- Morgan Stanley (Potomac, MD)
- *POSITION SUMMARY:* The Wealth Management Analyst/Associate is often the first point of contact with clients on a broad array of services related to account ... the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team… more
- Bank of America (North Bethesda, MD)
- Wealth Management Client Associate North Bethesda, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through… more
- Morgan Stanley (Washington, DC)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth ... Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business...training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of… more
- Truist (Washington, DC)
- …sales goals, identifying and delivering on client needs 7. Extensive understanding of wealth management and financial planning considerations for high net worth ... America) **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going... Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and… more
- Deloitte (Baltimore, MD)
- …our clients that we serve more than HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on our issues and help create ... that enhance HR service delivery models, set the stage for continuously improving operational excellence, and reimagines the HR brand. Recruiting for this role ends… more
- Morgan Stanley (Baltimore, MD)
- Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk ... New York team works collaboratively with members of Model Risk Management across all model areas globally....model inputs, model performance, model limitations, on-going monitoring of Wealth Management Decision Support models, and ad-hoc… more
- KPMG (Washington, DC)
- …and processes with practical experience in areas such as Risk Management (including enterprise, third party, operational , IT), Compliance Management , ... architecture + Facilitate demonstrations of GRC platform functionality such as: policy management , risk assessment, controls testing, issues management , ESG,… more
- Morgan Stanley (Baltimore, MD)
- …Description This Vice President position will report to an Executive Director within Wealth Management Fraud Strategy &Controls and will support the Bank Dual ... the individual will serve in a horizontal capacity spanning Wealth Management external and internal fraud supporting...with a strong work ethic. > Experience in Fraud, Risk Management , Compliance, AML, and cyber preferred… more
- M&T Bank (Annapolis, MD)
- … operational , product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and ... operational , product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and… more
- KPMG (Baltimore, MD)
- …practice. Responsibilities: + Develop frameworks and methodologies for compliance, supervisory, operational and regulatory risk - management programs + Review ... and execute client engagements focusing on Regulatory Compliance, Supervision Surveillance, Conduct Risk , Operational Risk , Operational Resilience, Third… more
- TD Bank (Washington, DC)
- …and resolving gaps + Requires business, banking and bank operational process management knowledge and expert knowledge of the risk profile for team processes ... and assesses potential impacts + Maintains a culture of risk management and control, supported by effective...Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with… 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 ... Firm's books and records, and by contributing to firmwide risk management and reduction. This division maintains...ideal candidate will play a pivotal role in streamlining operational processes, delivering management reporting and metrics… more
- Stanley Black and Decker (Towson, MD)
- … of risk and dependencies associated with the portfolio of operational improvement projects underway + Management of budgets, resources, critical milestones, ... targets. + Ensure the Manufacturing Excellence team develops and maintains exceptional operational , consultative, and change management skills. + Support the… more
- Bank of America (Hunt Valley, MD)
- …submission to regulators and/or law enforcement. This role may partner with GFC Risk Management , front line units or other stakeholders to resolve ... specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management . In the investigative...Investigation Management + Policies, Procedures, and Guidelines Management + Risk Management +… more
- Customs and Border Protection (Washington, DC)
- …(GS-14, Step 10). In this position, you will serve as a Supervisory Management and Program Analyst within the Department of Homeland Security (DHS), US Customs ... Joint Strategic Plan (JSP). Researching and analyzing resource requirements, evaluating operational impact of new policies and regulations, and assessing capability… more
- Stanley Black and Decker (Towson, MD)
- …and operational HR initiatives, including global headcount tracking, program management of HR metrics and scorecards, workforce planning, compliance and risk ... and support on various HR matters, including talent acquisition, performance management , employee relations, and organizational development. + Oversee the Global… more
- Bank of America (Towson, MD)
- …strong communication skills + Thorough knowledge and understanding of the suite of Wealth Management products and services + Strong analytical and portfolio ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- City National Bank (Annapolis, MD)
- …processing, domestic and international electronic payments and global trade, call centers, wealth management , treasury and capital markets, branch support and ... is a proven strategic leader who has experience leading operational and technology changes for operations. This leader must...*Skills and Knowledge* * MBA preferred * Significant Operations, Risk & Controls management experience preferred *… more
- Kiewit (Baltimore, MD)
- …Build discipline-specific strategies and objectives for talent management , technology, quality management and risk management . + Work to fully comprehend ... passion for improvement. **District Overview** Kiewit Infrastructure Engineering's Design Build Management team are driving clients to turn to Kiewit during all… more
- Truist (Washington, DC)
- …Bank's client relationship management (CRM) system. 6. Execute on all risk , operational , policy and quality expectations related to assigned client ... levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects.… more