- 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
- Fifth Third Bank, NA (Cincinnati, OH)
- …position will be posted through 5/20. #LI-BP1 Audit Project Manager - Wealth and Asset Management Total Base Pay Range 69,500.00 - 132,300.00 USD Annual ... our Internal Audit team to support our Wealth and Asset Management processes. This role...such as CPA, CIA or CFIRS. POSITION DESCRIPTION: The Audit Project Manager I, conducts end-to-end business… more
- US Bank (Chicago, IL)
- …risks, products, operations and regulatory requirements - Experience and understanding of audit methodology and project management - Considerable knowledge ... Risk/Compliance/ Audit competencies - Strong analytical, process facilitation and project management skills - Effective presentation, interpersonal, written… 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
- 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)
- …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
- US Bank (Charlotte, NC)
- … Services (CAS) is seeking a strong candidate to join our growing team of audit professionals supporting the Wealth Management and Investment Services team. ... is also responsible for partnering with US Bank's Wealth Management and Investment Services businesses and other Risk/Compliance/ Audit (RCA) professionals… 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
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley ... Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service… 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
- 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 (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
- Citigroup (New York, NY)
- …required, such as the implementation of new Compliance systems, controls, and related project management work efforts. + Assisting in the development and ... senior function/business/product compliance risk manager for Independent Compliance Risk Management (ICRM) Fraud Oversight coverage including all products and… 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
- CIBC (Chicago, IL)
- …CIBC US provides tailored commercial and commercial real estate banking, private wealth management , personal and small business financial solutions, as well ... coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United...risks and exposures. **KEY ACCOUNTABILITIES** + Work collaboratively with audit management and other audit … more
- Manulife (Boston, MA)
- …supplemented by audit professionals who support the actuaries with respect to audit methodology, project management and technical audit expertise.** ... to gain efficiency. **What we are looking for:** + Audit and project management experience...the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals,… more