- Citizens (Providence, RI)
- Description The Fiduciary Business Support Manager I is responsible for management and execution of key fiduciary services governance activities associated ... fiduciary committees associated with CFG's Delaware limited purpose trust company as well as those of the Bank...committee secretariat and executing on the secretariat's responsibilities. The Fiduciary Business Support Manager I will assist… more
- Truist (Richmond, VA)
- …to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- NBT Bank (West Hartford, CT)
- …level of knowledge and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief ... - $116,307.00 Responsible for expert level administration of a significant group of sensitive accounts, including trusts, estates and agencies. Maintains the… more
- Neuberger Berman (New York, NY)
- …level advice to Neuberger Berman's trust company and ensure that the trust company's fiduciary responsibilities are properly discharged. + Review and approve ... guidance with respect to the regulatory requirements and our fiduciary responsibility to clients to the portfolio management teams,...an asset management firm, or in the asset management group at a law firm with significant private wealth… more
- Wells Fargo (Charlotte, NC)
- …seeking a Closely Held Asset Management Senior Manager for the Specialty Assets group as part of Trust Services in Wealth & Investment Management (WIM). ... a complex portfolio of assets in accordance with the governing instruments, fiduciary laws, bank policies and procedures + Manage staff levels including selection… more
- PNC (Columbus, OH)
- …have an opportunity to contribute to the company's success. As an Asset Management Group Intern within PNC's Asset Management Group organization, you will be ... based throughout PNC's footprint. **Job Description** **Asset Management Group Undergraduate Intern** As a PNC Intern, you will participate in a "best-in-class"… more
- PNC (Louisville, KY)
- …opportunity to contribute to the company's success. As an Asset Management Group Development Program Analyst/Associate within PNC's Asset Management Group ... based in Charlotte, Louisville, or Irvine. **Job Description** **Asset Management Group Development Program Analyst/Associate** By joining one of PNC's Development… more
- Bank of America (Seattle, WA)
- …financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services ... Portfolio Manager III Seattle, Washington **Job Description:** **Job Description:**...and operations necessary to service clients. + Knowledge of fiduciary standards, principles and applicable laws and regulations usually… more
- BMO Financial Group (Chicago, IL)
- …with business/ group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/ group on implications of new ... and external stakeholders. + Builds effective professional relationships with business group , internal/external stakeholders and trust with regulators. +… more
- BMO Financial Group (Chicago, IL)
- …with business/ group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/ group on implications of new ... group strategy. + Builds effective professional relationships with business group , internal/external stakeholders and trust with regulators. + Analyses… more
- Wells Fargo (St. Louis, MO)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust ... centers of excellence to support all client coverage channels. **Banking, Lending, & Trust ** is a center of excellence that brings teams and functions currently… more
- Tucson Electric Power (Kingman, AZ)
- … - UEE Business Reporting Unit: UNSE Kingman FLSA Status: Exempt Level: Manager EEOC Category: First/Mid-Level Officials EEOC Job Group Managers Does this ... **District Manager , UniSource Energy Electric** Company **UniSource Energy Electric**...our local efforts to strengthen our culture of safety, trust and integrity, inclusion and collaboration, learning, innovation and… more
- CACI International (Chantilly, VA)
- …Business Manager serves as the corporate finance lead with fiduciary responsibility for all internal financial reporting, briefings, and accountability of ... Business Manager Job Category: Finance and Accounting Time Type:...valued team member, you'll be part of a high-performing group dedicated to our customer's missions and driven by… more
- Wellington (Boston, MA)
- …the capital structure. Wellington Management's Global Investment Research (GIR) group delivers deep, differentiated research targeted towards areas of dispersion ... and alpha generation, across equity and fixed income. The group is organized into 12 teams, comprising of over...openness to continue learning, evolving and growing as a manager of investment talent. Superior collaboration and influencing skills:… more
- Medtronic (Boston, MA)
- …facility. We are seeking a highly skilled and experienced Senior IT Program Manager to lead the implementation of Product DNA with extensive experience in Regulatory ... hold self and others accountable by enforcing SPO's governance ( fiduciary responsibility amongst the stakeholders), defining accountability mechanisms for delivery… more
- SMBC (Brea, CA)
- …Relationship Management role + Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred but not required. + ... **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California… more
- CIBC (Boston, MA)
- …and monitoring incumbent managers on the investment platform, and providing manager information and client portfolio construction ideas to Relationship Managers. We ... derived from underlying strategy and financial market research. We serve in a fiduciary capacity for our clients by working closely with our relationship management… more
- Wellington (New York, NY)
- …**About the Role** **OVERVIEW** Wellington Investment Strategy and Solutions Group (iStrat) manages customized portfolios across multi-asset, fundamental factors and ... members of the FFP Team manage multi-factor portfolios, conduct market and manager research, and partner with clients on factor-based investment solutions, including… more
- CIBC (Chicago, IL)
- …CIBC US offer focuses on integrated relationship management, where Investment Management Trust , Fiduciary , Asset Management, and Wealth Strategies teams work ... of financial products and services to clients in the US Region. The group provides business strategy and integrated financial services to clients. Being in line… more
- Truist (Charlotte, NC)
- …skills 7. Contribute to a positive team environment that fosters cooperation, trust and group identity 8. Excellent interpersonal and relationship management ... a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients....at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of… more