- Macpower Digital Assets Edge (New York, NY)
- …engagement activities in relation to our active investment strategies, consistent with our fiduciary duties as an asset manager to seek the best risk-adjusted ... the manner most consistent with corporate governance policies and fiduciary responsibilities. Collaborating with client-facing and communications colleagues to… more
- First Horizon (Knoxville, TN)
- …listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality ... fiduciary services. Officer assumes primary responsibility for overall client...primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate… more
- Freeway Insurance Services America LLC (Portland, OR)
- …for career advancement. Come Grow With Us ! What You Will Do: The Store Manager is the driving force behind our business. This exciting position will challenge your ... Previous experience leading, coaching, and mentoring sales teams Understanding of fiduciary duty and maintaining high levels of integrity and ethics Ability… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- Job Description We are on the lookout for a talented Audit Manager to join our Asset and Wealth Management Internal Audit team. This is your opportunity to play a ... role in enhancing our organization's governance and operational excellence! As an Audit Manager on the Asset and Wealth Management Internal Audit Team, you will… more
- EisnerAmper LLP (New York, NY)
- …and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. ... field is required 8+ years of tax compliance, specialization in individual, fiduciary , estate and gift taxation Recent Public Accounting experience CPA or IRS… more
- State of Colorado (Denver, CO)
- …financial integrity of all business transactions throughout the Region by meeting its fiduciary responsibilities to the public. This unit acts as a liaison to CDOT ... payable and receivable About the Position As the Business Manager , you will plan, direct, and manage the business...be invited to schedule an interview with the hiring manager . Transfer, Non-Disciplinary Demotion or Reinstatement If you believe… more
- Crossroads Staffing Services (Westlake Village, CA)
- Job Description Community tax practice needs a tax manager -near future partner who can interview a client as well as prepare and review individual, partnership, LLC, ... S-corporation, C-corporations, fiduciary income tax returns at every level. Whereas there...clients and prepareing and individual, partnership, LLC, S-corporation, C-corporations, fiduciary income tax returns. Exp reviewing junior staffs work… more
- Advisor Employee Services (Denver, CO)
- …of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC ... Skills Highly Organizational Advanced Computer Skills Responsibilities Private Wealth Manager : Licenses - Maintain in good standing all required...B/D and regulators. E&O - Maintain active E&O insurance. Fiduciary - Act as a fiduciary for… more
- Hancock Whitney Corp. (Tampa, FL)
- …and logging into your account. JOB FUNCTION / SUMMARY: Trust Relationship Manager 3's manage and develop complex wealth management client relationships during the ... including estates, trusts, guardianships, and agency relationships. As well as fiduciary services, investment management services, and other types of accounts.… more
- Wellington Management Company (Boston, MA)
- …our clients' investment expectations, we are seeking to recruit an experienced Portfolio Manager to join our EMD portfolio management team to be based in Boston ... for the role: * Investment acumen - The Portfolio Manager will have emerging market debt expertise and a...and with other investors; *Ability and willingness to travel; * Fiduciary and client oriented mindset; *Excellent academic credentials; an… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …approach to risk identification and mitigation, especially tailored to banking and fiduciary service operations. You will serve as a trusted advisor to senior ... to enterprise-wide AML risk assessments, particularly with insights specific to fiduciary relationships and bank products Foster a high-performing team culture by… more
- Brown Brothers Harriman & Co. (Boston, MA)
- …the right place to build a fulfilling career. Join us as a Relationship Manager IV BBH Capital Partners is the trusted and preferred advisor for private businesses, ... differentiated results. Brown Brothers Harriman is currently recruiting for a Relationship Manager IV to join our Capital Partners, multi-family office (MFO) team in… more
- TD Bank Group (Manchester, NH)
- …Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and planning for an assigned ... to obtain tax information, prepare and file applicable federal and state fiduciary income tax returns, and ensure appropriate planning is conducted and completed.… more
- Esri (Redlands, CA)
- …ability to analyze competitive dynamics to maintain business competitiveness Exceptional fiduciary and business acumen, with a collaborative approach to complex ... negotiations, consistently achieving stellar results Strong quantitative, analytical, and problem-solving abilities, with a keen attention to detail and the capacity to build consensus among diverse stakeholders Proven ability to analyze and document complex… more
- RightWorks (Salem, OR)
- Tax Manager - Trusts & Estates About the Opportunity Our client, a mid-sized accounting and advisory firm, is currently seeking a Tax Manager in Salem, Oregon. ... for the accurate, efficient and timely preparation of estate, gift and fiduciary tax returns, as well as corporate, pass-through entities and individual returns.… more
- Baptist Health (Lexington, KY)
- …perform front office duties under the general direction of the Clinical/Practice Manager or designee. These duties include, but are not limited to, greeting ... flow; switchboard; and medical records management. Customer service, clerical skills, fiduciary responsibility, and accuracy are extremely important in this role.… more
- Members Choice Credit Union (Houston, TX)
- …would fit our member's financial needs. Provide supervisory duties and assist manager with all branch management including scheduling, coaching and backup when ... all types of new memberships including IRA's, Business accounts, Fiduciary , POA and online account opening; issue/order Debit cards,...Balance end of each workday as assigned by the manager as well as balance vault or cash dispensers;… more
- Aon Corporation (Chicago, IL)
- …for clearance and resolution of OOB positions for all Trade and Non/ Fiduciary intercompany balances Manage the settlement process of Intercompany balances Perform PL ... & BS Trade Template Submission Support Revenue Manager with external and internal audit inquiries and assist in providing supporting documentation for requests… more
- Nationwide Mutual Insurance Company (Atlanta, GA)
- …Staffing exceptions to the above must be approved by the hiring manager 's leader and Human Resources Business Partner. Values: Regularly and consistently ... a somewhat different combination of duties. Credit/Background Check: Due to the fiduciary accountabilities of this job, a valid credit check and/or background which… more
- Titan (New York, NY)
- About Titan Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth ... clarity to complex challenges. A strong sense of responsibility and integrity. We're a fiduciary of our clients and we always act with their best interests at heart.… more
