- 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
- Citigroup (Sioux Falls, SD)
- …ID #24732455. EO Employer. Wage Range: $181,085 to $181,085 Job Family Group: Private Client Product Services Job Family: Trust Fiduciary Services **Job ... identify and mitigate operational risks and re-engineering procedures to enhance service quality. Ensure that fiduciary documentation adheres to internal… 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
- 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 (Atlanta, GA)
- …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
- M&T Bank (Timonium, MD)
- …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 (Barre, VT)
- …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
- 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
- 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
- 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 (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
- Truist (Dallas, TX)
- … 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
- Trinity Health (Berwyn, IL)
- …reduction targets and productivity improvement objectives are met, while cultivating service / product quality and customer satisfaction. Ensures the Regional ... of the day-to-day operations of the Regional Health Ministry's (RHM) Environmental Services (EVS) Department of a single hospital or multi-site hospitals. Monitors… more
- Aegon Asset Management (CA)
- …Brand; Corporate Affairs; Risk; and Technology). Job Description Summary Provides educational and advisory services to one or more clients virtually or in ... Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have… more
- US Bank (Charlotte, NC)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow ... estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in… more