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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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You will be leading teams and supporting the client across critical audits in emerging areas of risk, banking operations, and issues management and validation. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments.
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Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
$230,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
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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.
$185,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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About this role: Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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Participate as a voting member and/or subject matter expert (SME) in assigned risk committees and working groups in an effort to validate that recommended and approved solutions match the strategic direction and risk appetite of the firm.
$25Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience with Vertex, Avalara ARA, and MRA. Minimum of 5 years of progressive State and Local Tax of compliance experience in a Big 4, large regional public accounting firm, or industry with multi-state responsibility.
$136,400 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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.
$80,500 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Collaborate closely with Treasury Management Sales Officers, Capital Markets, Wealth, Mortgage, and Retail product partners to identify opportunities to deepen or expand existing Middle Market relationships; establish proactive joint calling habits for new prospect opportunities.
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5+ years’ experience at a financial institution in a fiduciary, trust, investment management or wealth management role or experience as a bank regulator is preferred. The CCO is responsible for the execution of an oversight and monitoring program, the risk assessment process; the preparation of compliance related communications, training, policies and procedures; and the preparation of committee and management reports.
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At Regions, the BSA AML and OFAC Compliance Analyst is a second line of defense risk management function that ensures the development and maintenance of a strong compliance culture by developing and maintaining a program infrastructure that identifies, measures, and monitors compliance with all applicable laws, regulations, and rules that govern a specific line of business.
$81,750 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Candidates must have deep, multigenerational consultative experience in family advisory including wealth transfer planning, income tax mitigation, family risk management, family governance, stewardship, and trust administration.
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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As an Intern, you will work directly with a wealth advisor team gaining hands-on knowledge and exposure to a variety of areas, including trust/estate and multi-generational planning, investment advisory solutions and risk management.
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wealth risk jobs in Atlanta, NH, France
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