- Neuberger Berman Group LLC (New York, NY)
- …Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary businesses ... dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer... Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight… more
- US Bank (Milwaukee, WI)
- …Day One. **Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global ... stakeholders to identify, evaluate and create plans to mitigate fiduciary risk within the Trust entities' products,...plans to mitigate fiduciary risk within the Trust entities' products, services and strategic initiatives. + **Compliance… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... investment objective is appropriate for the needs of the trust and applicable fiduciary law and that...fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required… more
- JPMorgan Chase (New York, NY)
- …of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency ... through a provision in his will, it is the Trust Officer 's role to oversee the administration...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- JPMorgan Chase (New York, NY)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required...Trust and Estate business; either at a corporate fiduciary or a law firm * Solid Client Relationship… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... with Investors. + Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Hills Bank (Cedar Rapids, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the ... and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate planning for… more
- Lilly (Indianapolis, IN)
- …Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible for the ... meetings and annual Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA, DOL, and SEC requirements, maintaining robust… more
- North Carolina Central University (Durham, NC)
- …projections and fiscal planning), work order coordination, inventory and fiduciary responsibilities, and university chargebacks. Additionally, this position will ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more
- Neuberger Berman (New York, NY)
- …Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary businesses ... dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer... Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight… more
- Citigroup (Miami, FL)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... Job Description A Service Officer provides service support to the Citi Private...verbal and written communication skills. + Knowledge of banking, fiduciary , credit and investments required. + Excellent client facing… more
