four or reputable tax advisory firm.</li><li>Experience handling tax audits, assessments, litigation support and interactions with tax authorities.</li><li>Experience with tax provisions under Ind AS/IFRS preferred.</li><li>Having certifications related to taxation is a plus</li><li>Excellent communication skills (written and verbal); fluent in English</li><li>Detail-oriented with a high sense of urgency and exceptional organizational skills</li><li>Excellent interpersonal and conflict management skills with the ability to operate with a team, customer service, and leadership mentality</li><li>Ability to effectively lead, manage, and prioritize multiple projects, while operating in a fast-paced, complex global organization with shifting schedules and priorities</li><li>Solid working experience and knowledge of SAP, BI tools and office software (Excel).</li></ul>

Responsibilities: <ul><li>Provide application L1/L2 support and system checks (CPU, disk usage, logs, services)</li><li>Troubleshoot and resolve system and application issues, and provide on-site technical support to ensure timely resolution and minimal disruption to business operations</li><li>Monitor application health and system alerts, escalating issues as needed</li><li>Log incidents and service requests in the ticketing system, ensuring timely resolution</li><li>Coordinate with L3 teams and vendors for issue escalation and follow-up</li><li>Perform routine maintenance tasks, such as application updates, patching, and backups</li><li>Maintain clear documentation of issues, fixes, and procedures</li><li>Participate in system testing, deployment, and post-deployment support activities</li><li>Assist in user access management and configuration </li><li>Requirements:</li><li>Diploma/Degree in Electrical Engineering, Computer Science, Communications Engineering or equivalent</li><li>Minimum 2 years in application maintenance, support or server infrastructure setup</li><li>Experience participating in Kubernetes cluster projects, with proficiency in using relevant commands to check application logs</li><li>Experience with at least two of the following Virtualization Technology/Platforms: VMware, Xen, KVM, OpenStack, Cloud Stack, Azure Stack</li><li>Experience with cloud orchestration, configuration management and auto-scaling techniques</li><li>Thorough knowledge of networking, routers, switches, and WiFi setup</li><li>Hands on experience in deploying ceph using different file system such as object storage, rbd, cephfs storage</li><li>Good knowledge of storage technologies, such as NAS, SAN, SDS</li><li>Experience with automation tools such as Salt/Chef/Puppet/Ansible</li><li>Experience with load balancing setup for TCP/IP, HTTP, DNS, routings.</li><li>Experience in using software version control</li><li>Knowledge of IT security standards, for instance from CIS or IM8.</li><li>Experience in IT security policy management and enforcing IT security</li><li>Knowledge of computer hardware components and ability to restore faulty servers to working condition.</li><li>Experience in coding or scripting languages such as bash, windows batch script, powershell, perl, python, etc.&nbsp;</li></ul>

Responsibilities:Define and Build the next generation of AI-driven experiences at our client working across our data platform teams and operating as a key driver of our AI product strategyDrive product and platform vision and create capabilities that add value to both merchants and consumers. Identify new unmet opportunities and gaps in the portfolio by analyzing the market and ecosystem.Collaborating cross-functionally in defining the personalization opportunities across the consumer journey, and define best in class personalization experiences for our client consumers globally.Evangelize, Communicate, and Influence, by driving alignment on vision, roadmap, investment needs, risks, and opportunities with large cross-functional teams, and leaders, including C-level executives.Develop experiments playbook so our models and teams are constantly learning and developing and evangelizing a strong point of view on how to improve KPIs.Execute with excellence in a cross-functional setting, building strong relationships with key stakeholders (data engineers, software engineers, product analytics, merchant tech and other business teams).Run lean experiments to learn and develop a strong point of view on how to improve KPIsDefine and develop closely with Data Science and Platform leadership the core data products needed to power personalized experiences.Define and measure key AI Platform performance indicators to evaluate and understand product value, performance and compute costs.Identifying new opportunities based on research, industry trends, and best practices, driving innovation and platform improvements.Deliver results. Own business outcomes and be responsible for hitting experience and revenue targets.Requirements:2+ years of experience in AI Product Development4+ years of experience in Product Management, with demonstrated success in launching and scaling multiple 0-1 products.Technical and business acumen with Identity, Data Normalization, Data usage limitation, and AI-driven personalization product background are critical along with demonstrated experience in defining and driving transformation initiatives.Experience inspiring and mobilizing all levels of the organization with your product vision, data-centric thinking, and customer/developer passion.Being comfortable in navigating ambiguity and establishing an iterative roadmap and experimentation culture.Defining the product and customer experience with high-quality business requirements and user stories while managing the scope of each product release and refining the technology architecture and scalability for the use case.Helping the teams move forward swiftly with rigor, speed, and transparency in decision-making.Removing roadblocks, setting a consolidated vision, and collaborating with excellence across all functions is critical.MBA or Masters in STEM fields.Highly skilled problem-solving and technical skills. Demonstrate a tech-savvy approach and love to stay on top of industry trends.Excellent and effective interpersonal and communication skills (written, verbal, and listening).Self-starter who doesn’t hesitate to proactively approach learning fastSkilled at working with cross-functional groups and matrix organizations in multiple geographies to manage multiple projects simultaneouslyExperience in areas like e-commerce, checkout, payments, and/or risk domain - a plus.

