- Wells Fargo (Las Vegas, NV)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client & Advisor ... outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals. + Lead team to achieve business objectives and… more
- TD Bank (Charlotte, NC)
- …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
- 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
- KeyBank (Brooklyn, OH)
- …Regulation 9, SEC, DOL, and ERISA requirements. **Preferred Qualification** + Certified Fiduciary & Investment Risk Specialist (CFIRS) **Tactical Skills** + ... Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's...plan, and provide support during audit projects to project lead and staff. This individual will be responsible for… more
- North Carolina Central University (Durham, NC)
- …projections and fiscal planning), work order coordination, inventory and fiduciary responsibilities, and university chargebacks. Additionally, this position will ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more
- Federal Reserve Bank (Newark, NJ)
- …open communication, integrity, teamwork, and respect. The OEB works with senior Federal Reserve System and affiliated management and human resources professionals ... President and Chief Executive Officer, Federal Reserve Bank of Atlanta + OEB Senior Leadership Team ( Senior Vice President of Health and Welfare Communications,… 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
- First Horizon Bank (Tampa, FL)
- …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
- 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