#clientreporting

[oneterabyteofkilobyteage]

original url http://www.geocities.com/clientreport/ last modified 2007-12-18 00:09:11

[investcloudinc-blog]

***InvestCloud Sweep at Goodacre’s Systems in the City 2017 Awards***

The InvestCloud Europe team enjoyed a great luncheon at the Systems in the City 2017 awards last week at Merchant Taylors’ Hall in the City of London, taking home 3 awards.  The awards were hosted by the consulting agency Goodacre UK, who works exclusively with regulated companies and suppliers in the financial sector.  The Systems in the City Awards is an annual event that recognizes the leading services and systems providers to the regulated financial services sector.

The awards and the GoodAccredited standard represent a major endorsement of InvestCloud, recognizing the use of effective technology to meet clients’ demands and to comply with regulatory requirements.

InvestCloud’s 3 awards for the day were:

1.The Lifetime Achievement Award, which was presented to Steve Wise, a serial entrepreneur who founded Babel Systems (which InvestCloud acquired earlier this year) and currently runs InvestCloud’s London-based icMAC division. icMAC’s flagship product is Emerald, which empowers robo-advisors and wealth managers with a full-stack solution for portfolio management, trading, operations, accounting, payments and fees.

2.The second award went to Amanda Fisher for Technical Excellence. Amanda is a senior product leader of InvestCloud’s icMAC division.

3. And finally, InvestCloud’s digital platform took home top honors for Best Digital Based Investing System, which offers hyper-modular digital apps on a flexible, integrated digital platform powered by a first-class digital warehouse.

Goodacre’s independent and factual annual accreditation process is based on rigorous pre-defined criteria for each service and system category, and only once a service or system is accredited does it become eligible for an award. Awards are decided based on the evaluation of a panel of expert judges including review of independent reference checks.

Mark Trousdale, InvestCloud’s Chief Marketing Officer, said, “We are particularly proud to have our suite of digital financial apps recognized by Goodacre. Our apps empower asset owners and asset managers to make better decisions with better information, and these apps can be grouped or bundled together in a hyper-modular way. The objective is to digitally empower the industry.”

To learn more about how we build the most creative solutions for the financial services industry, book a demo today at www.investcloud.com/demo or call us at +1 (888) 800-0188.

[phungthaihy]

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[towprojoe-blog]

