- Citigroup (New York, NY)
- The Senior Audit Manager is a senior level management position responsible for managing a complex and critical unit within Internal Audit, in coordination ... with the Audit team. The overall objective of this role is to develop and execute a robust Audit Plan, and direct complex audit activities for a component of the business at a regional or country level. **Responsibilities:** + Manage a team of Internal Audit… more
- Wells Fargo (Dallas, TX)
- …**About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and ... outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary ...with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in… more
- BMO Financial Group (Los Angeles, CA)
- **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....and procedures. You will have the opportunity to advise senior leaders on risk and legal issues arising out… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor II within PNC Private Bank organization, you will be based in ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion PNC will not provide sponsorship for employment visas or participate… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset… more
- KeyBank (Seattle, WA)
- … service to nonprofit, public, corporate, government, and Tribal Nation clients. The Senior Relationship Manager (SRM) leads the execution of the Institutional ... the Institutional client segment and oversee the delivery of fiduciary advice to IA clients. Every SRM has an...clients, referrals from clients, internal partners, and COIs. The Senior Relationship Manager drives current relationships forward,… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY My client, a public accounting firm in Northern ... Baltimore County, is searching for a Senior Tax Associate or Tax Manager -...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial… more
- BMO Financial Group (Chicago, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Charles Schwab (Westlake, TX)
- …in the United States on a full-time basis without employer sponsorship.** The ** Senior Client Service Manager , Relationship Management** plays the critical role ... understanding of available solution sets to achieve successful outcomes. The ** Senior Client Service Manager , Relationship Management** will work together,… more
- BMO Financial Group (Chicago, IL)
- …with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory ... with incorporating compliance requirements into these initiatives. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Comerica (Dallas, TX)
- Job Description Institutional Trust Senior Relationship ManagerThe Senior Relationship Manager role will oversee the administration of all assigned client ... procedures. Contribute to department annual new business goal. Interact with Unit Manager and schedule and conduct client calls/annual reviews in accordance with… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: + Maintaining...business. + Support our in-house 3(21) & 3(38) ERISA Fiduciary program. + Creating and reviewing reports related to… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced, and growth-oriented National ESOP (Employee Stock Ownership Plan) Lender and Subject Matter ... calling, transaction structuring guidance, and ESOP education. * Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary … more
- PNC (Philadelphia, PA)
- …Responsible for the oversight of risk management strategies and program execution. Typically manages manager (s) and serves as a senior risk advocate for the risk ... and have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you will be… more
- Truist (Raleigh, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- KeyBank (Amherst, NY)
- …and in collaboration with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk ... apply those to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit strong leadership, initiative, and… more
- Robert Half Finance & Accounting (St. Petersburg, FL)
- Description We are looking for an experienced Senior Tax Manager to join our team in St Petersburg, Florida. In this role, you will play a key part in overseeing ... prepare federal and state income tax returns for individuals, businesses, fiduciary trusts, estates, and tax-exempt organizations. * Establish and maintain strong… more
- USAA (San Antonio, TX)
- …us special and impactful. **The Opportunity** As a dedicated **Capital Project Manager Senior ,** you'll lead and coordinate construction projects and suppliers, ... business leaders to meet project business goals while maintaining strong fiduciary and scheduling controls. + Develops and maintains communication plan with… more
- Robert Half Finance & Accounting (Sioux City, IA)
- Description We are looking for an experienced Senior Manager to join our client's team in Sioux City, Iowa. This position offers the opportunity to lead client ... preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic… more
- Robert Half (Dallas, TX)
- …Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing...be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of… more