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About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Qualifications 7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment. The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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About this role: The Enterprise Technology Audit Group - Cybersecurity Audit Team is looking to fill an IT Audit Manager, Executive Director position to support the coverage of Wells Fargo's core Information Security and Cybersecurity controls (e.g., Cyber Threat Fusion Center, Data Loss Protection, Security Information and Event Management, Cryptographic Services, Patch and Vulnerability Management, Network Security Management, Third Party Information Security Management etc.
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We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve.
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Experience with IBM Maximo EAM, Siemens TeamCenter PLM, Primavera P6, and other operations management technologies. Manages risk and security within the Operations Management Systems services in partnership with the CISO and the Risk and Compliance Teams.
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Gpac, a recruitment company for over 30 years, is partnered with an award winning, rapidly growing RIA gaining momentum in the Delaware area and are seeking an exceptional wealth management professionals to join their team.
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Responsible for Utilities, Fire/Life Safety, Safety, Hazardous Materials & Waste, and Emergency Management Plans. Performs duties, as necessary, as a member of the Hospital Infection Prevention and Control Committee, Environment of Care Committee, Chairperson of Emergency Management Steering Committee & Incident Command Steering Committee, Chairperson of Utility Management Committee, Chairperson of Hazardous Materials and Waste Committee, Co-chair of Regulatory Readiness Committee, and Chairperson of the Fire & Safety Committee.
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Experience with project management technology, such as document management systems, project extranets, databases, collaboration portals, SharePoint, Smartsheet, HighQ, or Microsoft Project.
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In wealth management. Ideal for an experienced to mid-level Wealth Planner/Advisor looking to leverage their existing book while getting support on back-office functions and business development.
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Knowledge of and interest in project management technology, such as document management systems, project extranets, databases, collaboration portals, SharePoint, Smartsheet, HighQ, or Microsoft Project.
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Minimum 5 years of audit experience in areas related to BSA/AML, sanctions and fraud risk management programs and regulations, banking regulations, local standards, and internal policies. Minimum 5 years of experience conducting Bank Secrecy Act /Anti-Money Laundering audits, Risk Management audits, Compliance audits or a combination.
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Strategy development, business and operational planning and execution, organizational effectiveness, financial management, change leadership, business development, staff management and development.
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Knowledge of and experience with change management methodologies, such as Prosci. Minimum qualifications 3+ years of substantive practice or project management experience within a professional services, consulting, corporate legal department, or other legal services environment.
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This role is focused on development, implementation and maintenance of effective systems that assure regulatory compliance, management of PSM and achievement of performance excellence at the corporate enterprise and site operations level.
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wealth management jobs Company: Vector Marketing in Wilmington, DE
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