PINE Advisor Solutions

HQ
Denver
64 Total Employees
Year Founded: 2018

Jobs at PINE Advisor Solutions

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Professional Services • Financial Services
The Associate Director of Investment Advisor Compliance supports compliance programs for investment advisers, oversees regulatory filings, manages client relationships, and conducts compliance training and testing.
15 Hours AgoSaved
In-Office
Denver, CO, USA
Professional Services • Financial Services
The Director will oversee compliance programs for investment advisers, manage client accounts, guide teams, and ensure adherence to SEC regulations.
Professional Services • Financial Services
Provide regulatory and compliance support to registered investment adviser clients, perform annual reviews under Rule 206(4)-7, maintain compliance programs and calendars, assist with regulatory filings (Form ADV, PF, 13F, etc.), conduct vendor and forensic testing, support regulatory exams, and help develop compliance policies, training, and risk assessment programs.