Senior Private Wealth Audit Lead
Swoon
Swoon in Chicago seeks a Senior Audit Manager for its Private Wealth Audit team. You will lead risk-based internal audits across the Private Wealth portfolio, engaging senior stakeholders and shaping audit scope, plans, and deliverables. The role requires translating wealth management and fiduciary risk into actionable recommendations and mentoring audit staff. A strong background in large banks or RIAs, excellent executive communication, and project leadership are essential; professional #J-18808-Ljbffr Swoon
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Audit Lead in Chicago, IL vacancy
$120k - $150k
...visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance across... ...advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-based... ...priorities. In this role, you'll lead complex audits, provide strategic insight...SeniorPrivateFull timeRemote workShift work2 days per week- CIBC US is seeking a Senior Audit Manager for the Private Wealth Audit team. The role focuses on independent assurance across trust, RIA, and personal banking components, with leadership in complex audits and relationship building with business partners. The position supports...SeniorPrivate2 days per week
- We're looking for an experienced Senior Audit Manager to join a Private Wealth Audit team supporting a leading financial services organization. This is a great opportunity for a senior audit professional who understands the complexities of wealth management, investment...SeniorPrivate
- JPMorganChase is looking for a Private Banker to advise clients in managing their wealth. This role involves maintaining client relationships, generating new business, and offering holistic financial advice. Candidates should have at least six years of experience in financial...SeniorPrivate
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorPrivateFull timeWork experience placementWork at office
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...SeniorPrivate
$120k
...StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional... ...ideas with the Bankers and the clients that will lead to the growth of the asset base.Appropriately...SeniorPrivateFull time- U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance...SeniorPrivate
- Hines is seeking an ambitious sales leader to grow the Private Wealth Solutions platform across RIAs and RIA aggregators in the Central Region (Midwest). You will partner with private wealth and institutional teams to drive business, expand distribution, and deepen client...SeniorPrivate
- CIBC US is seeking a seasoned Private Banker to cultivate and manage relationships with high-net-worth clients in the Chicago area. You... ...and deposit solutions while collaborating with CIBC Private Wealth Management and other partners to grow strategic client relationships...SeniorPrivate
- Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...SeniorPrivate
- BMO Financial Group in Chicago is seeking a senior wealth planning advisor to deliver specialized planning for HNW/UHNW clients, partnering with Private Bankers, Investment Counsellors, and Advisors to offer comprehensive wealth guidance. You will develop detailed financial...SeniorPrivate
$102k - $208k
A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication...SeniorPrivateFull timeFlexible hours$137.4k - $233.6k
...TrustAs a global leader in innovative wealth management, asset servicing, asset... ...most sophisticated clients using leading technology and exceptional service. SENIOR BANKING ADVISOR, WEALTH... ...financial analysis and client servicing, private and commercial lending and/or leasing...SeniorPrivateFull timeH1bWorldwideFlexible hours$74.93k - $153k
...“Yes!” to these questions, we need to talk about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research...SeniorPrivatePrivate practiceWork at officeLocal area$117k - $175k
...monitoring portfolio performance.The Senior Credit Underwriter (SCU)... ...relationships with strategic wealth clients. This role supports responsible... ...yacht, unsecured, insurance, private equity, and subscription‑... ...eligible. We provide industry-leading benefits, access to paid time...SeniorPrivateFull timeWork at officeDay shift- CyberCoders in Lincolnshire, IL with offices in Chicago and Downtown Miami is seeking Audit Seniors to Managers to join our assurance team. You will lead private equity-backed engagements, mentor associates, and work directly with firm leadership to deliver high-quality...SeniorPrivate
- ..., PWM Fixed Income to shape and implement fixed income investment strategies for high-net-worth and institutional clients. You will lead portfolio construction, perform in-depth bond research, and present investment proposals to clients. Role requires 8+ years in investment...SeniorPrivate
$60k - $90k
...Are you skilled at developing wealth management strategies? Does financial... ...designed for them. As a Senior Wealth Strategy Associate, you... ...of a highly collaborative Private Wealth Management Team, based... ...interpersonal skills. About Us UBS is a leading and truly global wealth...SeniorPrivateFull timeFlexible hours- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Newport Beach, California; Westlake... ...art, hedge fund, yacht, unsecured, insurance, private equity, and subscription-finance facilities Synthesize...SeniorPrivateWork at officeShift workDay shift
Bank of America
Chicago, IL4 days ago $200k - $250k
Senior Director - Private Wealth Solutions Join to apply for the Senior Director - Private Wealth Solutions role at Hines Senior Director - Private Wealth... ...investment solutions across our real asset product suite Lead investor meetings and presentations on strategy,...SeniorPrivateFull timeWork at officeLocal areaRemote work$126.1k - $253k
We are the leading provider of professional services to the middle market... ...why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding... ..., including succession planning, wealth transfer planning, and tax complianceManage...SeniorPrivateFull timeWork experience placementInternshipPrivate practiceLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in... ..., you will leverage your skills to lead large projects, innovate processes, and maintain...SeniorFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...our careers, now and in the future.As a Senior Manager, you'll work as part of a team of... ...teams and engagements.Initiate and lead open conversations with teams, clients and...SeniorFull timeH1bLocal areaOverseas$85k - $100k
...personal insurance, retirement, and private wealth management products and... ..., in part due to our industry‑leading success in mergers and acquisitions. Summary Internal Audit provides assurance and advisory... ...business risks. The role of the Senior Internal Auditor is to lead...SeniorPrivateHUB International
Chicago, IL2 days ago$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...advisory needs such as audit, tax compliance, and... ...on key issues like wealth management, compliance,... ...and in the future.As a Senior Manager, you'll work as... ....Initiate and lead open conversations with...SeniorPrivateFull timeH1b- Citigroup Inc. in Chicago seeks a seasoned Client Service Officer to deliver wealth management services to Citi Private Bank clients, coordinating with Banker teams to execute transactions and ensure compliance. You will manage client inquiries, maintain accounts, and...Private
$120.9k - $254.9k
...Audit Senior ManagerYour journey at Crowe starts here:At Crowe, you can build a meaningful and... ...Manager, you will further learn to lead, gain deep industry insight, and continue... ...experience in external audit working with Private Equity, funds and Fintech clients.Organization...SeniorPrivateHome officeCrowe
Chicago, IL4 days ago$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities: Tax Engagement Management Lead and manage tax engagements for high-net-worth individuals and private wealth clients. Review and oversee preparation of: Individual...SeniorPrivateFull timeLocal area$154k - $219k
...the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice... ...current on legislative changes, and lead change effectively; Conduct primary and... ...learn more about legislative changes, wealth transfer techniques, charitable giving...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Audit Lead. Be the first to apply!
Related searches
- director internal audit Chicago, IL
- pwc audit associate Chicago, IL
- external audit manager Chicago, IL
- audit manager Chicago, IL
- audit supervisor Chicago, IL
- kpmg audit associate Chicago, IL
- audit director Chicago, IL
- senior audit manager Chicago, IL
- audit associate Chicago, IL
- internal audit associate Chicago, IL