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Swoon

Senior Audit Manager, Wealth Management

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What they do

An Audit Manager manages the process of examining records to determine the financial status of a company or organization. Inspects accounts and account books, prepares reports on the accuracy of internal financial records and accounting procedures. May supervise accountants and bookkeepers during the auditing process

$127,413 / year median in Illinois

-1% projected decline

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Job Description

Senior Audit Manager, Wealth Management at Swoon Senior Audit Manager, Wealth Management at Swoon in River Grove, Illinois Posted in about 13 hours ago.

Type:

full-time 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 advisory, trust/fiduciary activities, and personal banking and can provide strategic risk insight to senior stakeholders. ???? What you'll do:

  • Lead complex, risk-based internal audit engagements across the Private Wealth portfolio
  • Develop audit scope, risk assessments, project plans, resources, timelines, and deliverables
  • Assess emerging business and regulatory risks and translate them into effective audit coverage
  • Review audit findings and reports and communicate recommendations to senior management
  • Build strong relationships with business leaders and provide practical risk and control guidance
  • Lead, coach, and mentor audit professionals while maintaining high-quality audit standards ???? What we're looking for:
  • Extensive progressive internal audit experience
  • Experience within a large U.S. bank, wealth management firm, trust company, or Registered Investment Advisor (RIA)
  • Strong knowledge of investment, advisory, wealth management, trust, and fiduciary risks and controls
  • Bachelor's degree in Accounting, Finance, or a related field
  • Strong executive communication, relationship management, and project leadership skills
  • CFA, CFIRS, CPA, CIA, or relevant securities licenses are a plus Interested or know of anyone who is?

Apply today!