- 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 Wealth Management ... of Collective Investment Trusts (CIT) as well as Outsourced Chief Investment Officer (OCIO) clients which are...which are primarily endowments, foundations and pension funds. The Fiduciary Officer will be the daily business… more
- Novant Health (Winston Salem, NC)
- Job Summary The SVP, Chief Health Informatics Officer (CHIO) reports directly to the EVP, Chief Medical Officer (CMO) and is responsible for designing ... will partner closely with all clinical leaders including the Chief Medical Officer (CMO), Chief ...and strive to expand context every day. + Promote fiduciary responsibility at all levels of the IT organization.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …closely with advisors, all while adhering to strict regulatory and compliance fiduciary standards. Leads large and/or multiple projects with significant scope and ... to maintain deep and meaningful relationships with clients while providing sound fiduciary investment management and oversight that adheres to fiduciary asset… more
- Bank of America (Chicago, IL)
- …business partners including but not limited to: Client Team, Office of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary ... rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress… more
- Access Dubuque (Dubuque, IA)
- …disability and protected veteran status. Primary Contact 1724418518215 Jenni Noonan Chief eXperience Officer , Phone Phone Phone Fax ###@bankfidelity.com Email ... play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As...20250705 Featured Job TH Ad TH Comments **Similar Jobs** Chief Technology Officer Cottingham & Butler/ SISCO… more
- Berkshire Bank (Boston, MA)
- …Asset Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer ... Hybrid - Boston, MA - 60 State St Purpose/Objective: The VP, Compliance Officer Asset Management will develop, strengthen, and maintain the compliance and regulatory… more
- City National Bank (Los Angeles, CA)
- …prepare settlement agreements and trust accountings in collaboration with Office of Chief Fiduciary and outside counsel for judicial and informal terminations. ... *SETTLEMENT AND TERMINATION OFFICER * *Hybrid Schedule, 3 Days in Office: Los...assets. WHAT WILL YOU DO? * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations… more
- NJ Transit (Newark, NJ)
- Chief of Risk Management & Claims Finance Job Description: Move forward with us! At NJ TRANSIT, you'll join us in transforming the third-largest transportation ... of property, excess liability, workers' compensation, employment practices and fiduciary liability, terrorism, cyber security, and environmental liability insurance… more
- Sharp HealthCare (San Diego, CA)
- …and employer business practices. **What You Will Do** In collaboration with the Chief Gift Planning Officer and the Frontline Fundraising team, manage and ... board members and key volunteers.Responsible for monitoring investment performance, fiduciary compliance, and gift acceptance policies.Continue to stay current with… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …training and report any customer suspected of suspicious activity immediately to the Chief Compliance Officer ; + Comply with all appropriate regulations; + ... policies and procedures, and under the supervision of a designated Trust Officer . The Trust Associate is responsible for managing client relations, exercising… more
- Edward Jones (St. Louis, MO)
- …on complex fiduciary , compliance and risk management issues to the Chief Compliance Officer (CCO), governance committees, senior leaders and associates, as ... and senior leadership to advise of the projected impact of changes in fiduciary laws, regulations and industry best practices, as well as recommend and implement… more
- Neuberger Berman (New York, NY)
- …Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer ... accounts, including Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments,… more
- MTA (New York, NY)
- …- $155,000 HAY POINTS : 954 DEPT/DIV: Diversity and Civil Rights SUPERVISOR : Deputy Chief Diversity and Inclusion Officer , EEO LOCATION : 2 Broadway, New York, ... their effective date of hire. SUMMARY : The daily fiduciary duties of the Senior Director Diversity and Equal...Proficiency (LEP) and Environmental Justice. Reporting to the Deputy Chief Diversity and Inclusion Officer /EEO (DCDIO EEO),… more
- The Salvation Army (Philadelphia, PA)
- …involvement, as appropriate, in select PR and fund-raising activities. + Serves as the Chief Development Officer and primary staff liaison to Divisional, as well ... as the various county Advisory Boards, alongside officer leadership, deploying staff as needed to effectively manage...donor interests with Army needs. + Ensures adherence to fiduciary responsibilities (donor intent with gifts) in sync with… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Bank OZK (Jacksonville Beach, FL)
- …Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers ... is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth...legal issues involving the day-to-day management of a Bank's fiduciary function necessary to its successful operation. + Knowledge… more
- Opportunity International (Chicago, IL)
- …grant budgets to ensure compliance. + Review contracts in partnership with the Chief Financial Officer . + Implement and maintain proper procedures and policies ... accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan...+ SVP, Strategy + Program Management Team Lead + Chief Philanthropy Officer + Executive Vice President,… more
- Dignity Health (Henderson, NV)
- …practitioner evaluation. * Has a matrix accountability relationship with the Market Chief Medical Officer . **Qualifications** **Minimum:** + Bachelors of Science ... continuum. Provides reporting as directed within the Market to the Community, Fiduciary , Hospital, JOA and other relevant governance Boards with delegated authority… more
- Vanguard (Malvern, PA)
- …and have experience in compliance program design. This role reports to the Vanguard Chief Compliance Officer and is a member of the Compliance Leadership Team. ... of the topical domains included under the remit of this role are Fiduciary Risk, Human Resources, IT, Finance, Data, and Vanguard's exemptive relief. Successful… more
- Whitney Young Health Center (Albany, NY)
- …Data Systems report. + Performs ad-hoc financial analysis, as requested by the Chief Financial Officer + Establishes, implements, measures and accomplishes the ... + Coordinates insurance contracting for general liability, auto, professional liability, fiduciary etc so that coverage is properly maintained and at the… more