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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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Our expertise includes providing services associated with owning, managing, and preserving businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic planning.
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Must have demonstrated knowledge of technology processes, such as cybersecurity, change management, technology operations and infrastructure, software development, and business resiliencyExperience with Technology Infrastructure Risk and Controls, including administration of Network, O/S, Cloud, Database, and Application control reviewsEnthusiastic, self-motivated, willing to be challenged and take personal responsibilityProfessional certification (e.g. CISA, CISM, CISSP, CEH, GIAC etc.
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This role is a great opportunity for a leader with strong wealth management experience, who is a change agent and ready to chart a new path forward for the AMG business on its growth journey ahead.
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Partner with first and second line defense teammates across assigned business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.
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Working knowledge of funding and liquidity risk, collateral management, asset and liability management, intraday liquidity and cash management, funds transfer pricing, and interest rate risk.
$88,564 - $170,913 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Chief Information Office collaborates with business partners (Consumer and Business Banking, Wealth Management and Investment Services, Corporate and Commercial Banking, Payment Services) as well as Risk and Corporate Support Functions but not limited to, Infrastructure, Technology Transformation, Enterprise Architecture and Engineering, Data and Digital Technology infrastructure, including emerging technologies.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services.
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Minimum 7-10 years’ experience interpreting and implementing financial services regulatory programs, preferably related to anti-money laundering and/or enterprise risk management. Bank Secrecy Act (BSA), Communication, Compliance Monitoring, Compliance Programs, Compliance Requirements, Customer Onboarding, Management Reporting, Regulatory Compliance, Regulatory Compliance Management, Regulatory Reporting, Risk Management, Sanctions Screening, Suspicious Activity Reporting (SAR.
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We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
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Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning. 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.
$150,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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This role supports the Audit Director for Wealth Management and Investment Services, the Senior Audit Director and the Chief Audit Executive, in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and improve the effectiveness of risk management, control, and governance processes of U.S. Bancorp (USB), affiliates, wholly owned subsidiaries and entities where USB owns a majority (controlling) interest.
$145,180 - $187,880 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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FIS empowers the financial world with software, services, consulting and outsourcing solutions focused on retail and institutional banking, payments, asset and wealth management, risk and compliance, trade enablement, transaction processing and record-keeping.
$105,070 - $176,520 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more.
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This includes assessing legal risk posed by matters, working to develop and execute litigation strategy, managing discovery efforts (including working with the eDiscovery team), and collaborating and coordinating with other key stakeholders such as line of business clients, risk management, insurers, finance, and legal teammates.
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wealth management risk jobs in Atlanta, NH, France
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