• Fiduciary Officer

    Neuberger Berman (New York, NY)
    The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional , Private ... (OCIO) clients which are primarily endowments, foundations and pension funds. The Fiduciary Officer will be the daily business owner of a variety of client… more
    Neuberger Berman (04/15/25)
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  • Wealth Management, Trust & Estates,…

    JPMorgan Chase (New York, NY)
    …of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency ... through a provision in his will, it is the Trust Officer 's role to oversee the administration...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
    JPMorgan Chase (03/07/25)
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  • Investment Oversight Manager

    Neuberger Berman (New York, NY)
    Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary businesses ... dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer... Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight… more
    Neuberger Berman (05/28/25)
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