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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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Perform internal audit and consulting services related to the laws, regulations, and expectations associated with consumer protection, the Bank Secrecy Act and anti-money laundering requirements, and other general risk management activities such as model risk management and enterprise risk management programs.
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HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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Moreover, this role will support and maintain compliance with Enterprise and US Sanctions Policies and Standards for CIBC Combined US Operations (CUSO), including our retail and commercial bank, wealth management and capital markets lines of business.
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This includes supporting the current transformation effort consolidating our SPG business to an Enterprise end to end solution, utilizing AIM and Imageright as the CORE Broker Management and Document Management platforms.
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Being in line with the client's core purpose: to help make our client's ambitions a reality, the client US offer focuses on integrated relationship management, where Investment Management Trust, Fiduciary, Asset Management, and Wealth Strategies teams work together to deliver customized financial solutions.
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Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
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Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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The Relationship Manager will build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, Retail Bank-at-work, etc.
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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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Consistently demonstrates proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
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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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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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Key partners include peers (i.e. Relationship Management Executive, Participant Experience Executive, Product Management Executive, etc) as well the Market Presidents and key executives from Merrill (Wealth Management), Employee Banking & Investing, Corporate & Investment Banking, Commercial Banking, Business Banking, and Small Business Banking, Global Compliance and Operational Risk, Human Resources, and others.
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wealth management risk jobs in Chicago, ME, Us
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