- Bankers Trust (Des Moines, IA)
- Wealth Management Project & Audit Specialist Location Des Moines, IA # of openings 1 Apply Now ... Local Charity" by readers of the Business Record. Job Summary: The Wealth Management Project & Audit Specialist will play a pivotal role in ensuring the… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Audit Manager - Executive Director on the Wealth and Investment Management (WIM) Audit Team providing coverage for Banking, ... this role, you will:** + Manage a team of audit staff to resolve highly complex and unique challenges...in portfolio management , investment strategy, broker/dealer operations, wealth management , fiduciary and trust services. **Job… more
- US Bank (Milwaukee, WI)
- …managed. The Payments, Wealth , and Investment Products team has audit responsibilities for asset management , brokerage services, personal trust services, ... Audit Manager of Innovation & Analytics - Payments, Wealth and Investment Products will play an integral role...as well as demonstrate proficiency in all aspects of project management . The successful candidate will collaborate… more
- TD Bank (Mount Laurel, NJ)
- …and/or lead assigned special projects + Provides feedback on staff performance on an audit project basis + Assists in providing feedback on completion of staff ... for planning of audits + Responsible for contact with management regarding audit scope, status, and findings...audit experience in payment platforms: Consumer, Payments and Wealth . **Who We Are:** TD is one of the… more
- TD Bank (New York, NY)
- … audit knowledge and skills + Relevant certification required + Strong project management skills + Advanced knowledge in designated subject matter areas ... utilizing their subject matter expertise. + Acts as primary contact with management regarding audit scope, findings and status **Education & Experience:**… more
- Truist (Atlanta, GA)
- … project feedback, including setting clear performance expectations. 7. Assist audit management to develop and maintain relationships with assigned lines ... audit , preferably in a role similar to an Audit Project Leader. 3. Advanced knowledge, ability...applications such as Microsoft Office Software products. 11. Excellent project management and advisory skills. 12. Appropriate… more
- Citigroup (Tampa, FL)
- …technology application + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship ... The Audit Manager is an intermediate level role responsible...+ Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and… more
- Truist (Atlanta, GA)
- …experience with tools such as Microsoft Office software products. 11. Strong project management and advisory skills. **Preferred Qualifications:** 1. Advanced ... shift (United States of America) **Please review the following job description:** Truist Audit Manager is responsible for providing a leadership role in the delivery… 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 ... an important part of our culture. The Morgan Stanley Wealth Management Operational Risk group is responsible..., internal examinations and/or operational risk disciplines . Strong project management skills with the ability to… more
- M&T Bank (Los Angeles, CA)
- …and implementation of policies and procedures that align with all aspects of Wealth Management . **Primary Responsibilities:** + Oversee the servicing of the ... department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience....minimum of 5 years' experience working with clients in Wealth Management or financial services, or in… more
- Truist (Richmond, VA)
- …decision making process across all levels of the organization 10. Strong project management skills with demonstrated success **General Description of Available ... supervisory issues impacting Wealth Brokerage. Engage with Wealth Brokerage leadership in its management of...Audit experience 8. Professional designation related to risk management or field of assigned business unit(s) 9. Proven… more
- JPMorgan Chase (Columbus, OH)
- …(AUM) and total client assets at $3 trillion and $4 trillion respectively, JPMorgan Asset and Wealth Management (AWM) is one of the largest asset and wealth ... Morgan Asset Management (AM), and high-net-worth and ultra-high-net-worth clients through Wealth Management (WM), which includes the Private Bank and JP… more
- JPMorgan Chase (Irvine, CA)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships...improvements in the organization. You will support and lead project and program management work while serving… more
- Citigroup (Irving, TX)
- …Subject matter expertise regarding audit technology's applications. + Effective project management skills. + Effective influencing and relationship ... The Internal Audit Wealth team is responsible for...MIS activities may be required, including scheduled and ad-hoc management information, project management and… more
- JPMorgan Chase (Columbus, OH)
- Candidates for this position will work with the Wealth Management Risk function to develop and maintain policies, standards, guidelines, and procedures, ... summary** As a Risk Policy Vice President in the Wealth Management Policy team, you'll collaborate across...business writing skills + 5+ years experience in Wholesale Audit , Compliance, Operational, and/or Regulatory Risk Management … more
- US Bank (Earth City, MO)
- …Risk/Compliance/ Audit competencies - Strong analytical, process facilitation and project management skills - Effective presentation, interpersonal, written ... role partners with their assigned Line of Business, other Risk/Compliance/ Audit (RCA) professionals, and RCA Managers to, depending on...our Private Wealth Business comprised of Affluent Wealth Management , Private Wealth … more
- US Bank (Minneapolis, MN)
- … audit professionals within our Technology and Operations Services Team as a Senior Audit Project Manager. This role will align to the Technology Services ... Information Office collaborates with business partners (Consumer and Business Banking, Wealth Management and Investment Services, Corporate and Commercial… more
- Citigroup (Irving, TX)
- …Subject matter expertise regarding audit technology's application + Effective project management skills + Effective influencing and relationship ... to provide timely audit assurance and influence audit scope + Develop effective line management ...influence audit scope + Develop effective line management relationships to ensure strong understanding of the business… more
- Truist (Atlanta, GA)
- …decision making process across all levels of the organization 10. Strong project management skills with demonstrated success **General Description of Available ... job description:** Engage with Business Unit leadership in its management of risks and controls as well as its...Audit experience 8. Professional designation related to risk management or field of assigned business unit(s) 9. Proven… more
- M&T Bank (Buffalo, NY)
- …complexity departmental reports and spreadsheets to include but not limited to project or product strategy analysis, historical reporting, work flow analysis, and ... + Identify trends, ermerging issues and engage relevant stakeholders to develop project plans, organize virtual and physical events, synthesize multiple points of… more