ABOUTARCHIVE Inside SafetyNet - part 3 SafetyNet: Google's tamper detection for Android - part 3 ikoz #android #safetynet This post is part of a series: Inside SafetyNet part 1 (Oct 2015) Inside SafetyNet part 2 (Feb 2016) Inside SafetyNet part 3 (Nov 2016) How to implement Attestation securely using server-side checks (my blog, Cigital blog) SafetyNet Playground (POC server-side implementation) Play Store - Android source - PHP source It’s been more than 8 months since my last blog post on Android’s SafetyNet. In that post I was describing an end-of-2015 version of the system (version code 2495818). As expected, there have been several updates since then; I thought I should write one more post in this series, probably the last. I’ll briefly describe the differences of that last reviewed version versus version 10000700; this is second-to-last version. The latest version I’ve seen is 10000801, but it doesn’t have many functional differences. For a more complete overview of the client-side checks inside the SafetyNet system and its usage please read through my previous posts. SNET version codes I thought I’d just list some of the SNET versions I’ve observed in the wild; I’m sure there are many more. 1626247 (December 2014) 1839652 (April 2015) 2097462 (July 2015) 2296032 (September 2015) 2495818 (December 2015) 10000700 (August 2016) 10000801 (September 2016) Design changes SafetyNet got partially integrated into the Chimera system as a dynamite module. Chimera is a sort-of package management system for Google Play Services components, allowing Google to flexibly and independently upgrade each one. As Chimera manages part of the download and provisioning process, this change made the snet package lighter and more flexible. Chimera also has a nice interface, found by going into Google Settings and enabling “debug items”. You’ll see an “[internal]” menu item called “Chimera Modules”. The SafetyNet module is called com.google.android.gms.flags, currently version 1. You’ll also find that DroidGuard is another dynamite module.  basicIntegrity  At least since last July, Attestation responses objects contain a new boolean flag called basicIntegrity. This new field does not appear in Google’s published documentation yet. I’m sure it will soon. { "nonce": "R2Rra24fVm5xa2Mg", "timestampMs": 9860437986543, "apkPackageName": "com.package.name.of.requesting.app", "apkCertificateDigestSha256": ["base64 encoded, SHA-256 hash of the certificate used to sign requesting app"], "apkDigestSha256": "base64 encoded, SHA-256 hash of the app's APK", "ctsProfileMatch": true, "basicIntegrity": true, } But what is this field? Here are some thoughts, the way I understand it: In September 2016, Google decided to introduce more aggressive checks into ctsProfileMatch, e.g. acting on VerifiedBoot status. Due to these changes, devices that are not “rooted” but may only use a different bootloader will cause ctsProfileMatch to be set to false. In such cases, basicIntegrity will still remain true. It seems that this is set to false only if an su binary is placed in expected locations. The basicIntegrity field currently seems to behave like ctsProfileMatch did before the recent changes. One could see it as a way to maintain the previous ctsProfileMatch behavior, so that 3rd party apps can choose the level of checks they want to base their decisions on. I have yet to see any case where basicIntegrity is true while ctsProfileMatch is false; let me know in the comments if you do. I also updated Cigital’s SafetyNet Playground app in Google Play. It now checks and reports the value of basicIntegrity. Check it out!  DroidGuard It’s safe to say that DroidGuard plays a bigger role into attestation than I have previously described. It is (and has always been) a packed native library, designed to somewhat withstand reverse engineering, which makes dealing with it more interesting. Another blogpost on this may come in the future. Safe Browsing SafetyNet - from a 3rd party app perspective, used to initially be only about Attestation and CTS compatibility. It now offers another flavor: A lookupUri() API that allows apps to check if a given URI is classified as Potentially Harmful App by Google’s threat intelligence systems. More details on this here and here. I’ve not described Safe Browsing in any of my blog posts yet, this may come in the future - just like Verify Apps & DroidGuard. Minification As of version 10000801 SafetyNet is making use of ProGuard-style minification (some call it obfuscation). This is an interesting change of heart. Initially Google seemed to leave things unobfuscated on purpose in order to increase transparency, however this appears to have changed. It is important to note that this change happened at the same time as the cat-and-mouse game between SafetyNet and various “bypasses” intensified after the recent device integrity change. I am sure that SafetyNet re-implementations like this might have affected this decision. SafetyNet module changes A few but important new modules have been added in recent versions and some older ones were restructured. As mentioned above, SafetyNet is configured by Google at runtime or via play services updates; the snet module itself updated independently less often. What follows is the list of snet modules that are currently enabled by default. Note that a few extra modules have been enabled compared to a year ago. But the real differences are of course not here; the real differences are in the way data from each module affects backend attestation decisions. Idle mode modules Idle mode checks appear to run every 12 hours. The last time an idle mode scan run is stored in snet’s shared preferences inside the Play Services app private files. The following modules are now always enabled by default in idle mode. gmscore system_partition_files system_ca_cert_store setuid_files dalvik_cache_monitor device_state locale selinux_status logcat event_log The gmscore, locale and selinux_status modules have now been turned ON comared to a year ago. The gmscore module retrieves info about the com.google.android.gms package installed on the device via PackageManager APIs, including versionCode, hashes, signatures etc. The locale module obviously retrieves the current locale, including country code. The selinux_status modules will be described in a moment. Normal mode modules The following modules are now always enabled by default in normal mode. Normal mode ‘checks’ appear to run when a 3rd party app requests an attestation or at a maximum every 24 hours. default_packages su_files settings locale ssl_redirect ssl_handshake proxy selinux_status sd_card_test google_page_info captive_portal_test attest gmscore device_state carrier_info logcat event_log The following non-default modules are also currently enabled by play services config: mx_record sslv3_fallback Compared to a year ago, the only differences appear to be that the following two modules are now turned ON: device_state and carrier_info. The device_state module is of course very important and is directly related to the recent verified boot blocks. It’s described in more detail below. SU files module The SU finding modules has been partially redesigned since it was first introduced. It reports back information about two sets of files: files explicitly requested by Google su binaries The first category of files comes from snet configuration options, shipped separately from snet itself as part of Google play services. It currently includes a single file: /proc/sunxi_debug/sunxi_debug. This file is a well known kernel backdoor allowing easy root on some devices. The second category has been split out into a new rooting file finder submodule. This works as follows: SNET assembles a combined list of two types of directories to search into: interesting directories: These by default include /system/bin and /system/xbin and all directories specified in PATH, if such environment variable exists. systemless root directories: SNET attempts to identify directories that might be bind-mounted by parsing /proc/self/mountinfo and figuring out if /bin or /xbin are mounted using via /dev/block/loop. I will not go over the details of how systemless root works in this post. SNET attempts to find if the su binary exists in any of these directories. If it does, it gathers information about it, including its SHA256 hash, if it’s a symlink and its target, ownership/permissions/selinux info (lstat) etc. It now also checks if the file is executable - this is done via java.libcore.io.Os.access(file, X_OK). Settings module This module is used to retrieve various pieces of information about system settings and is run as part of the ‘normal-mode’ checks. It has changed to also retrieve two more pieces of info: Storage Encryption Status This is retrieved via the getStorageEncryptionStatus() method of the device_policy system service if SDK >= 11. Fingerprint Status This is retrieved via the isHardwareDetected() and hasEnrolledFingerprints() methods of the fingerprint system service if SDK >= 23. This can return the following values: FINGERPRINT_ENROLLED = 1 FINGERPRINT_NOT_SUPPORTED = 0 FINGERPRINT_UNENROLLED = 2 Device State module This module used to gather the following data: Verified Boot state via ro.boot.verifiedbootstate Verity mode via ro.boot.veritymode Security Patch Level via ro.build.version.security_patch Unlock Support via ro.oem_unlock_supported State of Flash Lock (oemLocked): via ro.boot.flash.locked Now the following have been added: Device Brand via ro.product.brand Device Model via ro.product.model Kernel Version from /proc/version List of System properties explicitly specified by Google via play services. currently just ro.build.characteristics On API>23, flash lock state is now retrieved via PersistentDataBlockManager.getFlashLockState() which is a new wrapper API to the ro.boot.flash.locked property. Possible values are: FLASH_LOCK_STATE_LOCKED = 1 (0x1) FLASH_LOCK_STATE_UNKNOWN = -1 (0xffffffff) FLASH_LOCK_STATE_UNLOCKED = 0 (0x0) Some people were surprised back in September this year, when Google started blocking devices that were not rooted but had unlocked their bootloader. First of all, unlocked bootloaders cause verified boot to fail - that’s what’s triggering snet. Not much changed in client-side code: SafetyNet was retrieving ro.boot.verifiedbootstate and ro.boot.veritymode all along, gathering metrics, until someone made the decision to make these indicators influence the ctsProfileMatch boolean flag (but not basicIntegrity). dm-verity correction info checks For idle-mode checks, the Device State communicated back to Google now also includes dm-verity correction information for SDK > 23. Some of you may know tha Android N introduced Verified Boot with Error Correction. This is all described here and here and here. Forward Error Correction is of course used to recover from filesystem corruption. An interesting security “side-effect” is that the definition of ‘curruption’ extends to ‘tampering’, so this feature can effectively repair rooted filesystems) SafetyNet searches all device mapper directories (e.g. /sys/block/dm-0, /sys/block/dm-1) and looks for a directory named fec, signalling that a partition is using Forward Error Correction. If fec is found, SNET retrieves the partition name (/sys/block/dm-X/dm/name) and the fec record file (/sys/block/dm-X/fec/corrected) and sends these back, allowing Google to track how this new feature is used. System Partition Files module In my previous blogpost I briefly described this system performs integrity measurements, retrieving hash trees over the /system directory and reporting them back, along with other info, to a System Integrity service separate from SNET. A year ago the SIC Server URL was empty but this has now been filled in. It is: This appears to be an undocumented part of the Safe Browsing system. SELinux checking module Previously this module only retrieved: whether selinux is supported if it’s in enforcing mode via /sys/fs/selinux/enforce. Now, it also retrieves: the version via /selinux_version the SHA256 hash of the policy file (/sepolicy) SSL Handshake module As discussed before, this module attempts to figure out if communications can be intercepted in a number of ways, such as via having an SSL-Kill-Switch app installed. It basically attempts to find malicious TrustManagers. In the last few versions it has been significantly refactored. Like before, the code attempts to contact accounts.google.com and www.google.com. The third host is play.google.com, replacing pubads.g.doubleclick.net. For each host, the module attempts to do an SSL handshake (sslContext.getSocketFactory().createSocket(hostname, 443)) and now, separately, an HTTPS connection (new URL("https", hostname, "").openConnection()) Both use a custom all-trusting X509TrustManager to establish a secure connection and retrieve the server’s SSL certificates. Then the module finds the system’s first X509TrustManager (instead of all of them like it did before). It then uses this TrustManager (via checkServerTrusted() to verify the server’s chain. It is interesting to note that now, on API>=21, the module uses X509TrustManagerExtensions.checkServerTrusted() instead of checkServerTrusted(), in order to retrieve the validated certificate chain. This is good news; bad things happen when these differ, as seen in CVE-2016-2402. In a change since previous versions, even on API=21 use X509TrustManagerExtensions.isUserAddedCertificate() instead of manually checking /data/misc/keychain/cacerts-added. SDCard analyzer module This module now also retrieves the last modification time of JPEG file it attempts to store on the SD card. Carrier Info module One new module was introduced into SafetyNet: “Carrier Info” This just retrieves the Name of the current carrier by using the getNetworkOperatorName() method of the phone system service. John Kozyrakis mobile security, static & dynamic analysis, automation, payments London, UK Share this post  John Kozyrakis ~ blog All rights reserved - 2016

