- Bank of America (Atlanta, GA)
- Audit Supervisor - Consumer and Wealth Management Operations Charlotte, North Carolina;Stamford, Connecticut; Atlanta, Georgia; East Hartford, Connecticut; ... Analytical Thinking + Audit Planning + Internal Audit Review + Issue Management + Risk...Attention to Detail + Automation + Business Acumen + Project Management + Technical Documentation + Coaching… 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
- Bank of America (Charlotte, NC)
- …This job is responsible for independently performing test work during highly complex audit activities associated with Wealth Management activities. Key ... Management activities (eg Private Bank and Merrill Wealth Management ). Project areas include...+ Ideal candidate would have experience with financial services audit /compliance and/or front-line wealth management … more
- M&T Bank (New York, NY)
- …DEPARTMENT DESCRIPTION: When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our ... Wealth Management team will coordinate the delivery...for recent college graduates where participants learn sales, accounting, project management and leadership skills depending upon… more
- Morgan Stanley (Purchase, NY)
- …preferably within business management , business controls, operational risk or internal audit * Strong project management skills with the ability ... services firm providing a wide range of investment banking, securities, investment management and wealth management services. With offices in more than 41… more
- Citigroup (Tampa, FL)
- …+ 10+ years of business experience in audit , control, compliance or regulatory management in the banking or wealth management industry. + Previous ... Investments, Lending, or Banking. + Establish and sustain strong project management disciplines and routines with clear...(writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may… more
- CIBC (Boston, MA)
- …day-to-day engagement operations, including preparing concise, accurate documents and balancing project management with the occurrence of unanticipated issues; ... department or public accounting firm + Banking industry experience and exposure to the Wealth Management function a plus + Knowledge of trust and fiduciary… more
- Citigroup (New York, NY)
- …+ Experience working in global and complex settings with multiple stakeholders + Excellent project management skills + Proven ability to work in a team of ... Citi working closely with key stakeholder inside and outside Wealth . + Responsible for business management and...and outside Wealth . + Responsible for business management and planning for the ICE organization including but… more
- M&T Bank (Wilmington, DE)
- …backed by the sound experience of our professionals and a forward-looking mindset. The Wealth Management division serves clients in all 50 states and 35 other ... largest personal trust providers in the United States. The Wealth Management Trust Services division is entrusted...modifications. + Work and collaborate on a final capstone project to incorporate your knowledge by preparing a client… more
- Citigroup (Miami, FL)
- …teams, advanced Excel/PowerPoint/Adobe skills, strong analytical skills, excellent organizational and project management skills, and the ability to manage ... **Job Description** Wealth Supervision Coordinator is an individual contributor providing...Team, Technology, Operations, Independent Compliance, Independent and Fiduciary Risk Management and Internal Audit . This individual requires… more
- M&T Bank (Wilmington, DE)
- …guidance of a manager or more senior analyst. **Institutional Services Wealth Management (ISWM) Overview:** Shared Services delivers operational excellence, ... processing, regulatory, and strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include Wealth … more
- TD Bank (Mount Laurel, NJ)
- …and/or Audit + Strong negotiation skills + Solid understanding of Project Management methodology + Excellent verbal and written communication skills + ... be accountable for driving 1B coverage, risk identification and management of financial crimes risk within **U.S. WEALTH...risks are understood and mitigated + Works with internal audit in the completion of operational audits with the… more
- Fifth Third Bank, NA (Charlotte, NC)
- … Management , management of the Registered Investment Advisers and the Wealth and Asset Management Division business leaders to ensure the implementation ... and discussions with senior level managers to understand the Wealth and Asset Management business. + Work...and independently lead teams to plan and accomplish a project or elements of a project (complexity… more
- M&T Bank (Wilmington, DE)
- …training program for recent college graduates where participants learn sales, accounting, project management and leadership skills depending upon their career ... as well as with project sponsors, internal and external contacts, and senior management . Teams make a presentation to senior management at the conclusion of… 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
- Truist (Atlanta, GA)
- …Develop advanced audit skills and begin developing risk assessment and project management skills 8. Deepen knowledge of the organization, operations, ... to enhance achievement of goals and objectives 6. Present and effectively communicate identified audit issues to Management and the Engagement Manager. 7.… more
- M&T Bank (Wilmington, DE)
- …to large scope projects. + Prepare and manage the technical component of project plans. + Participate with other Development, operations and Technology staff in ... include required tasks, estimated time frames and effort for any scope project . + Maintain efficient operation and effectiveness of supported applications. +… more
- Citigroup (Tampa, FL)
- …in addition to Information Security policies and procedures. + Updates project tasks regularly and accurately + Prioritizes and completes deliverables timely ... years of relevant experience + Collaboration and communication skills. + Time management and organizational skills. + Ability to successfully interact with varying… more
- Citigroup (Irving, TX)
- …technology application + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship ... technology application + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship … more
- Manulife (Boston, MA)
- …have direct responsibility for one or more projects simultaneously and may perform hands-on audit work to complete the project . The Senior Manager reports to the ... Wealth and US Retirement business units. + Lead audit staff in reviewing completed files for quality and...audit reports, and present findings to business unit management . + Follow up on and track open … more