PWM Risk, Vice President
Core
Identify, assess, monitor, and mitigate risk across Private Wealth Management (PWM) business activities for ultra-high net worth clients.
Role type
Vice President, Risk Management (PWM)
Builds
Risk control environment, audit materials, and reporting processes for PWM.
Domain
Financial Services / Wealth Management / Risk Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Risk identification and assessment, audit leadership, regulatory compliance, investment product knowledge, process automation, stakeholder coordination, issue escalation management, policy adherence, analytical capability, attention to detail
Preferred skills
Ultra High-Net Worth client experience, Family Office background, MBA
Technologies
Microsoft Office (Outlook, Excel, Word, PowerPoint), AI tools
Responsibilities
Partner with business leaders and advisors to understand business-specific risks, lead risk-related audit activities, review risk indicators, support issue escalation, ensure adherence to policies and regulatory expectations, document key processes and controls, track remediation.
Seniority
Vice President, strategic leadership with hands-on execution