[berkeleyjobsite]

Part Time Retail Project Merchandiser DSD

SummaryPart Time Retail Project MerchandiserWe are hiring a Part Time Retail Project Merchandiser to help increase sales of premium consumer products at our client’s retail locations within in assigned territory. The foundation of retail is built with strong displays for consumers to easily spot the brand names and quality products they love. A successful merchandiser builds, and crafts merchandising displays and maintains strong relationships with in-store management. The ideal candidate is flexible and adaptable with the ability to complete multiple duties with accuracy.Bring your skills to the company, the largest sales and marketing agency in North America, APPLY TODAY.Things to Consider:* You will work in an assigned territory, travel and driving are essential to this position* Great training and ongoing career developmentResponsibilities:* Execute on objectives by maintaining full distribution on existing SKUs* Ensure signage is in place for new items at all assigned stores* Maintain schematic standards and integrity* Hang shelf signs, place coupons and assemble cardboard displays* Cleaning of existing sections and fixturesQualifications:* High School Diploma or GED or equivalent experience required* Strong research and analytical skills* Excellent written and verbal communication skills* Basic computer skills and daily Internet access* Ability to work independently and prioritize duties with minimal supervision* Ability to lift and/or push up to 40 pounds, stand, stoop and bend for long periods of time, potential use of cleaning chemicals and work in environments susceptible to temperature changes i.e. refrigerated and freezer sections.ResponsibilitiesThe Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.Position SummaryThe Retail Project Merchandiser is responsible for calling in for project work for merchandising products at retail accounts within an assigned territory.Essential Job Duties and ResponsibilitiesNew Items* Will work on the achievement of business objectives through placement of new items at all assigned storesDistribution Audits* Will work to meet Client and Company objectives by maintaining full distribution on existing SKUs and ensuring signage are in placeReset Activity and Schematics Completion* Must be able to maintain schematic standards by ensuring all authorized items are in distribution and set to shelf standards* Must be able to maintain schematic integrity through consistent communication with Retail Supervisor and other retail personnelPOS Placement* Hang shelf signs, place coupons on product, etc. as directed by clientCustomer Relations* Must have the ability to communicate effectively both internally to management and externally with Customers who will verify work is completed correctlyDisplay Building* Assemble cardboard displays for promotion of an item as directed by clientReporting Administration* Will report daily into the company’s web application each day’s activities and the work performedSupervisory ResponsibilitiesDirect ReportsThis position does not have supervisory responsibilities for direct reportsIndirect ReportsThis position does not have guidance or mentoring responsibilities for indirect reportsTravel and/or Driving Requirements* Travel is not an essential duty and function of this job. Driving is an essential duty or function of this job.Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the jobEducation Level: (Required): High School Diploma or GED or equivalent experience(Preferred): Bachelor’s Degree or equivalent experienceField of Study/Area of Experience: Merchandising* Previous merchandising experience a plusSkills, Knowledge and Abilities* Analytical and research Skills* Strong written communication and verbal communication skills* Ability to make oral presentations* Flexible and adaptable, able to change and alter according to changes in projects or business environment* Strong prioritization skills* Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines* Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines* Ability to understand and follow specific instructions and procedures* Basic computer skills including familiarity with Word, Excel, and Internet usageEnvironmental & Physical RequirementsField / Reps RequirementsIncumbent must be able to perform the essential functions of the job. Work is performed in a retail in-store environment. Typically requires the ability to spend 66%+ hours each work day doing the following activities: engage in considerable physical activity, ability to lift and/or push up to 74 pounds, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). Also required to travel and drive. The use of proper safety practices when handling the products and/or cooking is essential.Additional Information Regarding The Company Job Duties and Job DescriptionsJob duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).Important InformationThe above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

from Berkeley Job Site https://ift.tt/35EmJvd via IFTTT

[californiajobsrightnow]

Part Time Retail Merchandiser

SummaryPart Time Retail MerchandiserWe are hiring a Part Time Retail Project Merchandiser to help increase sales of premium consumer products at our client’s retail locations within in assigned territory. The foundation of retail is built with strong displays for consumers to easily spot the brand names and quality products they love. A successful merchandiser builds, and crafts merchandising displays and maintains strong relationships with in-store management. The ideal candidate is flexible and adaptable with the ability to complete multiple duties with accuracy.Bring your skills to the company, the largest sales and marketing agency in North America, APPLY TODAY.Things to Consider:* You will work in an assigned territory, travel and driving are essential to this position* Great training and ongoing career developmentResponsibilities:* Execute on objectives by maintaining full distribution on existing SKUs* Ensure signage is in place for new items at all assigned stores* Maintain schematic standards and integrity* Hang shelf signs, place coupons and assemble cardboard displays* Cleaning of existing sections and fixturesQualifications:* High School Diploma or GED or equivalent experience required* Strong research and analytical skills* Excellent written and verbal communication skills* Basic computer skills and daily Internet access* Ability to work independently and prioritize duties with minimal supervision* Ability to lift and/or push up to 40 pounds, stand, stoop and bend for long periods of time, potential use of cleaning chemicals and work in environments susceptible to temperature changes i.e. refrigerated and freezer sections.ResponsibilitiesThe Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.Position SummaryThe Retail Project Merchandiser is responsible for calling in for project work for merchandising products at retail accounts within an assigned territory.Essential Job Duties and ResponsibilitiesNew Items* Will work on the achievement of business objectives through placement of new items at all assigned storesDistribution Audits* Will work to meet Client and Company objectives by maintaining full distribution on existing SKUs and ensuring signage are in placeReset Activity and Schematics Completion* Must be able to maintain schematic standards by ensuring all authorized items are in distribution and set to shelf standards* Must be able to maintain schematic integrity through consistent communication with Retail Supervisor and other retail personnelPOS Placement* Hang shelf signs, place coupons on product, etc. as directed by clientCustomer Relations* Must have the ability to communicate effectively both internally to management and externally with Customers who will verify work is completed correctlyDisplay Building* Assemble cardboard displays for promotion of an item as directed by clientReporting Administration* Will report daily into the company’s web application each day’s activities and the work performedSupervisory ResponsibilitiesDirect ReportsThis position does not have supervisory responsibilities for direct reportsIndirect ReportsThis position does not have guidance or mentoring responsibilities for indirect reportsTravel and/or Driving Requirements* Travel is not an essential duty and function of this job. Driving is an essential duty or function of this job.Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the jobEducation Level: (Required): High School Diploma or GED or equivalent experience(Preferred): Bachelor’s Degree or equivalent experienceField of Study/Area of Experience: Merchandising* Previous merchandising experience a plusSkills, Knowledge and Abilities* Analytical and research Skills* Strong written communication and verbal communication skills* Ability to make oral presentations* Flexible and adaptable, able to change and alter according to changes in projects or business environment* Strong prioritization skills* Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines* Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines* Ability to understand and follow specific instructions and procedures* Basic computer skills including familiarity with Word, Excel, and Internet usageEnvironmental & Physical RequirementsField / Reps RequirementsIncumbent must be able to perform the essential functions of the job. Work is performed in a retail in-store environment. Typically requires the ability to spend 66%+ hours each work day doing the following activities: engage in considerable physical activity, ability to lift and/or push up to 74 pounds, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). Also required to travel and drive. The use of proper safety practices when handling the products and/or cooking is essential.Additional Information Regarding The Company Job Duties and Job DescriptionsJob duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).Important InformationThe above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

from California Jobs https://ift.tt/38hNBjF via IFTTT

[clouddyinvestments-blog]

Wealth and millennials: how they think, spend and save, the need for a client portal.

