• Audit Manager - Wealth

    Truist (Atlanta, GA)
    …1st shift (United States of America) **Please review the following job description:** Truist Audit Manager is responsible for providing a leadership role in the ... objective risk-based internal audit assurance and advisory services. The Audit Manager will proactively coach junior team members by providing candid and… more
    Truist (08/20/24)
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  • Senior Audit Project Manager

    US Bank (Minneapolis, MN)
    …and discover what you excel at-all from Day One. **Job Description** The Corporate Audit Services Senior Audit Project Manager is primarily responsible for ... managers, however there are no direct reports. The Senior Audit Project Manager is a subject matter...years of applicable experience + Knowledge of consumer, payments, wealth , fiduciary and commercial banking products + Subject matter… more
    US Bank (09/17/24)
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  • Audit Manager - C13 - IA…

    Citigroup (Irving, TX)
    This is a key role within Internal Audit Wealth Team that incorporates Governance, Reporting, and Strategy working with team leadership. This role includes ... and management of Senior Management and regulatory reporting. + Develop Computer Assisted Audit Techniques and Tools (CAATTs) primarily using Python, SAS and SQL. +… more
    Citigroup (09/11/24)
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  • Technology Audit Manager , Vice…

    JPMorgan Chase (Jersey City, NJ)
    audit testing, and participate in applicable control and governance forums! As an Audit Manager , Vice President, in our Internal Audit group you will ... strengthen internal controls within our Asset Wealth Management team. Internal Audit is an independent function at JPMorgan Chase that aims to enhance and… more
    JPMorgan Chase (07/01/24)
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  • Private Wealth Market Client Relationship…

    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
    Bank of America (09/12/24)
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  • Private Wealth Market Client Relationship…

    Bank of America (Chicago, IL)
    Private Wealth Market Client Relationship Manager Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... culture driven, resilient, results focused and effective. **Job Description:** The **Private Wealth Market Client Relationship Manager ** (PWCRM) is a direct… more
    Bank of America (09/21/24)
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  • JP Morgan Wealth Management - Executive…

    JPMorgan Chase (Chicago, IL)
    **Divisional Strategy & Support Manager , ED** **Description** US Wealth Management (~$400B in AUS) offers a wide variety of investment products and services ... to serve our clients more efficiently and effectively. Reporting to the Divisional Director- Wealth (DDW), the Divisional Strategy & Support Manager (DSSM) will… more
    JPMorgan Chase (09/27/24)
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  • First Line Risk Sr Manager - Wealth

    Citizens (OH)
    …Banking Risk Management has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary ... due diligence lifecycle. As the First Line Risk Senior Manager , you will represent the first line of defense...risk management support. Qualifications: + 6-8+ years' experience in Wealth Management Risk Management, Audit , or Compliance… more
    Citizens (09/08/24)
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  • Wealth Private Bank (ex-Trust) Control…

    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 Bank ... (ex-Trust) business. The Citi Wealth business delivers a comprehensive wealth solution to clients across the wealth continuum, with integrated advice and… more
    Citigroup (09/11/24)
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  • Wealth Controls Monitoring and Testing…

    Citigroup (Jersey City, NJ)
    …including wider Wealth Control initiatives or as directed by their manager . + Create materials for management as needed and investigates causes for results ... The Wealth Monitoring and Testing is responsible for the...and Monitoring Design Assessment (MDA) requirements as per the Manager Control Assessment (MCA) standards. Excellent management and communication… more
    Citigroup (09/27/24)
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  • Institutional Wealth Management Service…

    Amalgamated Bank (New York, NY)
    Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... practices for fulfilling Amalgamated Bank's responsibilities as trusted Custodian and Investment Manager . Some of the key responsibilities in this role include: +… more
    Amalgamated Bank (08/26/24)
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  • Business Controls Manager - Private Bank…

    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 Management...and participate in special projects as necessary. + Facilitate audit and examination activities. + Cultivate and grow risk… more
    City National Bank (09/12/24)
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  • JP Morgan Wealth Management- Vice…

    JPMorgan Chase (Columbus, OH)
    The Business Support Operations Manager will lead the Business Support/Control program for the **J.P. Morgan Wealth Management** **Business Administration & ... Operational Excellence team** . As the Business Support Operations Manager the primary focus is on fostering strong relationships...(KPIs) and Key Risk Indicators (KRIs) + Serve as audit liaison + Oversee Exam Ready program to ensure… more
    JPMorgan Chase (09/23/24)
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  • Management Development Program Wealth

    M&T Bank (New York, NY)
    …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. DEPARTMENT DESCRIPTION:...our clients need financial services outside of their core wealth management solutions, we have the resources to help.… more
    M&T Bank (09/18/24)
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  • Sr Auditor - Wealth Management Portfolio

    CIBC (Boston, MA)
    …and 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
    CIBC (09/11/24)
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  • Senior Auditor - Wealth Management

    Regions Bank (Birmingham, AL)
    …the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for the Professional Practice of ... Internal Auditing. **Primary Responsibilities** + Develops initial audit program to meet the audit engagement...+ Certified Public Accountant (CPA) + Certified Regulatory Compliance Manager (CRCM) + CRP **Skills and Competencies** + Ability… more
    Regions Bank (07/25/24)
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  • Wealth Management Administrator

    Emprise Bank (Wichita, KS)
    …experience to help our customers achieve their goals. We are currently seeking a Wealth Management Administrator to join our Wealth Management team. The ... service, and ensuring regulatory compliance in support of the Wealth Management team. The role will play a pivotal...Integrity + Achieve and maintain near-zero compliance issues or audit findings by adhering to regulatory standards + Assist… more
    Emprise Bank (09/24/24)
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  • Senior Wealth Advisor

    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
    M&T Bank (08/01/24)
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  • Compliance Testing Advisor - M&T Securities…

    M&T Bank (Clanton, AL)
    …This position would support the testing of M&T Securities, Institutional Services & Wealth Management Marketing, The Volcker Rule and other regulations covered under ... the Institutional Services & Wealth Management umbrella. **Position Responsibilities:** + Interface with all...and business unit management under the direction of a Manager . + Lead collaborative testing team discussions with all… more
    M&T Bank (08/08/24)
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  • Operations Development Program (Banking Services)…

    M&T Bank (Wilmington, DE)
    …on projects, and provide analytical and operational support under guidance of a manager or more senior analyst. **Institutional Services Wealth Management (ISWM) ... regulatory, and strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include Wealth Management, Global… more
    M&T Bank (09/21/24)
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