- Wells Fargo (Winston Salem, NC)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manager to support Closely Held ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- City National Bank (New York, NY)
- * SENIOR FIDUCIARY BUSINESS CONTROL MANAGER * *WHAT IS THE OPPORTUNITY?* This position will work directly with the City National Bank's ("CNB") and Business ... Control Officer ("BCO") and senior management of wealth management division of the organization....review and implementation of Policies and procedures related to fiduciary governance and will partner with the Controls Leadership… more
- Comerica (Farmington Hills, MI)
- Job Description Fiduciary Services Accounting Manager The Fiduciary Services Accounting Manager is responsible for ensuring Controller department ... maintains effective partnership with the Organization's fiduciary services product delivery. Fulfilling this responsibility includes overseeing the accounting,… more
- JPMorgan Chase (New York, NY)
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance , you are at the center of keeping JPMorgan Chase strong and resilient. You help the ... customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging...- Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director within the IR&A's Client Risk… more
- Charles Schwab (Westlake, TX)
- …The Compliance Reporting, Communications and Policy (CRCP) team is looking for a Senior Manager for the Compliance reporting and governance team (CORE), ... reporting to the Sr. Manager People Leader- Compliance Reporting. The Senior Manager ...risk committees, including the Corporate, Bank, Personal Trust Service, Fiduciary and Conflicts of Interest Compliance Risk… more
- BMO Financial Group (Chicago, IL)
- A seasoned AML professional with expertise in all aspects of OFAC Compliance and experience managing a team of investigators who review moderate to complex sanctions ... the Annual Report of Blocked Property + Working knowledge of other Sanctions Compliance Programs (eg Canada, UK, EU, etc.) + Advising on Real-Time business deal… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance… more
- PNC (Birmingham, AL)
- …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
- BMO Financial Group (New York, NY)
- …the office each week is the expectation Our team is growing its Fixed Income Compliance team in New York with a focus on FINRA and SEC broker-dealer requirements and ... other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific...are met. You will have a specific focus on compliance oversight over BMO's Fixed Income activities, and maintain… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Join us! This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… 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 (Philadelphia, PA)
- …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 (Conshohocken, PA)
- Senior Trust Officer Conshohocken, Pennsylvania;Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Description** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… 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
- 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
- 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
- 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
- Bank of America (Florham Park, NJ)
- Trust Senior Associate - Private Bank Florham Park, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a… more
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