The millennial generation – those born between the early 1980s and mid 1990s – are now either just joining the workforce, or well into their careers. As millennials gather the responsibilities of adulthood, financial and wealth management products come with the territory – this is the essence of financial mobility. Not surprisingly the wealth industry is paying close attention to this coming generation.  Millennials are looking for a financial institution that will provide a first class client portal, client communication, client reporting, advisor portal, financial mobility, and digital platform

Possibly the most studied segment in history, millennials have been variously labelled as narcissistic, entitled, tech-savvy and ethically conscious. Their relationship with financial institutions is well documented. The financial crisis and subsequent scandals created a general feeling of distrust toward the industry, but millennials have started to emerge as the largest client opportunity in the coming years. In order to capitalize on the opportunity, wealth and asset managers must adapt to successfully serve this complicated and fiscally important generation. This generation specifically wants to the following tools: client portal, client communication, client reporting, financial mobility, advisor portal, and digital platform.

The growing millennial impact

Last year 40 percent of the global adult population were under 35 years old. Today they account for US $1.3 trillion in direct consumer spending in the US. This figure will balloon over the next decade as the millennial generation is projected to account for 75 percent of the workforce by 2025  (source: Bank of America Merrill Lynch).  

Three trends will dictate how this population will acquire and use their wealth.

First, as the current 18-34-year-old cohort enter prime earning years, their liquid assets will increase substantially.

Second, these younger generations are seen to be more entrepreneurial than their parents, which should accelerate the increase of their available assets: Deloitte found that 54 percent of millennials have started, or plan to start, their own business – 27 percent are already self-employed.

And thirdly, millennials should benefit from a transfer of wealth from their parents, the baby-boomers, driving a future wave of inheritance that wealth managers need to prepare for.

Behavioral characteristics

So how should wealth managers adapt to serve this group successfully? Critically, you need to get a good understanding of their behaviors.

Millennials are drawn to authenticity and want this reflected in how they live, work and invest. Long-established wealth managers steeped in the traditions of stability and continuity may need to rethink their own culture and recruitment policies to connect and engage this coming generation, using a more empathetic client communication approach.

They are socially and environmentally aware, not only concerned with the state of the world, but vocal about the need for change. Which means they don’t consider profit as the sole success factor of an investment. Millennials seek out organizations and investments that prove their value with acts of social responsibility. They also seek out organizations that listen to their need for  https://www.investcloud.com/MemberShip/Apps/BlueDemo_Holder_App.aspx?IX_mId=6 client portal https://www.investcloud.com/Membership/Apps/EmeraldDemo_Holder_App.aspx advisor portal https://www.investcloud.com/Membership/Apps/NavyDemo_Holder_App.aspx client communication https://www.investcloud.com/Membership/Apps/PurpleDemo_Holder_App.aspx client reporting https://www.investcloud.com/Membership/Apps/WhiteDemo_Holder_App.aspx digital platform and financial mobility tools

Nor has the impact of the global financial crisis been forgotten. This generation was greatly affected and as a result is more cautious and conservative than baby boomers. Their caution highlights the importance of client communication and financial mobility, as well as an advisor portal that provides top tier insight.

This was also the first generation to grow up in a digital platform world, acknowledging technological innovation as a constant. They adopt early. They try out new services. They value utility. They resent friction.  And they expect a client portal, client communication, client reporting, financial mobility, digital platform, and advisor portal.

Their financial habits are like everything for them, always online first – it is their default setting.

For millennials, technology is the key differentiator that wealth managers must be aware of. Deloitte found that 57 percent would change banks for a better technology platform solution. There is no reason to think wealth managers are not under the same scrutiny to offer client portal and client reporting advancements as well as financial mobility.

Financial advisory adaptations

Based on these different behaviors, it is fair to assume millennials are not being satisfied. But the opportunity to do so clearly exists, and for wealth managers who react it will be greatly rewarding. To combat distrust, financial advisors need to focus on pricing transparency and become more communicative and open, ideally with new choices of alternative investments, markets and products. New products such as client portal, client communication, client reporting, advisor portal, digital platform, and financial mobility.

Most importantly, wealth managers need to better engage millennials digitally. The InvestCloud Digital Experience involves clients, provides an intuitive experience and is highly personalized, supporting many varied personas in order to work for each individual. Opportunities abound for wealth managers to advance the millennial client experience – not to mention to make advisor portal and other internal tools better for the management of this crucial client demographic. Now is the time to act.

To find out more about how we can help you digitally engage millennials, request a demo through our website at www.investcloud.com/Demo or call us at +1 (888) 800-0188.

#clientportal #advisorportal #clientcommunication #clientreporting #digitalplatform #financialmobility

www.investcloud.com

[investmentdigitalplatform-blog]

Wealth and millennials: how they think, spend and save, the need for a client portal.

The millennial generation – those born between the early 1980s and mid 1990s – are now either just joining the workforce, or well into their careers. As millennials gather the responsibilities of adulthood, financial and wealth management products come with the territory – this is the essence of financial mobility. Not surprisingly the wealth industry is paying close attention to this coming generation.  Millennials are looking for a financial institution that will provide a first class client portal, client communication, client reporting, advisor portal, financial mobility, and digital platform

Possibly the most studied segment in history, millennials have been variously labelled as narcissistic, entitled, tech-savvy and ethically conscious. Their relationship with financial institutions is well documented. The financial crisis and subsequent scandals created a general feeling of distrust toward the industry, but millennials have started to emerge as the largest client opportunity in the coming years. In order to capitalize on the opportunity, wealth and asset managers must adapt to successfully serve this complicated and fiscally important generation. This generation specifically wants to the following tools: client portal, client communication, client reporting, financial mobility, advisor portal, and digital platform.

The growing millennial impact

Last year 40 percent of the global adult population were under 35 years old. Today they account for US $1.3 trillion in direct consumer spending in the US. This figure will balloon over the next decade as the millennial generation is projected to account for 75 percent of the workforce by 2025  (source: Bank of America Merrill Lynch).  

Three trends will dictate how this population will acquire and use their wealth.

First, as the current 18-34-year-old cohort enter prime earning years, their liquid assets will increase substantially.

Second, these younger generations are seen to be more entrepreneurial than their parents, which should accelerate the increase of their available assets: Deloitte found that 54 percent of millennials have started, or plan to start, their own business – 27 percent are already self-employed.

And thirdly, millennials should benefit from a transfer of wealth from their parents, the baby-boomers, driving a future wave of inheritance that wealth managers need to prepare for.

