- M&T Bank (Baltimore, MD)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... ensure client goals and objectives are achieved. + Adhere to applicable compliance/ operational risk controls in accordance with Company or regulatory standards… more
- Morgan Stanley (Baltimore, MD)
- *Firm Risk Management * Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm ... on the Position* This role will reside within Firm Risk Management 's Model Risk ...model inputs, model performance, model limitations, on-going monitoring of Wealth Management Decision Support models, and ad-hoc… more
- Morgan Stanley (Baltimore, MD)
- Division: US Banks Non-Financial Risk Operational Risk Department (ORD) Locations: Baltimore, MD | Alpharetta, GA Morgan Stanley is a leading global ... providing a wide range of investment banking, securities, investment management and wealth management services....The role will reside within the US Banks Non-Financial Risk 's Operational Risk Department (ORD)… more
- JPMorgan Chase (Newark, DE)
- …the activities of the firm's four main lines of business (LOBs): Asset & Wealth Management , Commercial Banking, Corporate & Investment Bank, and Consumer & ... Community Banking. **Job Responsibilities:** + Carry out operational delivery of risk reports on a...Python, Tableau and Alteryx + Any prior background into Risk Reporting + Project management / Product… more
- M&T Bank (Annapolis, MD)
- … operational , product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and ... operational , product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and… more
- JPMorgan Chase (Newark, DE)
- …fiduciary obligations, managing operational risk on behalf of the Wealth Management Solutions business and ongoing regulatory engagement. You will be ... As a Control Manager - Vice President in the Wealth Management Solutions Control Management ...Trusts and Estates Business to identify and effectively manage risk in the current environment as well as in… more
- Morgan Stanley (Baltimore, MD)
- Model Risk Management - VP, Enterprise Fraud, Financial Crimes and Surveillance Model Validation and Validation Execution Morgan Stanley Morgan Stanley is a ... providing a wide range of investment banking, securities, investment management and wealth management services....place for people to learn, achieve and grow. Firm Risk Management Firm Risk … more
- Morgan Stanley (Lutherville, MD)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Service Manager* **Location:** ... the future of service by modernizing our client experience by focusing on operational efficiency and oversight. The Service Manager (SM) will report directly to the… more
- Bank of America (Towson, MD)
- …strong communication skills + Thorough knowledge and understanding of the suite of Wealth Management products and services + Strong analytical and portfolio ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- Truist (Lancaster, PA)
- …region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients ... to serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management ,...and other capital markets solutions. 7. Execute on all risk , operational , policy and quality expectations related… more
- Kiewit (Aberdeen, MD)
- …Build discipline-specific strategies and objectives for talent management , technology, quality management and risk management . + Work to fully comprehend ... passion for improvement. **District Overview** Kiewit Infrastructure Engineering's Design Build Management team are driving clients to turn to Kiewit during all… more
- Truist (Hunt Valley, MD)
- …support processes and activities. Develop plans and processes in conjunction with Wealth Brokerage sales leaders to ensure the service provided by Client Service ... the needs of the Financial Advisor. Be aware of operational and regulatory impacts to the Financial Advisor to...continuing education requirements, and access reviews. 10. Work with risk and fraud departments on behalf of brokerage clients… more
- Bank of America (Baltimore, MD)
- …Bank of America, including Investment Banking, Global Payments, Rates & FX, and Wealth Management + Facilitates client relationships with product specialists in ... to learn the fundamentals of credit, treasury, and other operational services offered by the bank. **Responsibilities:** + Acts...+ Client Experience Branding + Financial Analysis + Referral Management + Risk Management +… more
- Morgan Stanley (Baltimore, MD)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... forums >Collaborate across functional areas to respond to data-related Operational Risk Incidents and to promote data...to ensure that trade surveillance models conform to Model Risk Management 's data governance standards >Partner with… more
- Xerox (Annapolis, MD)
- …will be expected to perform the role in adherence to the Channel Management Operational Excellence Standards. **Qualifications:** : + BA/BS or significant sales ... business model and drivers, and a strong financial understanding, along with a wealth of business, market and competitive knowledge, they are able to drive this… more