- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** As a ** Manager - Trust & Custody ** , you'll put your communication and management skills into action to help ensure high quality, ... You Are** + Bachelor's degree or equivalent experience + 6+ years of trust and custody industry experience with a focus on direct interaction with customers + 2+… more
- UMB Bank (Kansas City, MO)
- …* Ensure compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody accounts according to the directives in the will, ... or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with... trust document or investment management, IRA or … more
- KeyBank (Brooklyn, OH)
- …ERISA, reporting aspects and client issues/resolution involving the following: trust / custody , benefit disbursements, investment management, and commercial bank ... ERISA, reporting aspects and client issues/resolution involving the following: trust / custody , benefit disbursements, investment management, and commercial bank… more
- Edward Jones (Tempe, AZ)
- …The Edward Jones Trust Company provides a full range of trust , investment management, and custody services to individuals, businesses, charitable ... for fiduciary tax return preparation, under the direction of the Trust Tax Manager . Responsibilities include:"> + Reviewing and understanding trust … more
- Amazon (Seattle, WA)
- …have confidence in the integrity of Amazon's store. As part of TSI, the Inventory Trust team is seeking a Senior Program Manager - to lead critical programs ... Description The Selling Partner Trust and Store Integrity (TSI) organization is committed...and certified destruction processes * Maintain strict chain of custody and documentation requirements * Drive process improvements to… more
- Citigroup (Tampa, FL)
- …is a key business within the Citi Institutional Clients Group. The business covers Custody , Funds Services and Direct Custody products, providing services to the ... management. It is within the remit of the Account Manager role to act as an advocate for the...institution with broad end to end understanding of Global Custody and other Securities Services products including Direct … more
- KeyBank (Brooklyn, OH)
- …ERISA, reporting aspects and client issues/resolution involving the following: trust / custody , benefit disbursements, investment management, and commercial bank ... transactions and required financial reporting + Demonstrate knowledge of institutional trust / custody client needs, IA product offerings, and operational… more
- Coinbase (Charlotte, NC)
- …Advanced Trade) and everything in between. Additional Institutional Products include Custody , Commerce, and Exchange. Whether the customer needs are trading, ... financing, staking, governance, custody or API integrations, Coinbase Institutional has them covered....Institutional has them covered. We're looking for an Engineering Manager to balance the role of an individual contributor… more
- The Salvation Army (West Nyack, NY)
- …services. The Information Technology department has an opportunity for a Cyber Incident Manager position. The Cyber Incident Manager will lead the response to ... data, disrupt business operations, and damage the organization's reputation. The Cyber Incident Manager is not just a technical role. The role is a strategic… more
- Manulife (Workman, MN)
- …and Plan Provider Services including but not limited to: recordkeeping / trust , custody and investment operations. The surrounding ecosystem supporting Advisor, ... . You will help to shape a new retirement recordkeeping and trust operations ecosystem including the complimentary tenets of people, process, technology and… more
- Manulife (PA)
- …and Plan Provider Services including but not limited to: recordkeeping / trust , custody and investment operations. The surrounding ecosystem supporting Advisor, ... . You will help to shape a new retirement recordkeeping and trust operations ecosystem including the complimentary tenets of people, process, technology and… more
- UMB Bank (Kansas City, MO)
- …Institutional Banking encompasses the following areas: Corporate Trust , Specialty Trust & Agency Solutions, Fund Services, Institutional Custody , Investment ... in the United States. As an Associate Client Relationship Manager , you will partner with the Client Relationship Managers...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- City National Bank (Charlotte, NC)
- …controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, ... *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of… more
- Charles Schwab (Westlake, TX)
- …This role is expected to be in the office 4 days a week. The ** Manager of Treasury Settlement Services** (TSS) is primarily responsible for all aspects of the trade ... these processes for the Charles Schwab Corporation and its subsidiaries. The Manager develops requirements and test scripts used to lead implementations and upgrades… more
- RTX Corporation (Tucson, AZ)
- …systems security plans (SSPs). + Assisting the Information System Security Manager (ISSM) with performing the system risk assessment, documenting the respective ... + Providing oversight for classified data and media creation, processing, custody , and destruction. + Developing system planning and budgetary requirements and… more
- Coinbase (Montgomery, AL)
- …range of "crypto primitives" which Coinbase has developed internally, including custody , spot trading, derivatives, trade finance, staking, stablecoin access, wallet ... success, while leveraging Coinbase's CaaS capabilities. The role will require trust building with executive level partners at the largest financial institutions… more
- CIBC (Chicago, IL)
- …more of the following areas: derivative reporting, securities clearing, settlement, custody , segregations, etc. + Familiarity with risk and control methodologies or ... for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you a part of a work… more
- United States Steel (Pittsburgh, PA)
- …essential functions, including transaction processing, trade settlement, reconciliation, manager communication, document management, audit and compliance activities, ... Management: + Manage day-to-day interactions with the custodian. + Input trades into custody platform. + Manage all cash flows utilizing the custody platform… more
- Charles Schwab (Phoenix, AZ)
- …sponsorship.** Charles Schwab Trust Bank (Retirement Business Services) provides trust and custody services for qualified retirement plans, primarily 401(k) ... plans. Schwab Trust Bank serves Schwab's bundled retirement product, and is...and is the industry leader in providing trading and custody services through Independent Record Keepers. Our goal is… more
- Charles Schwab (Westlake, TX)
- …brokerage capabilities. Business trust services are provided for entities seeking trust and custody services for employee benefit plans. In addition, the ... Audit team is focused on the execution of Bank, Trust , AML, Fraud, and Conduct audits that target governance...draft audit observations for review by the Internal Audit Manager /Senior Manager (and above levels) and subsequent… more
