- UMB Bank (Kansas City, MO)
- …certification (ie Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist ). + You have knowledge of financial ... within areas such as Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, and Corporate Strategy. This role will also support broader… more
- KeyBank (Brooklyn, OH)
- …SEC, DOL, and ERISA requirements. **Preferred Qualification** + Certified Fiduciary & Investment Risk Specialist (CFIRS) **Tactical Skills** + Exhibit a ... audits focused on KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be… more
- MetLife (Whippany, NJ)
- …("ICG"), with its prospective and existing third-party investors, and the private capital investment teams. The product specialist team works to ideate and ... Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the… more
- Regions Bank (Hoover, AL)
- … Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems Auditor (CFSA) + ... Certified Fraud Examiner (CFE) + Certified Information Systems Auditor (CISA) + Certified Information Systems Security Professional (CISSP) + Certified Internal Auditor (CIA) + Certified Public Accountant (CPA) + Certified Regulatory Compliance Manager (CRCM)… more
- UMB Bank (Kansas City, MO)
- …certification (ie Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist ). + You have knowledge of financial ... areas: + Private Wealth Management + Corporate Trust + Fund Services + Investment Banking + Corporate Treasury + Corporate Accounting and Reporting + Enterprise Risk… more
- UMB Bank (Kansas City, MO)
- …certification (ie Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist ). + You have knowledge of financial ... areas: + Private Wealth Management + Corporate Trust + Fund Services + Investment Banking + Corporate Treasury + Corporate Accounting and Reporting + Enterprise Risk… more
- Citigroup (Boston, MA)
- …clients. The role requires an individual with strong data expertise, with specialist Investment Management industry experience. You have previously designed, ... issues with transparency. Qualifications: + 10+ years relevant experience, Investment Management industry preferred. + Demonstrated experience in the disciplines… more
- Bank of America (Northbrook, IL)
- Wealth Management Specialist Northbrook, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Northbrook/Wealth-Management- Specialist \_25047825) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (San Antonio, TX)
- Wealth Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/Wealth-Management- Specialist \_25041771) **Job Description:** Merrill Wealth Management is a leading… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...prioritization and sales campaigns. The Client and Product Strategy Specialist will work closely with CPS and firm leaders… more