- Fidelity TalentSource LLC (Smithfield, RI)
- …with relevant experience.Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non ... The Purpose of Your Role You will provide counsel to the private wealth management and institutional distribution arm for Fidelity s alternatives business drawing… more
- WSFS Bank (Wilmington, DE)
- …of annual risk assessments/assessments for Fraud, Identity Theft, and Fraud Technology , and where required report the results of the risk assessments ... and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named...our mission and our purposeThe Director of Enterprise Fraud Risk Management is accountable for leading managers of teams… more
- WSFS Bank (Wayne, PA)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a Top ... is more than part of our name, it's our mission and our purposeThe Technology Project Manager is responsible for leading project teams in the Technology … more
- Fidelity TalentSource LLC (Boston, MA)
- …Program Development, Investments, Service Delivery, Marketing, Finance, Tax, Technology , Compliance, Risk , and Fundraising.Certifications:Company Overview ... the Regional Vice President will partner with Fidelity s Private Wealth Management and Executive Services organizations, acting as the philanthropic subject… more
- WSFS Bank (Wilmington, DE)
- …they arise and work them to closure, escalating when appropriatePartner with technology , compliance, risk , legal, business lines, etcto ensure contractual ... and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named...documents at WSFS Bank in compliance with the Third-Party Risk Management (TPRM) ProgramThe incumbent will assist in the… more
- WSFS Bank (Newark, DE)
- …opportunities to advance, and moreWe are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be ... while applying logic and understanding of industry and vendor operationsAccurately process settlement of ATMs and balance transactions to accounts/general ledgers on… more
- WSFS Bank (Berwyn, PA)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a Top ... to include but not limited to third-party service outages, facility, and technology issuesThis position will partner with key stakeholders (HR, facilities, Physical… more
- WSFS Bank (Bryn Mawr, PA)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a Top ... industry, and emerging multi-industry themes such as digital, regulatory, and technology to successfully drive business goals and objectivesThe incumbent will be… more
- WSFS Bank (Wayne, PA)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a Top ... bankDevelop and maintain reports that capture key performance indicators and key risk metricsValidate data received in multiple formats to ensure data quality,… more
- EDWARD JONES (Springfield, MO)
- … mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, ... and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on… more
- Dexian - DISYS (Chicago, IL)
- …Ops) are responsible for the exchange of collateral to reduce counterparty credit risk and for the support of post-execution trade clearing and product lifecycle ... Futures and Options & OTC Cleared (F&O)Prime Brokerage (PB)Global Wealth & Investment Management (GWIM)OTC Bi-lateral Derivatives (OTC)ETD Operations… more
- Fidelity TalentSource LLC (Durham, NC)
- …being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Advisory space. They ... Sponsors, Agile Squads, and Peer Architects while driving Fidelity Institutional Technology s digital modernization efforts. The Solution Architect s focus is… more
- Hired by Matrix (New York, NY)
- …to ensure compliance with department policies and standards, for audit files, risk assessment process and audit closure verification processes. Reviews apply ... to all business units and functional areas (Institutional Securities, Wealth Management, Investment Management, Compliance, Risk Management, and Finance)… more
- GTT, LLC (Chicago, IL)
- …management, where Investment Management Trust, Fiduciary, Asset Management, and Wealth Strategies teams work together to deliver customized financial solutions.In ... and recommends corrective action to the project manager to mitigate risk .Key AccountabilitiesThis position will have responsibility for supporting the operations of… more
- Fidelity TalentSource LLC (Boston, MA)
- …relationships and in turn help to ensure our retail investors have access to a wealth of issuers bonds. You will serve as the primary point of contact for most ... issuer clients, manage the RFP process , and coordinate with the underwriting desk, compliance and market strategy and other internal business partners to facilitate… more
- Fidelity TalentSource LLC (Durham, NC)
- …(including the AI COE), Wealth Management and Digital Advice domain, Distribution, Technology , Legal, Risk and Compliance. The Expertise and Skills You Bring ... in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's US-based regional… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Are you looking for a collaborative team environment where you will have a wealth of opportunities to innovate and have intellectual curiosity to learn? A career in ... Expertise and Skills You Bring Bachelor s or Master s degree in a technology related field (eg, Computer Engineering, Computer Science, etc.)Proven track record as a… more
- Fidelity TalentSource LLC (Boston, MA)
- …with direct experience in the financial services industry (brokerage, wealth management, investments, etc.)The position requires significant consulting experience in ... and / or broader enterprise goals / initiativesAbility to assess risk and operationalize findings turning research into actions.Team-orientation and collaborative… more
- Citigroup (New York, NY)
- …and Regulatory requirements, and driving Strong Risk Management - for USPB Risk , Wealth Risk and Legacy Franchises/Banking & International Retail ... Risk Management. The Wealth Risk Reporting Director role and function...Wholesale Credit Risk (WCR), and Retail Credit Risk Management (RCR) and related Technology partners… more
- US Bank (New York, NY)
- …activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit ... Director for Wealth Management and Investment Services, the Senior Audit Director...services designed to evaluate and improve the effectiveness of risk management, control, and governance processes of US Bancorp… more
