Managing Director, Internal Audit - Client & Product
charles schwabOmaha, NE
Managing Director, Internal Audit - Client & Product
L7
charles schwabOmaha, NE6 days ago
Industries
Portfolio Management and Investment AdviceOther Management Consulting ServicesOffices of Certified Public AccountantsCharles Schwab seeks a Managing Director, Internal Audit, Client and Product Distribution to lead audits across client acquisition, service, and distribution activities. You will drive risk assessments, issue validation, and regulatory interactions while guiding a large portfolio.
The role emphasizes data analytics and AI opportunities, collaboration with senior stakeholders, and governance improvements within a brokerage/wealth management context. CPA/CIA/CFSA/CPA preferred.
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Level
ManagerL7
Location
Omaha, NE
Occupation
Accountants and Auditors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago
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