- Moneta (St. Louis, MO)
- …to meet the needs of those we serve. Job Description Job Summary The Senior Investment Research Analyst leads public markets manager research, overseeing over ... provides regular internal content to keep advisors and clients informed on manager updates, commentary, and performance. Partners with senior staff to… more
- Northern Trust (Greenwich, CT)
- …sophisticated clients using leading technology and exceptional service. Account Manager , Wealth Management Advisory Under general supervision (but works ... supporting/servicing team client relationships by coordinating administration of complex fiduciary , investment management, estate settlement, guardianship, and/or custody accounts.… more
- KForce (Woodbury, NY)
- …experience Comprehensive benefits package including 401(k).Summary:In this role, the Tax Manager / Senior Manager will handle compliance with local, state, ... Woodbury Long Island, NY area, is seeking a Tax Manager / Senior Manager who is looking...and federal tax regulations for Individual, Fiduciary , Corporate, Partnership, and Multistate returns while leading a… more
- Jordan Park Trust Company (Portsmouth, NH)
- …the company and client-specific levels. Assisting tax preparers with annual fiduciary return preparation, ensuring tax compliance , and coordinating quarterly ... challenges to empower clients to achieve their intended outcomes. Senior Associate, Trust Officer - New Hampshire We are...a select book of client accounts, primarily consisting of fiduciary accounts for which Jordan Park Trust Company (JPTC)… more
- Forth Recruiting (Huntington Beach, CA)
- About the job Tax Manager - Huntington Beach, CA The Company Having formed the Company in 2020 with two employees, this client has grown to over 40 employees within ... specializing in Trust and Estate work. They seek a manager to help maintain and grow their Trust and...The successful candidate will become a member of the senior management team and will work closely with other… more
- Wells Fargo (Coral Gables, FL)
- …It all begins with you. About this role: Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services ... WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services...within wealth client management. + Assess risk and ensure compliance with banking regulations related to on going asset… more
- BMO Financial Group (Los Angeles, CA)
- **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....and procedures. You will have the opportunity to advise senior leaders on risk and legal issues arising out… 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 ... PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high-profile relationships. Ensures compliance with all… more
- Raymond James Financial, Inc. (Denver, CO)
- …Raymond James and potentially support any potential initiatives with the new Fiduciary Rule, if/when finalized. + Oversees compliance exception reporting ... and skills obtained through education and experience in retirement plan and/or recordkeeper compliance to administer and manage ERISA and DOL compliance for the… more
- BMO Financial Group (Barrington, IL)
- …expertise for all aspects of investment management and administration to ensure compliance . Works collaboratively within the branch and the regional team as part ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Compliance Program Manager Sr within PNC's Enterprise Compliance - AMG ... the identified risks to business partners. If necessary, escalates identified risks to senior team members. Identifies compliance impact on matters such as… more
- PNC (Cleveland, OH)
- …at manager 's discretion. Preferred Qualifications: *Prior working experience in Compliance or Audit *Knowledge of fiduciary activities specific to 12 ... to the company's success. We are looking to hire a Compliance Program Specialist Senior within PNC's Independent Risk Management's Compliance organization… more
- Bank of America (Norfolk, VA)
- Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/ Senior -Trust-Officer\_25014342-2) **Job Description:** At Bank of America, we are… more
- Whirlpool Corporation (Benton Harbor, MI)
- …Whirlpool Corporation is currently seeking a qualified candidate to fill a critical Senior Global Benefits Manager role located at our Global Headquarters in ... Benton Harbor, Michigan. This role is a 5-day, in-office role. The Senior Global Benefits Manager is responsible for the strategic design and oversight of our… more
- Trinity Health (Athens, GA)
- …and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager informed of issues affecting ... Type:** Full time **Shift:** **Description:** **POSITION PURPOSE** Functions as General Manager responsible for the oversight and coordination of the day-to-day… more
- PNC (Philadelphia, PA)
- …Responsible for the oversight of risk management strategies and program execution. Typically manages manager (s) and serves as a senior risk advocate for the risk ... and have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you will be… more
- SMBC (Brea, CA)
- …Real Estate Loans, Cash Management Services, International Services **Role Description** The Senior Relationship Manager (RM) position is an integral component ... retention of existing accounts and growth of deposit balances. . Assists the Area Manager in implementing the sales culture and functions as the account manager … more
- Robert Half (Dallas, TX)
- …Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with federal ... Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The… more
- First Horizon Bank (Miami Beach, FL)
- …associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business lending solutions ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- USAA (San Antonio, TX)
- …us special and impactful. **The Opportunity** As a dedicated **Capital Project Manager Senior ,** you'll lead and coordinate construction projects and suppliers, ... Services' standards and guidelines deliver intended business benefits. + Ensure compliance in project design and construction deliverables with authorities having… more