Behavioral characteristics

So how should wealth managers adapt to serve this group successfully? Critically, you need to get a good understanding of their behaviors.

Millennials are drawn to authenticity and want this reflected in how they live, work and invest. Long-established wealth managers steeped in the traditions of stability and continuity may need to rethink their own culture and recruitment policies to connect and engage this coming generation, using a more empathetic client communication approach.

They are socially and environmentally aware, not only concerned with the state of the world, but vocal about the need for change. Which means they don’t consider profit as the sole success factor of an investment. Millennials seek out organizations and investments that prove their value with acts of social responsibility. They also seek out organizations that listen to their need for  https://www.investcloud.com/MemberShip/Apps/BlueDemo_Holder_App.aspx?IX_mId=6 client portal https://www.investcloud.com/Membership/Apps/EmeraldDemo_Holder_App.aspx advisor portal https://www.investcloud.com/Membership/Apps/NavyDemo_Holder_App.aspx client communication https://www.investcloud.com/Membership/Apps/PurpleDemo_Holder_App.aspx client reporting https://www.investcloud.com/Membership/Apps/WhiteDemo_Holder_App.aspx digital platform and financial mobility tools

Nor has the impact of the global financial crisis been forgotten. This generation was greatly affected and as a result is more cautious and conservative than baby boomers. Their caution highlights the importance of client communication and financial mobility, as well as an advisor portal that provides top tier insight.

This was also the first generation to grow up in a digital platform world, acknowledging technological innovation as a constant. They adopt early. They try out new services. They value utility. They resent friction.  And they expect a client portal, client communication, client reporting, financial mobility, digital platform, and advisor portal.

Their financial habits are like everything for them, always online first – it is their default setting.

For millennials, technology is the key differentiator that wealth managers must be aware of. Deloitte found that 57 percent would change banks for a better technology platform solution. There is no reason to think wealth managers are not under the same scrutiny to offer client portal and client reporting advancements as well as financial mobility.

Financial advisory adaptations

Based on these different behaviors, it is fair to assume millennials are not being satisfied. But the opportunity to do so clearly exists, and for wealth managers who react it will be greatly rewarding. To combat distrust, financial advisors need to focus on pricing transparency and become more communicative and open, ideally with new choices of alternative investments, markets and products. New products such as client portal, client communication, client reporting, advisor portal, digital platform, and financial mobility.

Most importantly, wealth managers need to better engage millennials digitally. The InvestCloud Digital Experience involves clients, provides an intuitive experience and is highly personalized, supporting many varied personas in order to work for each individual. Opportunities abound for wealth managers to advance the millennial client experience – not to mention to make advisor portal and other internal tools better for the management of this crucial client demographic. Now is the time to act.

To find out more about how we can help you digitally engage millennials, request a demo through our website at www.investcloud.com/Demo or call us at +1 (888) 800-0188.

#clientportal #advisorportal #clientcommunication #clientreporting #digitalplatform #financialmobility

www.investcloud.com

[hedgefundlearner-blog]

Wealth and millennials: how they think, spend and save, the need for a client portal.

The millennial generation – those born between the early 1980s and mid 1990s – are now either just joining the workforce, or well into their careers. As millennials gather the responsibilities of adulthood, financial and wealth management products come with the territory – this is the essence of financial mobility. Not surprisingly the wealth industry is paying close attention to this coming generation.  Millennials are looking for a financial institution that will provide a first class client portal, client communication, client reporting, advisor portal, financial mobility, and digital platform

Possibly the most studied segment in history, millennials have been variously labelled as narcissistic, entitled, tech-savvy and ethically conscious. Their relationship with financial institutions is well documented. The financial crisis and subsequent scandals created a general feeling of distrust toward the industry, but millennials have started to emerge as the largest client opportunity in the coming years. In order to capitalize on the opportunity, wealth and asset managers must adapt to successfully serve this complicated and fiscally important generation. This generation specifically wants to the following tools: client portal, client communication, client reporting, financial mobility, advisor portal, and digital platform.

The growing millennial impact

Last year 40 percent of the global adult population were under 35 years old. Today they account for US $1.3 trillion in direct consumer spending in the US. This figure will balloon over the next decade as the millennial generation is projected to account for 75 percent of the workforce by 2025  (source: Bank of America Merrill Lynch).  

Three trends will dictate how this population will acquire and use their wealth.

First, as the current 18-34-year-old cohort enter prime earning years, their liquid assets will increase substantially.

Second, these younger generations are seen to be more entrepreneurial than their parents, which should accelerate the increase of their available assets: Deloitte found that 54 percent of millennials have started, or plan to start, their own business – 27 percent are already self-employed.

And thirdly, millennials should benefit from a transfer of wealth from their parents, the baby-boomers, driving a future wave of inheritance that wealth managers need to prepare for.

Behavioral characteristics

So how should wealth managers adapt to serve this group successfully? Critically, you need to get a good understanding of their behaviors.

Millennials are drawn to authenticity and want this reflected in how they live, work and invest. Long-established wealth managers steeped in the traditions of stability and continuity may need to rethink their own culture and recruitment policies to connect and engage this coming generation, using a more empathetic client communication approach.

They are socially and environmentally aware, not only concerned with the state of the world, but vocal about the need for change. Which means they don’t consider profit as the sole success factor of an investment. Millennials seek out organizations and investments that prove their value with acts of social responsibility. They also seek out organizations that listen to their need for  https://www.investcloud.com/MemberShip/Apps/BlueDemo_Holder_App.aspx?IX_mId=6 client portal https://www.investcloud.com/Membership/Apps/EmeraldDemo_Holder_App.aspx advisor portal https://www.investcloud.com/Membership/Apps/NavyDemo_Holder_App.aspx client communication https://www.investcloud.com/Membership/Apps/PurpleDemo_Holder_App.aspx client reporting https://www.investcloud.com/Membership/Apps/WhiteDemo_Holder_App.aspx digital platform and financial mobility tools

Nor has the impact of the global financial crisis been forgotten. This generation was greatly affected and as a result is more cautious and conservative than baby boomers. Their caution highlights the importance of client communication and financial mobility, as well as an advisor portal that provides top tier insight.

This was also the first generation to grow up in a digital platform world, acknowledging technological innovation as a constant. They adopt early. They try out new services. They value utility. They resent friction.  And they expect a client portal, client communication, client reporting, financial mobility, digital platform, and advisor portal.

Their financial habits are like everything for them, always online first – it is their default setting.

For millennials, technology is the key differentiator that wealth managers must be aware of. Deloitte found that 57 percent would change banks for a better technology platform solution. There is no reason to think wealth managers are not under the same scrutiny to offer client portal and client reporting advancements as well as financial mobility.

Financial advisory adaptations

Based on these different behaviors, it is fair to assume millennials are not being satisfied. But the opportunity to do so clearly exists, and for wealth managers who react it will be greatly rewarding. To combat distrust, financial advisors need to focus on pricing transparency and become more communicative and open, ideally with new choices of alternative investments, markets and products. New products such as client portal, client communication, client reporting, advisor portal, digital platform, and financial mobility.

