- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- BMO Financial Group (San Francisco, CA)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax,… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit… more
- KeyBank (Amherst, NY)
- …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational… more
- Citigroup (Miami, FL)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of ... Citi Global Wealth investment products to identify unusual concentrations of individual...advisors to identify asset allocation gaps and with product specialist to define strategies to close such gaps. +… more
- Zions Bancorporation (Salt Lake City, UT)
- …Family Office offering. The ideal candidate will have a strong background in financial planning , estate planning , wealth transfer planning , family office ... specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + Strong analytical and problem-solving… more
- Citigroup (Glendale, CA)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the implementation of ... Citi Global Wealth investment products to identify unusual concentrations of individual...Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps +… more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration, Retirement… more
- JPMorgan Chase (New York, NY)
- …primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and managing investment ... and non-investment products, solutions, and services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment… more
- BMO Financial Group (Wausau, WI)
- We are currently seeking a Senior Wealth Management professional who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft… more