- Wells Fargo (Winston Salem, NC)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Winston Salem, NC)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Wells Fargo (Minneapolis, MN)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Minneapolis, MN)
- …(recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist ) to join the Trust Services team ... this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and...professionals responsible for the administration of trust and other fiduciary accounts + Administer a book of fiduciary… 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....financial services * * *Additional Qualifications* * Preferred Certified Fiduciary and Investment Risk Specialist (CFIRS) *… more
- PNC (Philadelphia, PA)
- …the company's success. We are looking to hire a Compliance Program Specialist Senior within PNC's Independent Risk Management's Compliance organization ... Preferred Qualifications: *Prior working experience in Compliance or Audit *Knowledge of fiduciary activities specific to 12 CFR 9 and/or ERISA *Ability to work… more
- Edward Jones (St. Louis, MO)
- …charitable organizations, and private foundations. **What You Will Do:** The Trust Senior Advising Specialist serves as a technical subject matter expert ... Responsibilities include: + Partner with EJTC areas (Administration, Investments, Fiduciary , Legal, New Business, Operations, Finance, Compliance) and EJ (DPM,… more
- Edward Jones (St. Louis, MO)
- …of managing client unique assets. **What You'll do:** As a Unique Asset Specialist , you will manage EJTC's unique asset holdings, end to end (pre-acceptance review, ... managing vendor relationships and accompanying Service Level Agreements + Knowledge of fiduciary principles and basic ability to interpret trust and other estate… more
- V2X (Melbourne, FL)
- …other company policies and procedures. + Supervisor level management of the fiduciary accounts with the Theater Property and the Installation Property Book Offices ... Driver's License, is required. + Preferred to have Certified Professional Property Specialist (CPPS) from the National Property Management Association (NPMA) but not… more
- Axis (Red Bank, NJ)
- …either in house or in private practice. Strong preference for additional Fiduciary /ERISA and/or Fidelity/Crime Claims experience as well. * Demonstrated ability to ... work independently as well as part of a team, interact with others, meet deadlines, and successfully perform in a fast-paced, changing work environment * Proficiency in drafting coverage correspondence, experience writing coverage letters, and other reporting… more
- Raymond James Financial, Inc. (FL)
- …approved by Human Resources. **Licenses/Certifications** + None required. + Certified Fiduciary Investment and Risk Specialist (CFIRS) preferred. **Education** ... As an individual contributor under general direction, uses knowledge of fiduciary principals and operations obtained through education and experience to conduct… more
- North Carolina Central University (Durham, NC)
- **Posting Details** Position Information **Position/Classification Title** University Program Specialist **Working Title** University Program Specialist ... position also assist with work order coordination, inventory control fiduciary responsibilities, securing information for university chargebacks and billing, and… more
- BlackRock (Princeton, NJ)
- …Description** **Due to our continued phenomenal growth, we are actively seeking senior , client-facing sales professionals with a proven successful track record of ... breadth of BlackRock's products (ETF, MFs, SMAs, Alts, Models).** **Models Specialist :** **responsible for accelerating the growth of Model Portfolios across our… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to deliver all non-investment… more
- City National Bank (Nashville, TN)
- *NEW BUSINESS SPECIALIST * WHAT IS THE OPPORTUNITY? To support and facilitate the New Business Department's trust client onboarding process and to support the ... or equivalent *Additional Qualifications* * 3+ years financial industry experience, fiduciary area preferred * Trust business experience and knowledge * Completion… more
- NRG Energy, Inc. (AR)
- …advancements in instrumentation and control systems. + Communicates regularly with senior management and provide status updates on engineering design and project ... personal accountability and leadership regarding safety, environmental, ethical, and fiduciary responsibilities + All other duties as assigned. Working Conditions:… more
- Citigroup (New York, NY)
- …specifically as it relates to counterparty credit limits, best execution, and fiduciary obligations. + Identify and present trading opportunities to capitalize on ... finance market thoughts and ideas to a larger audience including colleagues, senior management, and clients. EDUCATION: + Bachelor's / University Degree required.… more
- Tucson Electric Power (Tucson, AZ)
- …to Senior Paralegal** (in addition to responsibilities of a Paralegal II) A Senior Paralegal may be a specialist in one particular legal practice area or ... **Litigation Paralegal I, II or Senior ** Company **Tucson Electric Power** Location **Tucson, AZ**...may perform specialist -level responsibilities in a range of areas. In addition,… more
- BMO Financial Group (Chicago, IL)
- …regulatory risk. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... regulations and related marketing and advertising guidelines. + Serves as a specialist resource to senior leaders and stakeholders with advanced knowledge… more
- Regions Bank (Birmingham, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... into the careers section of the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for… more