Most importantly, wealth managers need to better engage millennials digitally. The InvestCloud Digital Experience involves clients, provides an intuitive experience and is highly personalized, supporting many varied personas in order to work for each individual. Opportunities abound for wealth managers to advance the millennial client experience – not to mention to make advisor portal and other internal tools better for the management of this crucial client demographic. Now is the time to act.

To find out more about how we can help you digitally engage millennials, request a demo through our website at www.investcloud.com/Demo or call us at +1 (888) 800-0188.

#clientportal #advisorportal #clientcommunication #clientreporting #digitalplatform #financialmobility

www.investcloud.com

[investmentportals-blog]

InvestCloud wins double at the WealthBriefing awards Global FinTech firm impresses judges with digital client portal and client reporting capabilities London – May 12, 2017 – InvestCloud Inc., a global FinTech firm, has won two awards at the prestigious WealthBriefing European Awards 2017 in London. The firm was awarded for best client communications (client portal) and came highly recommended for the client reporting features on its digital platform. Mark Trousdale, EVP and chief marketing officer at InvestCloud, said: “InvestCloud is building up a sizable trophy rack – a true testament to the uniqueness, quality and value of our digital platform. InvestCloud is dedicated to bringing innovation to wealth management functions including client portal, advisor portals, client communication and client reporting. We are also dedicated to making our clients successful in the age of fee compression.  With digital automation firms can increase their client to advisor ratio and in turn increase their productivity.  Digital automation also improves quality and creates systematic executions and processes saving firms time and money.  Our unique digital client communication and client reporting solutions are just two of the many cloud-based and flexible capabilities we deliver to help firms battle fees and fiduciary obligations.” InvestCloud’s latest win builds on a run of award success for the firm, including two award wins at the Family Wealth Report awards for its CRM and digital client communications including client portal, advisor portal, and client reporting. The FinTech firm was also highly commended as online technology provider of the year at the FSTech awards and was named as a finalist for Best Alternative Investment Digital Platform at the Benzinga awards. Its co-founder and CEO, John Wise, is also shortlisted for FinTech person of the year at the FTF Awards. The WealthBriefing European Awards showcase best of breed providers of advisor portals, client portal, client reporting, and client communication tools in the global private banking, wealth management and trusted advisor communities. The awards recognise companies, teams and individuals which the prestigious panel of judges deem to have demonstrated innovation and excellence during 2016. Stephen Harris, CEO of ClearView Financial Media, the publisher of WealthBriefing, said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.” ENDS About InvestCloud Inc. Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Some of these apps include client portals, advisor portals, client communication tools, and client reporting tools. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs. Today the InvestCloud digital platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks. For more information, visit www.investcloud.com.   #clientportal #advisorportal #digitalplatform #clientcommunication #clientreporting #financialmobility

www.investcloud.com

[hedgefunds10-blog]

InvestCloud wins double at the WealthBriefing awards Global FinTech firm impresses judges with digital client portal and client reporting capabilities London – May 12, 2017 – InvestCloud Inc., a global FinTech firm, has won two awards at the prestigious WealthBriefing European Awards 2017 in London. The firm was awarded for best client communications (client portal) and came highly recommended for the client reporting features on its digital platform. Mark Trousdale, EVP and chief marketing officer at InvestCloud, said: “InvestCloud is building up a sizable trophy rack – a true testament to the uniqueness, quality and value of our digital platform. InvestCloud is dedicated to bringing innovation to wealth management functions including client portal, advisor portals, client communication and client reporting. We are also dedicated to making our clients successful in the age of fee compression.  With digital automation firms can increase their client to advisor ratio and in turn increase their productivity.  Digital automation also improves quality and creates systematic executions and processes saving firms time and money.  Our unique digital client communication and client reporting solutions are just two of the many cloud-based and flexible capabilities we deliver to help firms battle fees and fiduciary obligations.” InvestCloud’s latest win builds on a run of award success for the firm, including two award wins at the Family Wealth Report awards for its CRM and digital client communications including client portal, advisor portal, and client reporting. The FinTech firm was also highly commended as online technology provider of the year at the FSTech awards and was named as a finalist for Best Alternative Investment Digital Platform at the Benzinga awards. Its co-founder and CEO, John Wise, is also shortlisted for FinTech person of the year at the FTF Awards. The WealthBriefing European Awards showcase best of breed providers of advisor portals, client portal, client reporting, and client communication tools in the global private banking, wealth management and trusted advisor communities. The awards recognise companies, teams and individuals which the prestigious panel of judges deem to have demonstrated innovation and excellence during 2016. Stephen Harris, CEO of ClearView Financial Media, the publisher of WealthBriefing, said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.” ENDS About InvestCloud Inc. Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Some of these apps include client portals, advisor portals, client communication tools, and client reporting tools. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs. Today the InvestCloud digital platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks. For more information, visit www.investcloud.com.   #clientportal #advisorportal #digitalplatform #clientcommunication #clientreporting #financialmobility

www.investcloud.com

[investcloudinc-blog]

Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform

Los Angeles – July 11, 2017 – Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform. Apex’s offering will allow FinTech startups and financial institutions alike to quickly take to market differentiated and personalized digital advisory services, using a fully featured, hyper-modular technology platform, with integrated, API-enabled custody and clearing services.

Apex already serves many leading retail-focused FinTech firms – including Betterment and Robinhood. But Apex is developing the new platform with InvestCloud to meet an underserved market need: solutions for new and established businesses that want premier custody services as well as sustainably customizable technology. This combination of Apex’s sophisticated, scalable API technology with InvestCloud’s breadth of intuitive apps and solutions will deliver even more ways for advisors to grow their business.

“At Apex, we are committed to developing solutions that empower innovation and drive growth within our clients’ businesses,” said Apex’s CEO Bill Capuzzi. “A big part of that is helping businesses distinguish themselves in the new era of digital investing – and not simply be seen as taking a ‘me too’ approach. Our new partnership with InvestCloud has allowed us to develop a highly customizable platform that does exactly that. It’s a seamless partnership between our two firms.”

John Wise, co-founder and CEO of InvestCloud, said: “Apex is the preeminent custodian and clearing firm in the digital wealth space, and we’re excited to enhance their digital offerings. Unlike most custodians’ platforms, this offering will be flexible and customizable as clients’ needs grow. And while the focus of this offering is digital advice, we’re pre-integrating our full library of over 200 financial apps to enable seamless future growth as the business scales.”

Apex will begin onboarding new clients to the platform starting later this year. InvestCloud’s flexible digital app platform supports a range of clients from independent RIAs to some of the world’s largest banks. Configuration of the apps, pre-integrated to Apex’s custody and clearing offering, enables all types of institutions to create a differentiated solution for a variety of client types.

ENDS

About InvestCloud Inc.

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.

Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.

For more information, visit www.investcloud.com.

