Wealth ERM Risk Analyst supporting execution and evolvement of Enterprise Risk Management Framework. Collaborating with Wealth Division to track and monitor risk profiles and evaluate initiatives.
Responsibilities
Collaborate with the Wealth Division to independently track and monitor the function’s risk profile across all categories of risk and in relation to Board approved risk appetite levels
Develop and maintain strong working relationships across Wealth, interacting with Senior Management and the Wealth Division- Business Unit Risk Officer
Maintain a thorough understanding of the Wealth Division’s entities, products, services, and unique risks
Facilitate challenge of Wealth risk ratings and self-assessments to ensure appropriate measurement approach and rationale
Review and evaluate new Wealth business initiatives to identify changes to the overall risk profile of the Wealth Division
Contribute to the compilation of ERM materials (ERM Dashboard Ratings, Key Risk Indicators, etc.) reported to Executive Management and the Board of Directors (Management Risk Committee and the Board of Directors)
Stay up to date on emerging risks impacting the overall Wealth industry and WSFS Wealth Division
Provide thought leadership regarding all ERM program components; make suggestions to improve, streamline, and automate current practices and processes
Participate on special projects related to ERM. Topical areas may include Model Risk Management and Operational Risk Management.
Collaborate with Operational Risk Management and ERM Associates, as needed, to share Wealth knowledge and insight.
Requirements
Must have a Bachelor’s degree in Business Administration, Accounting, or other business-related field
MBA or graduate degree in business is a plus
Must have a minimum 3-5 years of relevant experience in Wealth Management (e.g., Private Wealth Management, Institutional/Corporate or Personal Trust, Global Capital Markets, etc.) and/or Risk Management
Knowledge and awareness of standard Wealth businesses, products and services, etc.
Must have strong oral and written communication skills and the ability to think critically and independently
Must be knowledgeable of relevant risks and laws, rules, and regulations impacting the Wealth business/industry (SEC, FINRA, OCC, etc.)
Chief Risk Officer at PJM managing enterprise risk and collaborating with executive leadership. Driving governance of strategic, operational, and financial risks in the energy sector.
Director of Data Governance & Insights Enablement overseeing data governance and analytics for Pfizer Patient Services. Leading a team to ensure compliance and data quality across operations.
Risk Decision Model Development - Assistant Vice President at Citi using Machine Learning techniques for Account Management Risk Models. Collaborating on model compliance and delivery with various teams.
Responsible for tax compliance and governance at Tigre, ensuring integrity across corporate systems. Managing audits, training staff, and updating tax rules within SAP and Tax One.
Corporate Governance Assessor at Sicredi, interacting with management and stakeholders. Responsibilities include organizing meetings, drafting minutes, and ensuring compliance with governance practices.
Senior leader within the First Line Risk & Control Office overseeing the Issue Management Program. Responsible for driving proactive risk management and governance across the firm.
Independent Panel Member providing oversight on governance, risk management, and compliance at the UK Civil Aviation Authority. Engaging with audit activities and supporting risk frameworks.
Data Risk Management Director managing data risk governance, reporting, and compliance for Early Warning Services. Collaborating with various departments to ensure data risk alignment and oversight.
Analyst optimizing fraud risk strategies for financial services at Early Warning. Collaborating with stakeholders to develop and implement fraud risk management strategies.