- WSFS Bank (Wilmington, DE)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a ... provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or… more
- WSFS Bank (Wilmington, DE)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a ... provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or… more
- Hired by Matrix (New York, NY)
- …Reviews apply to all business units and functional areas (Institutional Securities, Wealth Management , Investment Management , Compliance, Risk Management ... an Accounting Assistant - Sr! What You'll Do: Execute quality assurance (QA) test program to ensure compliance with...and Finance) globally. Lead meetings with audit teams, including senior staff members and discuss QA observations. Draft detailed… more
- Dexian - DISYS (Chicago, IL)
- …including: Futures and Options & OTC Cleared (F&O)Prime Brokerage (PB)Global Wealth & Investment Management (GWIM)OTC Bi-lateral Derivatives (OTC)ETD Operations ... clearing and allocation of trades and position transfers to the highest quality standards.Futures and Options position life cycle management including option… more
- Fidelity TalentSource LLC (Boston, MA)
- …end-user training. Experience in financial services industry is vital. Managed Accounts/ Wealth Management expertise from a business and/or technology perspective ... for a Systems Analyst to work in Fidelity's Asset Management Technology in Boston, MA. SAI Technology is looking...in Boston, MA. SAI Technology is looking for a Senior Systems Analyst to join our Workplace Managed Accounts… more
- US Bank (Minneapolis, MN)
- …Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/ ... Audit Director, in providing the Audit Committee and senior management with independent assurance and advisory...partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker… more
- Fifth Third Bank, NA (Charlotte, NC)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-ML1 Senior Wealth Strategist/ Planner LOCATION -- Charlotte, North Carolina 28202 ... banking at Fifth Third Bank. Serves as the primary Wealth Planning expert and resource for high net worth...proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.… more
- ADP (Springfield, IL)
- ADP is hiring a ** Senior ** **Manager - Health & Wealth in West/Central Market -** **AZ, CA, and/or the IL area.** + Are you ready to join a company offering ... Lead and inspire team (including offshored and contingent associates) to deliver exceptional quality service to clients on health and wealth activities. Drive… more
- Citigroup (New York, NY)
- …and Investment Services Products Senior Audit Manager is a senior level management position within the Audit Wealth Team. The Senior Audit Manager of ... objective of this role is to execute a robust Wealth and Investment Services Product Audit Plan and direct...Internal Audit. **Responsibilities:** + Document audit procedures in a quality manner and in compliance with the IIA Standards… more
- US Bank (New York, NY)
- …Investment Services businesses. This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the Chief ... Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory...team in the completion of engagements, ensuring the highest quality work delivered timely and appropriately focusing on legal… more
- Citigroup (New York, NY)
- …leadership The Director of the Wealth Risk Reporting team is a senior management level position responsible for managing all aspects of reporting department ... monitoring of quantity and quality of risk management of private bank/ wealth management ...reporting digitization. + Design, coordinate and prepare executive materials Wealth CRO and management team's senior… more
- JPMorgan Chase (Plano, TX)
- …collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Wealth Management Servicing, you contribute ... evaluates product metrics including work to time, cost, and quality targets across the product development life cycle +...3+ years of experience or equivalent expertise in product management or a relevant domain area + Proficient knowledge… more
- Truist (Atlanta, GA)
- …Audit Committee and Executive Management . Through well-developed relationships with Senior Management and ongoing business monitoring activities, the ... dynamic audit plan for Brokerage and Trust within Truist Wealth . Senior Directors may lead other Audit...Proactively develop and maintain mutually beneficial working relationships with senior management of assigned BUs. 4. Oversee… more
- JPMorgan Chase (Denver, CO)
- …years of experience, JP Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial...need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.… more
- Citigroup (Irving, TX)
- The Internal Audit Wealth team is responsible for providing independent assurance over the key risks and processes associated with Citi's Wealth line of ... (CAATTs). Also participates in the development, support and delivery of high- quality reporting related to control testing, corrective action validation, regulatory… more
- Citigroup (Irving, TX)
- The Senior Audit Manager is a senior level position responsible for developing and executing a robust Audit Plan, in coordination with the Audit team. The ... role is to support Operation & Technology Audit Plan relating Global Wealth business. **Responsibilities:** + Deliver audit reports, Internal Audit and Regulatory… more
- Citigroup (New York, NY)
- The Senior Audit Manager is a senior level management position responsible for managing a complex and critical unit within Internal Audit, in coordination ... similar) preferred + Demonstrated successful experience in business, functional and people management + Proven ability to execute concurrently on a portfolio of high… more
- Vanguard (Malvern, PA)
- …Information + Work on a Product Ownership team alongside the Personal Advisor Wealth Management business as well as the senior architect and other senior ... The Wealth Management business line strives to...mentoring to the IT team Ideal technical background + Senior level experience with Java, JavaScript, Python + Methodologies… more
- Bank of America (Amarillo, TX)
- …development, wealth planning, investment management , or relationship management . Key responsibilities include providing quality client service, and ... Wealth Management Specialist - NR Amarillo,...position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- Zions Bancorporation (Salt Lake City, UT)
- …under local management teams and community identities in 11 states. Enterprise Wealth Management (EWM) is dynamic and evolving business line under the Zions' ... growth and innovation. In addition, regulatory oversight in the wealth management space is becoming more complex....communication skills and ability to present information to regulators, senior management . + Strong attention to detail… more
