- City National Bank (Los Angeles, CA)
- …Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified ... objective assurance over the design and operating effectiveness of the Bank's risk management practices, governance processes, system of internal controls for… more
- Wells Fargo (Los Angeles, CA)
- …a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career areas and lines of ... making sound risk decisions. There is emphasis on proactive monitoring, governance , risk identification and escalation, as well as making sound risk … more
- Wells Fargo (Palo Alto, CA)
- …a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career areas and lines of ... making sound risk decisions. There is emphasis on proactive monitoring, governance , risk identification and escalation, as well as making sound risk … more
- Wells Fargo (San Francisco, CA)
- …role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and Investment management. ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...risk decisions. There is emphasis on proactive monitoring, governance , risk identification and escalation, as well… more
- BMO Financial Group (Palo Alto, CA)
- …integrated BMO One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the ... alignment and integration of data in adherence with data governance standards. + Leads change management programs of varying...execution, evaluation and sustainment of initiatives. + Manages the risk of the assigned complex portfolio in a timely… more