Insight Global's client is looking for a senior auditor that has prior banking experience and exposure to wealth management. This person will oversee and manage portions of a full lifecycle and complete complex testing to help more junior staff. You will be responsible for the execution of risk-based internal audits in and the annual audit plan, as well as assisting with other audit advisory services and special projects. Then role will focus on the Wealth Management line of business audit portfolio, which includes fiduciary account administration, investment management, and private banking.
* 2-3 years of internal audit experience (leading/ managing full audit lifecycle)
* Large banking experience - Chase, Northern Trust, SBV, Wells Fargo, BoA, BMO, Citi, Truist, City National Bank (CNB)
* Exposure to Wealth Management industry OR Private Banking Experience (working with high-end clients)
* Exposure to Regulation 12 or CFR 9 (fiduciary regulation)
* CPA, CIA, CFIRS, or MBA certifications
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.