- US Bank (New York, NY)
- …in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and improve the effectiveness of ... coordination and oversight of audit activities related to the fiduciary products and services within US Bank's...providing strategic direction, leadership, and coordination of the relevant product and service cyclical risk-based audit plan… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …developmental programs, mentorships, and continuing education options. **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment ... investment advisory is expected to conduct reviews which can include - fiduciary and investment advisory reviews consistent with the Investment Advisers ACT… more
- Charles Schwab (San Diego, CA)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory , Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab ... Schwab Wealth Advisor. **_Senior Manager, Schwab Wealth Advisors_** work as a fiduciary within Schwab Wealth Advisory , Inc. (SWAI), a registered investment… more
- Bank of America (Pennington, NJ)
- Merrill Advisory Development Program Oversight Principal Jacksonville, Florida;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a ... leaders, Office Management Teams, Financial Advisors, Wealth Management Associates, Product Managers, and Control Partners to support the bank's responsible… more
- BlackRock (San Francisco, CA)
- …solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and ... Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub- advisory relationships USWAs mandate is to deliver One BlackRock to retail. **Role… more
- Truist (Philadelphia, PA)
- …and coach a team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division. Performance accountabilities and ... serve as first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals… more
- Bank of America (Atlanta, GA)
- …teams, Market Executives and Merrill Wealth Strategists to pursue opportunities for trust services , as well as provide fiduciary oversight and administration to ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers… more
- JPMorgan Chase (Miami, FL)
- …internal and external documents, and interfacing with JPMorgan's International Fiduciary Services division and other fiduciary service providers in the ... the creation and implementation of client solutions, marketing and new product offerings, and management of internal pipelines. The Wealth Advisor Professional… more
- M&T Bank (York, PA)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product , Financial Planning, Managed Accounts or ... Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity. **Education… more
- City National Bank (Newark, DE)
- **LEAD CLIENT SERVICES OFFICER** **WHAT IS THE OPPORTUNITY?** Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... development, retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB policies and… more
- M&T Bank (Lancaster, PA)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product , Financial Planning, Managed Accounts, or ... Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity. + This… more
- Trinity Health (Livonia, MI)
- …reduction targets and productivity improvement objectives are met, while cultivating service / product quality and customer satisfaction. Ensures the Vice ... objectives, and strategies. Oversees the day-to-day management of the region's Hospitality Services programs and ensures program service support objectives are… more
- NJEDA (NJ)
- …of the respective products all while maintaining the highest level of fiduciary responsibility. $129,744 - $162,180 Note: The NJEDA currently offers a hybrid ... CEO and Executive Committee and the EDA Board on program execution, high-profile product opportunities, and challenges. + Serve as the EDA's expert on other… more
- BlackRock (Chicago, IL)
- …Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, ... to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives. **Job Description:** The… more
- BlackRock (Princeton, NJ)
- …and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the ... Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the company ... by combining the traditional roles of the Financial Advisor and Service Associate. Fosters and assists in the development of relationships with new clients in a call… more
- CIBC (San Francisco, CA)
- …and timeframes, while accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working with external ... about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex transactions required to… more
- Truist (Atlanta, GA)
- …investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services * Advance and proven knowledge of deposit, credit and ... of a broad range of investment, credit, and banking products and services (financial planning, portfolio management, personal trust and estate planning, insurance… more
- Truist (Atlanta, GA)
- … and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services , and insurance services ) in a manner that ... Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth… more
- Truist (Charlotte, NC)
- … and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services , and insurance services ) in a manner that ... Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth… more