- vaco (Winston-Salem, NC)
- OverviewWe are seeking an Accounting Manager in the High Point, NC area to oversee the daily operations of the Accounts Receivable function and lead a team of staff ... and senior accountants. This role is critical in ensuring accurate...and timely.Handle escalated consumer or client account issues, balancing fiduciary responsibility with excellent customer service.Support monthly accounting close… 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)
- …document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary ... 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… more
- 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 ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying… 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
- BMO Financial Group (Chicago, IL)
- …team manages four full time employee direct reports tasked with executing compliance requirements associated with Unfair or Deceptive Acts or Practices (UDAP) / ... Assists in the implementation, maintenance and administration of a specific compliance program. Coordinates and performs risk assessment, monitoring, testing and… 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 ... apply those to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit strong leadership, initiative,… more
- BMO Financial Group (Barrington, IL)
- …expertise for all aspects of investment management and administration to ensure compliance . Works collaboratively within the branch and the regional team as part ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- TD Bank (Mount Laurel, NJ)
- …role which is outlined in the general summary below. **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and ... more specific details for this role. **Line of Business:** Compliance **Job Description:** **Why Work with Us?** At TD...and discretion in interacting and communicating with staff and senior management of the Bank with respect to significant… more
- City National Bank (New York, NY)
- …COMPLIANCE OFFICER SENIOR -REGISTERED INVESTMENT ADVISOR* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight ... skills and be accustomed to working with deadlines. * Certified Regulatory Compliance Manager (CRCM), Certified Internal Auditor (CIA), and/or Certified… 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
- ServiceNow, Inc. (Atlanta, GA)
- …highly motivated team player to join our Total Rewards team as Sr. Benefits Manager for the Americas. You will lead our 401(k) and financial-wellbeing strategy while ... be a key facilitator in program design, vendor partnerships, compliance , and ongoing optimization. Frequently collaborating with our HR...+ **Program Ownership** : be the primary the program manager of our US 401(k) plan and our benefit… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... solutions, insurance products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: + Maintaining a 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, ... Services' standards and guidelines deliver intended business benefits. + Ensure compliance in project design and construction deliverables with authorities having… more
- Robert Half (Dallas, TX)
- …Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with federal ... Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The… 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
- 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
- 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 ... tax preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance . * Offer… more
- TD Bank (Fort Lauderdale, FL)
- …Banking.** **As a member of the US Wealth Compliance Department, the Compliance Business Oversight Manager will:** + **Ensure ongoing compliance with ... + **Participate in other initiatives as needed** **Job Summary:** The ** Compliance Administration Oversight & Reporting Manager ** ensures regulatory adherence… more
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