- Bank of America (Chicago, IL)
- Private Wealth Market Client Relationship Manager Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... that is culture driven, resilient, results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager ** (PWCRM) is a… more
- Bank of America (Los Angeles, CA)
- Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Citigroup (New York, NY)
- The Wealth Private Bank (ex-Trust) Control Testing Team is responsible for the testing of controls that are designed and owned by Citi's Wealth Private ... reporting, and insight sharing related to the above scope of controls testing. The Wealth Private Bank (ex-Trust) Control Testing Team Leader leads and directs a… more
- City National Bank (Los Angeles, CA)
- **BUSINESS CONTROLS MANAGER - PRIVATE BANKING & WEALTH MANAGEMENT** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City National Bank ... ("CNB") Business Control Officer ("BCO") and Senior Business Control Manager for Private Banking & Wealth...and participate in special projects as necessary. + Facilitate audit and examination activities. + Cultivate and grow risk… more
- Citizens (OH)
- …Consumer Banking Risk Management has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust ... Compliance, and brokerage and Investment management Supervision. Experience in developing Private Wealth risk and compliance programs for dual-registered… more
- Citigroup (Jersey City, NJ)
- …in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through ... Wealth Control initiatives or as directed by their manager . + Create materials for management as needed and...for interfacing with all levels of internal and external audit and management. + Bachelor's/ University degree or equivalent… more
- CIBC (Boston, MA)
- …private banking. **Responsibilities:** + Perform work under the direction of the Internal Audit Manager , which can include individual or multiple audit ... audit programs + Determine scope of review in conjunction with the Internal Audit Manager + Review the effectiveness of internal control design + Conduct … more
- M&T Bank (Norwalk, CT)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serves as… more
- Regions Bank (Birmingham, AL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for the Professional Practice of… more
- Manulife (Boston, MA)
- …& trading (front office), investment operations, compliance and risk management. The Senior Manager is accountable for completing assigned audit work of all ... types and the delivery of high quality, professional, cost-effective, beneficial and risk-based audit services. The Senior Manager works under the direction of… more
- Neuberger Berman (New York, NY)
- …to a broad base of clients. This includes UCITS funds, Mutual Funds, Private Funds, separately managed institutional accounts and wealth management services. ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager , US Internal Control and Global Wholesale Operations - Audit **Requisition ID:** 206124 **Salary Range:** 85,700.00 - 159,100.00 _Please note that the… more
- Scotiabank (New York, NY)
- Manager , US Finance & Regulatory Reporting - Audit **Requisition ID:** 205493 **Salary Range:** 85,700.00 - 159,100.00 _Please note that the Salary Range shown ... future! **Purpose** Lead and execute Financial and Regulatory Reporting related audits. Manager leads and oversees audit coverage and initiatives, ensuring all… more
- Scotiabank (New York, NY)
- Senior Manager , US Treasury & Liquidity Audit **Requisition ID:** 190579 **Salary Range:** 110,700.00 - 211,800.00 _Please note that the Salary Range shown is a ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Cherry Bekaert (Charlotte, NC)
- …our clients. Our firm is thriving and we seek a highly motivated **Commercial Audit Manager ** for our Charlotte, NC, practice. This highly visible position ... in a variety of commercial industries. Prior experience with commercial audit clients and business combinations is required. Exceptional client relations skills… more
- Plante Moran (Chicago, IL)
- …applicable experience Our difference. On the surface, we're one of the nation's largest audit , tax, consulting, and wealth management firms. But dig a little ... Private Equity - Business Development Specialist + Location:...focus would be to work closely with Plante Moran's Private Equity Industry practice to develop and secure new… more
- CIBC (Chicago, IL)
- … private and personal banking and small business banking solutions and CIBC Private Wealth Management offers investment management, wealth strategies and ... all of our team members can excel. **Risk Analytics Process Enhancement, Compliance Manager ** : As Risk Analytics & Infrastructure (RAI) process enhancement project … more
- Citigroup (Jersey City, NJ)
- …in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through ... The Wealth Monitoring and Testing is responsible for the...efforts of the department where needed, such as Internal Audit requests and as directed by their manager… more
- Plante Moran (East Lansing, MI)
- …your mark. Having roots in one of the nation's largest and most well-respected audit , tax, and advisory firms, Plante Moran Wealth Management proudly serves as ... Estate Planning Senior Advisor or Manager + Location: United States, Michigan, East Lansing...On the surface, we're one of the nation's largest audit , tax, consulting, and wealth management firms.… more
- Citigroup (Queens, NY)
- …in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through ... The Wealth Monitoring and Testing is responsible for the...or operations of the business. Responsible for supporting their manager in handling staff management issues, including resource management… more