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The Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth management services to their growing client base.
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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
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The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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Join us as a Wealth PlannerBrown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in New York. In this role you will support the Senior Wealth Planner in New York and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients.
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Provide SME-level support on insider risk matters leveraging knowledge of insider threat, cyber security, and counterintelligence. 8+ years of work experience supporting insider threat/risk and/or counterintelligence program, investigations or risk analysis.
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Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings.
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Designs and implements information assurance and security engineering systems with requirements of business continuity, operations security, cryptography, forensics, regulatory compliance, internal counter-espionage (insider threat detection and mitigation), physical security analysis (including facilities analysis, and security management.
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C² Technologies seeks a DITMAC Instructional Systems Design Specialist to work closely with and under the supervision of the Instructional Design Manager to provide technical support and ensure the efficient design and development of training content for the Defense Insider Threat Management and Analysis Center (DITMAC.
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As a direct report to the Chief Information Security Officer (CISO), the Vice President of Threat Management and Response (TMR) will oversee the programs that gather Threat Intel, perform penetration testing, manage vulnerabilities, monitor & respond to events & incidents, and manage insider threat.
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Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.
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Lead red-blue team and purple team testing, to continue to inform and improve the threat management controls. Lead and mature the insider threat program, working closely with Legal, Compliance, Human Resources and other stakeholders.
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Lead, mentor and develop a team of threat intelligence, threat hunting and insider threat analysts and engineers. Head of Threat Services (Threat Intelligence, Threat Hunting and Insider Threat) Do you want your voice heard and your actions to count.
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Proven track record of leading and managing threat intelligence, threat hunting or insider threat teams and projects. Stay abreast of the latest trends, developments and best practices in threat intelligence, threat hunting and insider threat domains.
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Ensure compliance and maintain records for security awareness training including, as required: Annual Security Briefings, Counterintelligence, Espionage, Insider Threat, Courier, NATO, debriefings, indoctrinations, pre/post-foreign travel briefings, and all other mandated briefings.
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wealth management financial advisor support insider threat jobs Title: specialist
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