Internal Auditor with Trust and Wealth Management

At Jefferson Wells, we are searching for an Internal Auditor for Wealth Management and Trust is responsible for evaluating and enhancing the effectiveness of governance, risk management, and internal control processes within a financial institution's wealth management and trust operations. This role ensures compliance with regulatory standards, identifies...

At Jefferson Wells, we are searching for an Internal Auditor for Wealth Management and Trust is responsible for evaluating and enhancing the effectiveness of governance, risk management, and internal control processes within a financial institution's wealth management and trust operations. This role ensures compliance with regulatory standards, identifies...

Mastech Digital, a leading provider of digital and mainstream technology staff, is seeking an experienced Financial Services Internal Auditor to support the Asset Wealth Management team. **Job Summary:**This role requires a seasoned financial services internal auditor with experience in private banking and wealth management to perform audits and provide...

Join Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...

Job SummaryThe Business Development Director, Wealth Partnerships will play a critical role in expanding our market presence and achieving our business objectives in the US. We are looking for a seasoned executive with significant sales experience, a proven track record of driving commercial success, and a deep understanding of the wealth management...

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

About BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

Company OverviewTranscend Practice Management is a premier independent wealth management firm specializing in serving high-net-worth families, foundations, and trusts.Salary and BenefitsWe offer a competitive salary of $100K - $120K per year, along with benefits that include a monthly MTA pass and opportunities for career growth and professional...

**Responsibilities**We are seeking a skilled Wealth Management Specialist to join our team at Citigroup, Inc. in New York City. This role offers an exciting opportunity for a professional with extensive experience in Private Banking and a strong track record in relationship selling.As a Wealth Management Specialist, you will be responsible for establishing...

Job OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...

Job DescriptionJob DescriptionJob Posting: Internal Auditor - Human Resources Compliance (12-Month Contract)Location:Preference for Onsite/Hybrid in New York City (NYC) or Menlo Park (MPK)Open to Remote candidates (No preference for time zone)Pay Range: $53hr to $56hr depending on experience levelJob Description:We are seeking a qualified and experienced...

Job OverviewLedyard National Bank seeks a highly skilled Strategic Wealth Manager to join its esteemed Wealth Management group. This role is pivotal in deepening and expanding existing client relationships through innovative investment strategies, collaborating with the Private Banking team to provide comprehensive lending and deposit solutions.About the...

The Vendor Risk Management team plays a vital role in ensuring compliance and reducing risk for the organization. Reporting to the Vendor Risk Manager, the Associate Vendor Risk Analyst will provide critical administrative and operational support to the Vendor Risk Management team.Primary Responsibilities:Operational Support:Foster cross-functional...

The Vendor Risk Management team plays a vital role in ensuring compliance and reducing risk for the organization. Reporting to the Vendor Risk Manager, the Associate Vendor Risk Analyst will provide critical administrative and operational support to the Vendor Risk Management team.Primary Responsibilities:Operational Support:Foster cross-functional...

JOB DESCRIPTION Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across...

JOB DESCRIPTION Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across...

Job DescriptionThe Senior Financial Advisor role at Citigroup, Inc. is a high-level position that requires strong commercial awareness and excellent communication skills to negotiate internally with senior-level stakeholders. As a trusted advisor, you will closely follow the latest trends in your field, adapting them for application within your job and the...

About Modera Wealth Management: We are a fast-growing firm that provides career development opportunities from entry level to ownership. Our core values include confident humility, contagious growth mindset, and trusted relationships. We are seeking individuals who embody these values and are passionate about delivering exceptional service.Compensation:...

Marketing Opportunities:We are seeking a Wealth Management Marketing Executive to join our team at JobRialto. As a key member of our marketing department, you will be responsible for developing and executing marketing strategies to support our Private Wealth Management and International Wealth Management teams. This role will involve managing marketing...