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The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration.
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Coordinating audit activities by integrating other internal audit subject matter teams (e.g., Business Lines, Technology, Anti-Money Laundering, Model, Risk Management, Data, etc.) The Corporate Audit Services (CAS) Senior Audit Manager - International Compliance is a senior level management position that supports the Regulatory Compliance Audit Director/Senior Audit Director of the Risk Management and Compliance audit team.
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Works with Third Party Risk Management team to ensure completion of technology and information security due diligence tasks. Reviews the IT vendor management process and explores improvements in process efficiencies and controls.
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This position offers a wealth of opportunities for research collaborations within the Department of Pediatrics, Winship Cancer Institute, Grady Hospital as well as with Emory basic science departments, the Rollins School of Public Health, the Georgia Institute of Technology, Morehouse School of Medicine and the Centers for Disease Control and Prevention.
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In this capacity the STO will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Merrill Wealth Strategists to pursue opportunities for trust services, as well as provide fiduciary oversight and administration to complex and sensitive client relationships.
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This position will have the opportunity to engage in clinical service and will have dedicated time for administrative duties. Willingness to work in a collaborative fashion to expand and strengthen current collaborations with investigators from other divisions and departments at Emory, Georgia Tech, Georgia State and the Morehouse School of Medicine.
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The Lead Technical Product Owner, Regulatory & Compliance – CMMS (Computerized Maintenance Management Systems) role is responsible for testing data flows, issue resolution, configuration and technical support for Chick-fil-A Supply, Bay Center Foods, and Offsite Thawing Pilot.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
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Assure account management staff adoption and compliance of partnership legal standards related to branding, non-endorsement, commercial co-ventures and state cause marketing rules and regulations.
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The Growth Data & Strategy team is responsible for building the vision, driving data-driven programs, and defining tooling strategies to increase Sales, CS, and Account Management teams' efficiency and effectiveness and improve the experience of businesses that use Square's ecosystem of products.
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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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Aprio Wealth Management, LLC is a progressive, fast-growing firm looking for a Client Service Associate to join their dynamic team. Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services.
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Must have knowledge of physical security technology, facility security, event security, guard force management, executive protection, intelligence, and threat management. Degrees in fields such as criminal justice, homeland security, emergency management, business administration, or organizational leadership preferred.
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In Atlanta, GA within our Private Wealth Management business unit is seeking a motivated individual to join its growing team as a Senior Investment Associate. A Private Wealth Advisor team.
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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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wealth management jobs Title: administrative assistant in Georgia
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