- Wells Fargo (Chicago, IL)
- …outreach to external prospects and centers of influence as well as key non- wealth partners, for new business development. Provides oversight , coaching and ... Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of… more
- JPMorgan Chase (Dallas, TX)
- …professionals experienced in, and dedicated to, estate administration , trust administration , investment management, tax compliance and administration , ... and delivering "best in class" client service + Demonstrated understanding of wealth management, trust and estate administration , and/or vendor management… more
- Regions Bank (Charlotte, NC)
- …standards Private Wealth Management (PWM) credit requests submitted by Private Wealth and Lending Advisors with minimal oversight . This position will serve ... experience in commercial or PWM underwriting **Preferences** + Master of Business Administration (MBA) + Commercial or Private Wealth management underwriting… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration . Chartered in ... tactical adjustments, and model oversight . Investment Servicing & Fiduciary Oversight + Monitor investment portfolios for compliance with trust provisions… more
- Truist (Richmond, VA)
- …facing teammates as well as other leadership in the designated geography, the Wealth leadership team and the Compliance , Supervision and Risk departments to ... years of industry experience in a financial institution with emphasis in compliance , supervision and/or administration . 3. Extensive knowledge of the… more
- Vanguard (Charlotte, NC)
- …a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and Governance, ... The role requires close collaboration with business leaders and risk partners, including Compliance , Risk, and Internal Audit. The team will be essential in ensuring… more
- Truist (Atlanta, GA)
- …geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal ... for the proper escalation of matters to various internal parties including Risk Oversight , Legal, and Compliance . 7. Responsible for the completion of projects… more
- Parker Hannifin Corporation (Irvine, CA)
- Aerospace - Contracts Administration (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Program Management Job Type : Regular Posted : Jul ... and technical support wherever it's needed. Aerospace - Contracts Administration (SSO Division - Irvine, CA) Position Summary/Essential Functions: Administers… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant/Associate Director, Grant and Contract Financial Administration Job Profile Title Associate Director D, Business and Finance, Research Services… more
- Parker Hannifin Corporation (Irvine, CA)
- Aerospace - Contracts Administration (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Program Management Job Type : Regular Posted : Jul ... for proposals, negotiates pricing and terms, monitors contract performance and ensures compliance with contract requirements. + Responsible for the direction and … more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Business Manager, Wharton Finance & Administration Job Profile Title Business Manager B Job Description Summary Reporting to the Associate Director of… more
- Berkshire Bank (Boston, MA)
- …and guidance to business associates on investment advisory and trust administration compliance issues, including fiduciary responsibility, advisory regulation, ... Asset Management division. This position will provide leadership and strategy for the compliance and risk management of the Wealth Management (Trust department)… more
- Robert Half Finance & Accounting (Reno, NV)
- …position is located in Reno and will assist with all aspects of trust administration and compliance requirements. This position will report to the Vice President ... involving trust and agency account administration . * Monitor the fiduciary administration of trust company accounts to ensure compliance with governing… more
- Alight (IN)
- …financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive total ... As a member of Alight Global Security's Security & Compliance team, this position will provide help manage ISO...+ Drive remediation and risk mitigation planning, execution and oversight + Provide remediation and policy/control guidance to Alight… more
- CH Robinson (Louisville, KY)
- …our team. In this role, you will lead, coordinate, and enhance our global compliance programs, with a specific focus on adhering to Office of Foreign Assets Control ... trade laws, and US export control regulations, including the Export Administration Regulations (EAR) and the International Traffic in Arms Regulations (ITAR),… more
- Comerica (Dallas, TX)
- …in the areas of investment management, investment oversight , risk management, compliance and/or trust administration + 10 years of experience in Business ... toward zero tolerance on trading and other errors, and compliance with all firm and regulatory policies and procedures....work with partners in Trust & Fiduciary Services and Wealth Planning to align client goals,goals based investing and… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- M&T Bank (Vero Beach, FL)
- …**Primary Responsibilities:** + Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to… more
- First National Bank of Omaha (Minneapolis, MN)
- …Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset rooted in education, communication, and ... Develop and champion FNBO's investment strategy with a focus on long-term wealth preservation, client education, and accessible advice. - Lead investment committees,… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- Under the general direction and oversight of the Chief Operations Officer, the Director of Information Technology provides leadership and direction for all ... is also accountable for upholding the highest standards of security and compliance in all technology and information transactions across the organizational network.… more