About Apex Clearing

Apex Clearing Corporation is a leading provider of digital wealth solutions that is powering the innovation behind 21st century investing. An independent, full-service clearing firm and prime brokerage, Apex partners with financial services firms ranging from disruptive fintechs to Fortune 500 enterprise advisors to succeed in the digital age. Apex’s fully-integrated, customized solutions allow registered investment advisors (RIAs), digital advisors, fintech firms, broker dealers and full service firms to operate more efficiently, maximize profitability, give customers more control, and reach new investors. Founded in 2012 and based in Dallas with offices in New York City, Chicago and Portland, Oregon, Apex Clearing Corporation is registered with the SEC, a member of FINRA, and a participant in SIPC. For more information, visit www.apexclearing.com.

Media contact:

Rich Went

Metia Group

Tel: +44 (0) 20 3100 3580

Email: Rich.Went@Metia.com

[berkeleyjobsite]

Part Time Retail Project Merchandiser DSD

SummaryPart Time Retail Project MerchandiserWe are hiring a Part Time Retail Project Merchandiser to help increase sales of premium consumer products at our client’s retail locations within in assigned territory. The foundation of retail is built with strong displays for consumers to easily spot the brand names and quality products they love. A successful merchandiser builds, and crafts merchandising displays and maintains strong relationships with in-store management. The ideal candidate is flexible and adaptable with the ability to complete multiple duties with accuracy.Bring your skills to the company, the largest sales and marketing agency in North America, APPLY TODAY.Things to Consider:* You will work in an assigned territory, travel and driving are essential to this position* Great training and ongoing career developmentResponsibilities:* Execute on objectives by maintaining full distribution on existing SKUs* Ensure signage is in place for new items at all assigned stores* Maintain schematic standards and integrity* Hang shelf signs, place coupons and assemble cardboard displays* Cleaning of existing sections and fixturesQualifications:* High School Diploma or GED or equivalent experience required* Strong research and analytical skills* Excellent written and verbal communication skills* Basic computer skills and daily Internet access* Ability to work independently and prioritize duties with minimal supervision* Ability to lift and/or push up to 40 pounds, stand, stoop and bend for long periods of time, potential use of cleaning chemicals and work in environments susceptible to temperature changes i.e. refrigerated and freezer sections.ResponsibilitiesThe Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.Position SummaryThe Retail Project Merchandiser is responsible for calling in for project work for merchandising products at retail accounts within an assigned territory.Essential Job Duties and ResponsibilitiesNew Items* Will work on the achievement of business objectives through placement of new items at all assigned storesDistribution Audits* Will work to meet Client and Company objectives by maintaining full distribution on existing SKUs and ensuring signage are in placeReset Activity and Schematics Completion* Must be able to maintain schematic standards by ensuring all authorized items are in distribution and set to shelf standards* Must be able to maintain schematic integrity through consistent communication with Retail Supervisor and other retail personnelPOS Placement* Hang shelf signs, place coupons on product, etc. as directed by clientCustomer Relations* Must have the ability to communicate effectively both internally to management and externally with Customers who will verify work is completed correctlyDisplay Building* Assemble cardboard displays for promotion of an item as directed by clientReporting Administration* Will report daily into the company’s web application each day’s activities and the work performedSupervisory ResponsibilitiesDirect ReportsThis position does not have supervisory responsibilities for direct reportsIndirect ReportsThis position does not have guidance or mentoring responsibilities for indirect reportsTravel and/or Driving Requirements* Travel is not an essential duty and function of this job. Driving is an essential duty or function of this job.Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the jobEducation Level: (Required): High School Diploma or GED or equivalent experience(Preferred): Bachelor’s Degree or equivalent experienceField of Study/Area of Experience: Merchandising* Previous merchandising experience a plusSkills, Knowledge and Abilities* Analytical and research Skills* Strong written communication and verbal communication skills* Ability to make oral presentations* Flexible and adaptable, able to change and alter according to changes in projects or business environment* Strong prioritization skills* Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines* Ability to work independently and prioritize duties with minimal supervision, in order to meet deadlines* Ability to understand and follow specific instructions and procedures* Basic computer skills including familiarity with Word, Excel, and Internet usageEnvironmental & Physical RequirementsField / Reps RequirementsIncumbent must be able to perform the essential functions of the job. Work is performed in a retail in-store environment. Typically requires the ability to spend 66%+ hours each work day doing the following activities: engage in considerable physical activity, ability to lift and/or push up to 74 pounds, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). Also required to travel and drive. The use of proper safety practices when handling the products and/or cooking is essential.Additional Information Regarding The Company Job Duties and Job DescriptionsJob duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).Important InformationThe above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

from Berkeley Job Site https://ift.tt/2EyZCah via IFTTT

[investcloudinc-blog]

InvestCloud to launch London FinTech incubator

Los Angeles and London – June 28, 2017 – InvestCloud Inc., a global FinTech firm, is set to

launch a financial technology incubator and accelerator at its European headquarters in

Soho, London. InvestCloud Innovation Center London will offer both new startups and

established financial firms the ability to quickly deliver digital wealth management solutions

supported by the InvestCloud digital platform.

Deputy Mayor of London for Business, Rajesh Agrawal, has praised the move by InvestCloud

to establish its latest financial technology incubator in London. The Mayor’s business chief

spoke at Innovate to the future – a view from London, an event jointly hosted by the British-

American Business Council Los Angeles and InvestCloud on Friday, June 23 in InvestCloud’s

Los Angeles Innovation Center. At the event, Agrawal highlighted the global FinTech firm’s

commitment to innovation and financial mobility.

Rajesh Agrawal, Deputy Mayor for Business, said: “InvestCloud’s decision to launch a

FinTech incubator and accelerator in the heart of our great city is further evidence that

London is open for business and innovation. As a FinTech entrepreneur, I know from

experience London is the ideal location to grow a start-up, with an unrivalled talent pool

and a time zone which overlaps with other financial centres, among many other advantages.

That is the message I took on my trade mission to the West Coast of the US last week and

I’m delighted that companies like InvestCloud continue to invest in London and recognise

our city as a global business powerhouse.”

InvestCloud was established by British entrepreneur John Wise in a Los Angeles garage in

2010. Wise had previously founded successful businesses including Synergo Technology and

Netik in both the UK and the US. In the space of seven years, InvestCloud has won 670

clients across the globe, and now supports $1.7 trillion of assets on its digital platform for

wealth mangers and financial institutions. The company specializes in digital modular apps

including client portals, advisor portals, client communication, and client reporting.

John Wise, co-founder and CEO of InvestCloud, said: “InvestCloud is a global business, and

we have a commitment to creatively drive innovation and encourage financial mobility

worldwide. This commitment is the reason behind our rapid success not just in the US, but

also in London, across Europe and increasingly in broader EMEA and APAC. The London

Innovation Center is a perfect example of this. By sharing our technology and expertise with

financial institutions and startups in the UK, and London specifically, we can help them

deliver the digital platforms their clients want.

“It’s no secret that the financial services industry is behind the curve when it comes to

digital. Many projects cost millions only to be scrapped, and the failure rates for startups are

incredibly high. InvestCloud’s Innovation Centers ensure success for these projects –

allowing teams to innovate and ideate quickly, drawing on the experience of the Innovation

Center team and the wealth of capability within the InvestCloud digital modular app

library.”

