wealth management audit specialist (fiduciary) Jobs - 324


JPMorgan Chase - New York,NY

Wealth Management Investment Risk & Analytics (IR&A) is responsible for review of Global Wealth Management business. IR&A's Client Risk team is responsible for review of the first line of defense investment fiduciary and suitability activities...

Date : 2025-01-01T07:02:32Z

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State of New york - Rochester,NY

Please note: State agencies that contact job applicants do not usually request personal or financial information via text message or over the phone in connection with your response to a job posting. If you are contacted for such information by...

Date : 2025-01-01T06:48:04Z

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M&T Bank - Hauppauge,NY

Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a...

Date : 2025-01-01T07:02:08Z

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Charles Schwab - New York,NY

Position Type: Regular Your opportunity ...

Date : 2025-01-06T02:03:39Z

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American National - Glenmont,NY

American National is seeking an Audit Specialist to perform financial, operational, and compliance audits of business units, external agencies, and vendors, which includes understanding and documenting key processes and internal controls and...

Date : 2025-01-01T07:03:16Z

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Northwestern Mutual - New York,NY

Financial Advisor / Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York, NY We are seeking an eager, strategic, and definitive candidates to fill an open Financial...

Date : 2025-01-03T14:26:08Z

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Snapchat - New York,NY

Snap Inc is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and communicate. Snap contributes to human progress by empowering people to express themselves, live in the moment, learn...

Date : 2025-01-02T08:28:58Z

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Citizens - New York,NY

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always...

Date : 2025-01-06T06:04:31Z

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M&T Bank - Rochester,NY

Overview: Manages and participates in preparing a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities is trustee. Primary Responsibilities: * Maintain a thorough...

Date : 2025-01-01T07:03:05Z

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Societe Generale - New York,NY

Responsibilities The Senior Auditor - Risk Specialist, Vice President in the Market Activities (MARK) Audit Team is expected to make key contributions to Audit's regular assessment of the adequacy and effectiveness of SG's Risk management program...

Date : 2025-01-01T07:04:58Z

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