- US Bank (Atlanta, GA)
- …Investment Services businesses. This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the ... service cyclical risk-based audit plan including asset management , institutional investment services, personal trust services businesses. The Senior Audit… more
- US Bank (Atlanta, GA)
- …Integrated Card Application (ICS), Bloomberg, Phase 3, DAS-H reporting, Charles River Investment Management Solution (CRIMS), SWP, Hogan, FSV Prepaid Core App, ... as well as assurance that the risks are being well managed. The Payments, Wealth , and Investment Products team has audit responsibilities for asset management… more
- Fifth Third Bank, NA (Atlanta, GA)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-ML1 Senior Wealth Strategist/ Planner LOCATION -- Charlotte, North Carolina 28202 ... Discover a career in banking at Fifth Third Bank. Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (>… more
- Truist (Atlanta, GA)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...* 8 or more years of sales and client management experience in Wealth Management … more
- Truist (Atlanta, GA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the Sports and Entertainment marketplace 7. Excellent ... execution of a strategic business plan while ensuring risk management objectives are met. SEG provides traditional wealth...(such as the Securities & Exchange Commission) as a senior leadership representative for Truist Wealth . 11.… more
- Truist (Atlanta, GA)
- …for risk, compliance and supervisory issues impacting Wealth Brokerage. Engage with Wealth Brokerage leadership in its management of risks and controls as ... execution of risk program requirements. Provide strategic business risk management insight, risk advice and influence to Wealth...and decision making skills in complex environments and with senior leadership 7. Strong time management and… more
- Deloitte (Atlanta, GA)
- …days per week + 8+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + One of the ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax… more
- Truist (Atlanta, GA)
- …shift (United States of America) **Please review the following job description:** The Senior Investment Strategy Analyst supports the development of the firm's ... investment outlook, asset allocation portfolios and portfolio construction that...aimed at accomplishing broad, long-term objectives such as enhancing wealth management services, increasing revenue, improving quality… more
- Truist (Atlanta, GA)
- …problem solving and decision making skills in complex environments and with senior leadership 7. Strong time management and organizational skills adaptable ... job description:** Engage with Business Unit leadership in its management of risks and controls as well as its...Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation… more
- Truist (Atlanta, GA)
- …Content Engagement Strategist is an analyst-level position within Truist Wealth 's Investment Advisory Group (IAG) that supports senior leaders and subject ... in support of client growth goals and the overall success of Truist Wealth . **Essential Duties and Responsibilities** Following is a summary of the essential… more
- Bank of America (Atlanta, GA)
- …This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- Deloitte (Atlanta, GA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... Power, Utilities & Renewables Advanced Distribution Management Systems Senior Manager What we do Operations and Technology Transformation delivers market leading… more
- Bank of America (Atlanta, GA)
- …This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving ... include overseeing the administration and business development of complex investment management and trust accounts and working...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- Deloitte (Atlanta, GA)
- …like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, ... like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate,… more
- Deloitte (Atlanta, GA)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... in a collaborative environment? As an experienced Project Delivery Senior Analyst - Epic Clin Doc/Rover/Case Management ...Delivery Senior Analyst - Epic Clin Doc/Rover/Case Management Analyst you will have the ability to share… more
- Wells Fargo (Alpharetta, GA)
- …services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously ... today. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small...knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs… more
- Morgan Stanley (Alpharetta, GA)
- …firm that conducts its business through three principal business segments. Institutional Securities, Wealth Management (WM), and Investment Management . ... clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit… more
- Riskalyze (Atlanta, GA)
- …empower the world to invest fearlessly. Nitrogen is a client engagement platform for wealth management firms. We help our customers grow their business by ... relates to investing and their own financial futures. The wealth management firms we partner with do...achieve this goal through weekly team meetings, one-on-one managerial investment in each employee, and thorough feedback processes. We… more
- Deloitte (Atlanta, GA)
- …like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, ... interest rate and liquidity risks + Experience working closely with Treasurers and Senior Management through the identification of emerging asset & liability … more
- Bank of America (Atlanta, GA)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... + Referral Management + Regulatory Compliance + Risk Management This position is posted as a Senior Relationship Manager but is flexible and can be filled as… more