- Zions Bancorporation (Houston, TX)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in ... Houston, TX. A Fiduciary Services Manager develops new business and promotes trust products and services. A successful candidate will: administer large and… more
- US Bank (Chicago, IL)
- …Services products and services, key risk and regulatory themes spanning fiduciary and asset management topics, and continuous monitoring of strategic initiatives ... framework and supporting control processes. The Corporate Audit Services Audit Project Manager is also responsible for partnering with US Bank's Wealth Management… more
- NBT Bank (Syracuse, NY)
- …desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience ... in developing business and managing investment accounts Skills and Abilities: + Thorough knowledge of economics, markets (both equity and fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate… more
- Fifth Third Bank, NA (Columbus, OH)
- …banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for driving sound fiduciary decision making and risk management strategies for the Investment Management & ... Trust (IM&T) business in multiple, assigned regions by implementing consistent fiduciary behavior and encouraging consistent client service across the IM&T book of… more
- PNC (Pittsburgh, PA)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by ... opportunity to contribute to the company's success. As a Fiduciary Advisor I within PNC Private Bank organization, you...PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and … more
- Fiduciary Real Estate Development (Verona, WI)
- …solve? Do you enjoy working in a fast-paced environment? If so, our Property Manager - Lease Up opening at Fiduciary Real Estate Development's newest property, ... Property Manager - Lease Up Are you energized by a dynamic work environment? Are you passionate about customer service and take pride in your abilities to… more
- Fiduciary Real Estate Development (Pewaukee, WI)
- Assistant Property Manager at Saddle Brook Apartments Are you energized by a dynamic work environment? As an Assistant Property Manager , you would be responsible ... within the property management industry. Join us as a Full-Time Assistant Property Manager at Saddle Brook Apartments in Pewaukee! With over 35 years of industry… more
- Fiduciary Real Estate Development (Greenfield, WI)
- …unresolved maintenance issues or concerns are promptly communicated to the Property Manager for resolution. + Assist in the completion of preventative maintenance ... (PM) tasks to eliminate untimely and costly breakdowns in equipment, appliances, etc. + Perform on-call emergency service, as required, within a rotation shared with other maintenance employees within the region. General Requirements: + Passion for delivering… more
- Fiduciary Real Estate Development (Middleton, WI)
- …Ensure that any unresolved maintenance issues or concerns are reported to the Property Manager Schedule: Monday - Friday 8am - 5pm; on call rotation The FRED ... Benefit: Work in a high-energy environment where people care about and support one another. FREDs growth fuels career opportunities and advancement for our team members. We also offer one of the most comprehensive benefits packages in the industry, which… more
- Truist (Charlotte, NC)
- …to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment ... geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth...and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver … more
- The MITRE Corporation (Bedford, MA)
- …for the customer and for MITRE as a whole. + As part of that fiduciary perspective, the Senior Financial Manager must ensure strong operating financial controls ... MITRE-and make a difference with us. MITRE's Finance organization is seeking a Senior Manager to serve as the lead business partner for the Joint and Service… more
- JPMorgan Chase (Newark, DE)
- …to senior leadership? Then you've found the right role! As a Control Manager - Vice President in the Wealth Management Solutions Control Management team, you ... will be responsible for helping to ensure compliance with our fiduciary obligations, managing operational risk on behalf of the Wealth Management Solutions business… more
- Zions Bancorporation (Salt Lake City, UT)
- … asset management services. Responsibilities Wealth Management Supervisory Manager provides leadership, analytical skills, and innovative thinking necessary ... those changes. We are currently seeking a Wealth Management Governance & Regulatory Program Manager within the EWM Team to perform critical functions as part of the… more
- Bank of America (Florham Park, NJ)
- Closely Held Asset Manager Chicago, Illinois;Dallas, Texas; Florham Park, New Jersey **Job Description:** The Investment Solutions Group (ISG) provides investment ... solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank...Business Group seeks to fill a Closely Held Asset Manager /Specialty Asset Manager position, focused on the… more
- Subaru of America (Camden, NJ)
- …and state audits related to SOA's compensation and benefit programs. Plan Fiduciary and member of SOA's Retirement Committee. Manages Payroll section. Major ... compliance and proper documentation requirements are met for fulfilling internal fiduciary policies and procedures regarding discretionary actions and all other… more
- Robert Half Finance & Accounting (Lynnwood, WA)
- Description We are in search of a Tax Manager who will be an integral part of our team. Based in Lynnwood, Washington, this role is central to our operations within ... the public accounting industry. As a Tax Manager , your key responsibilities will revolve around tax planning,...Manage the tax production team specializing in entity, individual, fiduciary , and gift/estate taxation * Plan and execute client… more
- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio Manager Charlotte, North Carolina **Job Description:** **Role Summary:** This investment management role is part of the ... in accordance with ERISA and as an ERISA plan fiduciary Support the administration of the plans. Plan administrators...used to manage and evaluate the plan assets and manager performance + Supports the quarterly and annual financial… more
- Commerce Bank (Leawood, KS)
- …customized wealth management solutions for a portfolio of relationships comprised of fiduciary , investment management, and custody clients, and in their role as ... relationship manager is accountable for the overall client experience. The...and expert resources to ensure integrated delivery of investment, fiduciary , tax, estate settlement, insurance, planning, credit and banking… more
- Bank of America (Philadelphia, PA)
- Portfolio Manager II Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of management or… more
- MassMutual (Windsor, CT)
- …Bank and a wholly owned subsidiary of MassMutual. As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow, and ... and provide daily oversight while operating as the relationship manager and main point of contact. + Partner with...+ Analyze client inquiries and requests, utilizing product and fiduciary knowledge as well as available resources and support… more