Responsibilities:Lead individual project priorities, deadlines, and deliverables using AGILE methodologies.Deliver high efficiency, high availability, concurrent, and fault-tolerant software systems.Significantly contribute to the development of Aladdin’s global, multi-asset trading platform.Provide impact and expertise as a senior individual contributor in building various capabilities of the OEMS (Order & Execution Management System) like real-time market data pipelines, algorithmic trading, trade analytics, pre & post-trade TCA, watch lists, smart order routing and integrated news & Twitter feeds.Guide and mentor team members in order to build a highly performant team.Work with product management and business users to define the roadmap for the product.Design and develop innovative solutions to complex problems, identifying issues, and roadblocks.Be a leader with vision and a partner in brainstorming solutions for team productivity, efficiency, training, and motivating developers, and hiring new developers.Work closely with Researchers to implement trading signals and models used for making investment decisions.Identify and implement ways to improve the efficiency of production processes and infrastructure.Support and maintain production processes and infrastructure.Collaborate with platform team to develop new features for alpha gen platform.Identify and utilize new alpha-enabling technology in signal implementation.Working as part of a multi-disciplinary squad to establish our next generation of data pipelines and tools.Be involved from the inception of projects, understanding requirements, designing & developing solutions, and incorporating them into the designs of our platforms.Mentor team members on technology and best practices.Build and maintain strong relationships between DataOps Engineering and our Technology teams.Contribute to the open-source community and maintain excellent knowledge of the technical landscape for data & cloud tooling.Assist in troubleshooting issues, support the operation of production software.Write technical documentation.Requirements:8 + years of hands-on experience in Java.Experience in building Order and Execution Management, Trading systems are ideal.A depth understanding of concurrent programming and experience in designing high throughput, high availability, fault-tolerant distributed applications is required.Expertise in building distributed applications using NoSQL technologies like Cassandra, coordination services like Zookeeper, and microservices architecture / SOA is required.Experience in message-oriented middleware architecture is required.Knowledge of UI components including swing, web technologies is required.Understanding relational databases is a must.Strong analytical and software architecture design skills with an emphasis on test-driven development.Experience in programming languages such as Scala, python would be a plus.Experience in using streaming technologies like spark streaming or storm would be a plus.Experience in using Project Management methodologies such as Agile/ScrumExpected to drive the growth of the trading platform through performance, stability, usability, and new investment product capabilities.Effective communication and presentation skills (written and verbal) are required.Bachelor’s or Master’s degree in Computer Science or Engineering preferred.2+ years of hands-on developer experience of object-oriented design pattern knowledge and implementation experience using Python or Java.Knowledge of workflow management frameworks such as Dask/Airflow is a plus.Knowledge in SQL and experience working with relational databases (Sybase, SQL Server).BA/BS in Computer Science or Mathematics-related field from an accredited university.The ability to apply mathematics, machine learning, or quantitative analysis to tackle complex problems and deliver high-quality solutions.Excellent analytical and problem-solving skills with keen attention to detail and an inclination to validate everything.Knowledge and experience adhering to software development standard methodologies including test-driven development (TDD), unit testing discipline, agile development, and CI/CD strategies.A genuine interest in investment strategies, risk, equities, fixed income, or financial derivatives;Experience with cloud technologies such as Hadoop, Spark, S3, Kubernetes is a plus.5 + in an SRE/DevOps role, or related IT or operations field.Passion for engineering highly available performant systems.Experience with Cloud Native platforms, both hosted and on-prem (AWS or AZURE).Experience working closely with Systems Engineers and Technology teams.Working knowledge of building and deploying distributed systems.Experience with scriptings such as Python or Ruby.Good understanding/experience with languages such as Go/Scala/Java.Experience with software deployment and orchestration technologies such as Helm, Docker, Kubernetes, OpenStack, etc.Experience supporting database or datastores e.g. MongoDB, Redis, Cassandra, Ignite, Hadoop, S3.Experience in messaging and streaming platforms such as NATS or Kafka.Experience in creating and evolving CI/CD pipelines with GitLab or Github following GitOps principles.Experience in security fundamentals.Experience in troubleshooting and system administration tasks in Linux or Unix.

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6 Jobs found in San Francisco

Registered Client Service Associate

Country Manager

Tax Lead

System engineer

Senior Product Manager

Software Engineering Talent Sourcing - Fran & Rob

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6 Jobs found in San Francisco

Registered Client Service Associate

Country Manager

Tax Lead

System engineer

Senior Product Manager

Software Engineering Talent Sourcing - Fran & Rob

WhiteCrow WhiteCrow is on a mission to connect companies with the best talent across the globe.

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