The London InvestCloud Innovation Center will follow the blueprint of the firm’s first

technology accelerator at its Los Angeles headquarters. The Los Angeles space enables

teams from banks, wealth managers and early-stage FinTech startups to undertake

‘residences’ to accelerate the development of new digital solutions and digital platforms. To

demonstrate progress, participating businesses will ‘show and tell’ their work on a weekly

basis, ensuring success in a defined timeframe.

Innovation Center members have access to their own InvestCloud Sandbox. This includes

access to the 200+ InvestCloud digital modular Apps (including client portals, advisor

portals, client communication, and client reporting), over 2,000 APIs, integrated market

data, news, financial and accounting data, a document repository and InvestCloud’s unique

method of development. The Sandbox also provides members with InvestCloud mentors

offering guidance on funding, design, build, sales and marketing, distribution and

production support. Firms working at the Innovation Center can create sub-teams from their

own organization, or use InvestCloud’s staff and external partners. Those using the

Innovation Center will be able to use InvestCloud’s Programs Writing Programs (PWP) to

self-generate lines of code and its Digital Warehouse technology to provide real-time insight

and information.

Will Bailey, Head of Europe and Innovation, said: “Our dedication to innovation is the reason

behind our rapid expansion in Europe, picking up landmark clients from wealth managers

such as MASECO, to robo-advisors including Nutmeg. By sharing our expertise, the London

InvestCloud Innovation Center means financial institutions can fulfill the needs of their

clients. It gives startups the best chance to rapidly take creative ideas and launch them to

market. It ensures success.”

InvestCloud is now accepting applications for firms to enter the 9,302-square- foot

Innovation Center for its Summer 2017 opening.

About InvestCloud Inc.

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class,

financial digital solutions, pre-integrated into the cloud. By empowering investors and

managers with a single version of the integrated truth through its unique digital platform,

InvestCloud creates beautifully designed client experiences and intuitive operations

solutions using an ever-expanding library of digital modular apps. Some of these apps

include client portals, advisor portals, client communication, and client reporting. The

result? Powerful products for individual investors and institutions alike, assembled on-

demand to meet clients’ specific needs.

Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse

clients – from wealth managers, institutional investors & institutional asset managers to

family offices, asset services companies, financial platforms & banks.

For more information, visit www.investcloud.com.

[investcloudinc-blog]

Wealth and millennials: how they think, spend and save, the need for a client portal.

The millennial generation – those born between the early 1980s and mid 1990s – are now either just joining the workforce, or well into their careers. As millennials gather the responsibilities of adulthood, financial and wealth management products come with the territory – this is the essence of financial mobility. Not surprisingly the wealth industry is paying close attention to this coming generation.  Millennials are looking for a financial institution that will provide a first class client portal, client communication, client reporting, advisor portal, financial mobility, and digital platform

Possibly the most studied segment in history, millennials have been variously labelled as narcissistic, entitled, tech-savvy and ethically conscious. Their relationship with financial institutions is well documented. The financial crisis and subsequent scandals created a general feeling of distrust toward the industry, but millennials have started to emerge as the largest client opportunity in the coming years. In order to capitalize on the opportunity, wealth and asset managers must adapt to successfully serve this complicated and fiscally important generation. This generation specifically wants to the following tools: client portal, client communication, client reporting, financial mobility, advisor portal, and digital platform.


The growing millennial impact

Last year 40 percent of the global adult population were under 35 years old. Today they account for US $1.3 trillion in direct consumer spending in the US. This figure will balloon over the next decade as the millennial generation is projected to account for 75 percent of the workforce by 2025  (source: Bank of America Merrill Lynch).  


Three trends will dictate how this population will acquire and use their wealth. 


First, as the current 18-34-year-old cohort enter prime earning years, their liquid assets will increase substantially.

Second, these younger generations are seen to be more entrepreneurial than their parents, which should accelerate the increase of their available assets: Deloitte found that 54 percent of millennials have started, or plan to start, their own business – 27 percent are already self-employed.

And thirdly, millennials should benefit from a transfer of wealth from their parents, the baby-boomers, driving a future wave of inheritance that wealth managers need to prepare for.

Behavioral characteristics

So how should wealth managers adapt to serve this group successfully? Critically, you need to get a good understanding of their behaviors.

Millennials are drawn to authenticity and want this reflected in how they live, work and invest. Long-established wealth managers steeped in the traditions of stability and continuity may need to rethink their own culture and recruitment policies to connect and engage this coming generation, using a more empathetic client communication approach.

They are socially and environmentally aware, not only concerned with the state of the world, but vocal about the need for change. Which means they don’t consider profit as the sole success factor of an investment. Millennials seek out organizations and investments that prove their value with acts of social responsibility. They also seek out organizations that listen to their need for  https://www.investcloud.com/MemberShip/Apps/BlueDemo_Holder_App.aspx?IX_mId=6 client portal https://www.investcloud.com/Membership/Apps/EmeraldDemo_Holder_App.aspx advisor portal https://www.investcloud.com/Membership/Apps/NavyDemo_Holder_App.aspx client communication https://www.investcloud.com/Membership/Apps/PurpleDemo_Holder_App.aspx client reporting https://www.investcloud.com/Membership/Apps/WhiteDemo_Holder_App.aspx digital platform and financial mobility tools

Nor has the impact of the global financial crisis been forgotten. This generation was greatly affected and as a result is more cautious and conservative than baby boomers. Their caution highlights the importance of client communication and financial mobility, as well as an advisor portal that provides top tier insight.

This was also the first generation to grow up in a digital platform world, acknowledging technological innovation as a constant. They adopt early. They try out new services. They value utility. They resent friction.  And they expect a client portal, client communication, client reporting, financial mobility, digital platform, and advisor portal.

Their financial habits are like everything for them, always online first – it is their default setting.

For millennials, technology is the key differentiator that wealth managers must be aware of. Deloitte found that 57 percent would change banks for a better technology platform solution. There is no reason to think wealth managers are not under the same scrutiny to offer client portal and client reporting advancements as well as financial mobility.

Financial advisory adaptations

Based on these different behaviors, it is fair to assume millennials are not being satisfied. But the opportunity to do so clearly exists, and for wealth managers who react it will be greatly rewarding. To combat distrust, financial advisors need to focus on pricing transparency and become more communicative and open, ideally with new choices of alternative investments, markets and products. New products such as client portal, client communication, client reporting, advisor portal, digital platform, and financial mobility.

Most importantly, wealth managers need to better engage millennials digitally. The InvestCloud Digital Experience involves clients, provides an intuitive experience and is highly personalized, supporting many varied personas in order to work for each individual. Opportunities abound for wealth managers to advance the millennial client experience – not to mention to make advisor portal and other internal tools better for the management of this crucial client demographic. Now is the time to act.

To find out more about how we can help you digitally engage millennials, request a demo through our website at www.investcloud.com/Demo or call us at +1 (888) 800-0188.

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