This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group. Ensures timely financial regulatory filings with all regulatory agencies. Manages external audit relationships with the Bank's public accounting agency. Directs accounting, budgeting, and incentive compensation to ensure the financial accuracy and cost-effectiveness of department operations.
Responsibilities:Bachelor's Degree and 8 years of experience in Brokerage Finance OR High School Diploma or GED and 12 years of experience in Brokerage Finance
License or Certification Type Preferred: Finance and Operations Principal Series 27, 24, 7, 63, 65/66, 53
People management experience preferred
Skill(s): Knowledge of accounting, securities industry rules and regulations, and computer programming logic
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here:
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