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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.
$318,500 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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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.
$185,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Advocate the Bank’s risk culture, compliance with enterprise risk initiatives and promote sound risk management practices. In conjunction with Compliance Risk Management and Legal, monitor BU adherence to applicable policies, laws and regulations.
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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 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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Execute the delivery and integration of a broad range of wealth products and services (financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust Advisors, Financial Planners, Credit Advisors and other wealth product partners based upon objective and sound financial planning and advisory concepts.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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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.
$207,763 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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In conjunction with the Senior Risk Officer (SRO) and the Associate/Regional Risk Officer (ARRO/RRO), the National Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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As the Mercer Wealth Investment Information Architect, you will lead the development of best practices for building solutions that promote effective data management. Proven experience in architecting and implementing Business Intelligence and Data repository platforms, Master Data Management, and data integration solutions.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Third Party Risk Management; Demonstrates extensive knowledge and/or a record of success in the understanding of current issues key executives contemplate within the banking & capital markets, insurance, and asset & wealth management sectors, including how all 3 Lines of Defense can play a role within the organization to address the risks.
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Asset Based Relationship Manager/Underwriter I will be responsible for screening and underwriting bilateral or syndicated relationships primarily for customers with asset-based credit facilities of $10.0 million and above and will also direct the relationship management activities to ensure satisfactory results in risk management, customer retention and revenue growth post-closing.
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E.g. Consumer, Commercial, Capital Markets, Risk & Compliance, Finance, Enterprise, Life insurance, Property and casualty insurance, wealth, asset management. We specialize in Data Products Management (DPM), Data Architecture and Engineering (DAEa, Data Governance and Controls (DGC), and Data Analytics and Insights (DAI.
Full-timeExpandApply NowActive JobUpdated 3 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.
$186,560 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago
wealth management risk jobs in Atlanta, GA
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