- M&T Bank (Clanton, AL)
- … Senior Compliance Advisor works under general supervision of the respective Senior Compliance Manager and/or Compliance Director but exercises a ... the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement,...understanding of Asset Management, Wealth and Private Banking Products, Fiduciary Compliance Risk and how a Second… more
- City National Bank (New York, NY)
- * SENIOR FIDUCIARY BUSINESS CONTROL MANAGER * *WHAT IS THE OPPORTUNITY?* This position will work directly with the City National Bank's ("CNB") and Business ... Control Officer ("BCO") and senior management of wealth management division of the organization....review and implementation of Policies and procedures related to fiduciary governance and will partner with the Controls Leadership… more
- Huntington National Bank (Columbus, OH)
- …for the Fiduciary Risk Manager include: *Maintenance of fiduciary policies and procedures to ensure compliance with internal policies and ... Description The Fiduciary Risk Manager reports to the... programs and risk management practices within the Chief Fiduciary Office including conflicts of interest, compliance … more
- Fifth Third Bank, NA (Cincinnati, OH)
- …for all trust officers and specialists, and coordinate those programs with product manager and senior leadership.* Manage, oversee and monitor risk within the ... banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for driving sound fiduciary decision making and risk management strategies for the Investment Management &… more
- Citigroup (New York, NY)
- …achieve critical governance and control milestones. The role is key in providing senior management with analysis of the business's fiduciary control environment ... lead will apply in-depth inter-discipline knowledge in providing control and compliance assessments and delivering a comprehensive fiduciary risk framework.… more
- JPMorgan Chase (New York, NY)
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance , you are at the center of keeping JPMorgan Chase strong and resilient. You help the ... customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging...- Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director within the IR&A's Client Risk… more
- KeyBank (OH)
- … 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)
- Assists in the implementation, maintenance and administration of the regulatory compliance testing program. Independently conducts regulatory compliance testing ... remains current and aligned with relevant regulatory requirements and the BMO Compliance Program. Works with business groups and internal partners to ensure… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance… more
- Walmart (Bentonville, AR)
- …through comprehensive programs focused on their physical, mental, and financial wellbeing. The Senior Manager of Accounting and Audit is pivotal in managing the ... DOL and IRS requirements, and Form 5500 filings to ensure the plan's compliance and avoid penalties. Familiarity with fiduciary responsibilities and trust… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** **no ... expertise for all aspects of investment management and administration to ensure compliance . Works collaboratively within the branch and the regional team as part… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Join us! This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
- PNC (Philadelphia, PA)
- …at manager 's discretion. Preferred Qualifications: *Prior working experience in Compliance or Audit *Knowledge of fiduciary activities specific to 12 ... to the company's success. We are looking to hire a Compliance Program Specialist Senior within PNC's Independent Risk Management's Compliance organization… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
- Eaton Corporation (Beachwood, OH)
- Eaton is currently seeking a Senior Manager - Retirement Plans to join our team. This position is based at Eaton's Beachwood, OH corporate office. The Senior ... Global Benefits, this position is crucial in the administration management and compliance of our retirement programs. This strategic role provides the opportunity to… more
- Plante Moran (Cleveland, OH)
- Tax Manager or Senior Manager + Location: United States, Ohio, Cleveland Make your mark. Go beyond the numbers, do something different by developing rapport ... be limited to: + Managing all aspects of the annual tax compliance for business and individual clients including planning, scheduling, projections, extensions,… more
- Bank of America (Jacksonville, FL)
- Trust Senior Associate (TSA) Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... career with opportunities to learn, grow, and make an impact. Join us! **Trust Senior Associate (TSA), Private Bank, Jacksonville, FL** - This job is responsible for… more
- Deloitte (San Juan, PR)
- …a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Cushman & Wakefield (Costa Mesa, CA)
- **Job Title** Senior Project Manager , Team Lead **Job Description Summary** The Team Lead will be responsible for the successful managements of the design, ... a trusted advisor for comprehensive real estate work. * Act with fiduciary responsibility to client projects, including complete financial management of project:… more
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