- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | ... outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals. + Lead team to achieve business objectives and… more
- Wells Fargo (Chicago, IL)
- … Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible for offering personalized advice and ... fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive… more
- US Bank (Kansas City, MO)
- …excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies, ... and procedures. + Identify and resolve fiduciary risk issues. + Provide strategic advice and guidance...changes driven by risk, statutory, or regulatory developments. + Lead internal policy, process, and procedure development to manage… more
- Tucson Electric Power (May, OK)
- **Energy Resources NERC Compliance Specialist I-II** Company **Tucson Electric Power** Location **Location base is flexible & may require travel - see details in ... (https://youtu.be/7BECywu-Re4) . **Job Description - Energy Resources NERC Compliance Specialist I-II** **Internal Posting Expires: 7/22/2025** **Position Description** The… more
- KeyBank (Amherst, NY)
- …and/or fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and Fiduciary ... Trust lines of business, products, and functional activities. Individuals lead the design and execution of testing and continuous...members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth… more
- TD Bank (Greenville, SC)
- …the lending activities of Wealth Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc ... manage regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and… more
- City National Bank (Charlotte, NC)
- …Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- ITT (Stamford, CT)
- …including RFP processes, contract negotiations, and service level agreements. + Lead governance efforts including plan audits, fiduciary reviews, and ... systems and benefits platforms. **Certifications (Preferred)** + CEBS (Certified Employee Benefit Specialist ) + SPHR ( Senior Professional in Human Resources) +… more
- Truist (Charlotte, NC)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- First Horizon Bank (Kingsport, TN)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more