- FirstBank PR (PR)
- Investments and Treasury Officer Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver ... continuously surpassing our client's expectations. A Brief Overview An officer part of the Treasury and Investments team that:...team that: Actively collaborates in the management of the investment and funding portfolios of the Bank and its… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank is seeking a Trust Compliance & Risk Officer to be responsible for the Compliance and Risk Management Program for the Bank's Investment ... Functions: + Responsible for compliance and risk management for the Bank's Investment Management Division/ Trust Department + Monitor and ensure compliance with… more
- University of Washington (Seattle, WA)
- …with colleagues to ensure successful project execution, balancing competing capital investment needs. Utilize expertise in institutional facilities planning, ... of **Assistant Vice President of Real Estate Development & Chief Real Estate Officer .** This senior level position reports directly to the Vice President of… more
- Hills Bank (Cedar Rapids, IA)
- …providing retirement and financial planning for both individual and institutional customers. ACCOUNTABILITIES: Account Administration: (75%) + Administer various ... Plans, all types of IRAs, Individual Portfolios, Revocable Trusts and Institutional Relationships as provided under the governing instrument in accordance with… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …* Knowledge of risks associated with Personal Trust , Custody, Investment Management Agency, IRAs, Private Foundations, Institutional , Retirement Plans, ... banking at Fifth Third Bank. GENERAL FUNCTION:As a Compliance Officer II (COII) you will conduct compliance testing for...in lieu of bachelor's degree. * Experience with fiduciary, trust , and retirement regulations (eg, OCC Reg 9, ERISA,… more
- State of Colorado (Denver, CO)
- Chief Student Success and Academic Affairs Officer Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/4520861) Chief Student Success and Academic ... Affairs Officer Salary $150,000.00 - $153,500.00 Annually Location Denver, CO...With a keen eye toward accountability and return on investment , and in collaboration with partners, this position seeks… more
- JPMorgan Chase (Boston, MA)
- …to your clients? You have found the right team. As a Treasury Management Officer within the Middle Market and Specialized Industries team, you are a strategic sales ... as a trusted advisor. This enables you to build trust and grow client relationships. You will lead deal...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Rochester, NY)
- …Tax Officers and trust counsel to resolve tax issues + Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and ... co-trustees to outline administrative procedures. + Analyze Wills and trust documents for legal, tax, administrative and investment...duties and to provide superior client service. + Assist Trust Officer to partner with client's other… more
- Commerce Bank (St. Louis, MO)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... quality leads for the Wealth lines of business, including asset management and trust services, private banking, institutional , and brokerage. This role helps to… more
- CalSTRS (Sacramento, CA)
- …, investment manager selection, and diligence processes within an institutional environment + Demonstrated investment track record as a direct/co- ... collaborate with other Private Equity Portfolio Managers and the broader CalSTRS Investment Office leaders to engage in projects ranging from evaluation of… more
- JPMorgan Chase (Chicago, IL)
- …responsible for scaling and integrating payments platforms across the Commercial & Investment Bank, by defining the product strategy, segmenting clients and packing ... will assist the Head of Payments Solutions and its Chief Financial Officer in managing daily operations, logistics, event planning, communications, and special… more
- University of Pennsylvania (Philadelphia, PA)
- …with vendors, including health and welfare insurance brokers and retirement plan investment managers. + Inspires trust and followership in others through ... for Finance and Senior Vice President for Information Technology and Chief Information Officer + Provost + Deans + Senior Vice President and General Counsel +… more
- US Bank (St. Paul, MN)
- …- Typically four to six years of job-related experience, preferably in institutional trust and/or financial industry Preferred Skills/Experience * Thorough ... with clients to manage onboarding events and help establish new, less complex investment services accounts of various sizes. These accounts are established to hold… more
- Commonwealth of Pennsylvania (PA)
- …ways to save money and ensure peace of mind including multiple retirement and investment plan options. Work/Life Balance We know there's more to life than just work! ... their capacity to pay or their liability (Income Maintenance Caseworker, Loan Officer , Tax Preparer, etc.). + B. I have work experience calculating numerical… more
- University of Pennsylvania (Philadelphia, PA)
- …and security of our community. We strive each and every day to earn the trust , confidence and respect of our community. This website provides an overview of some of ... THE APPLICATION. Job Description The role of University Police Officer is a hard to fill job that requires...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more
- Fairfield University (Fairfield, CT)
- …and implements best practices, and ensures value is delivered by the University's investment in Workday and other academic and administrative systems, as well as ... environments. This position will report to the Chief Technology Officer and will be a part of the ITS...Exceptional relationship-building skills and a collaborative spirit to foster trust and to work seamlessly within the Enterprise Systems… more
- Federal Reserve System (Philadelphia, PA)
- …companies (SLHCs), financial holding companies (FHCs), data service providers, trust companies and large and foreign banking organizations (LFBOs). Supervised ... and participates in supervisory events for SMBs, bank- and non-bank subsidiaries, trust departments, service providers, BHCs and SLHCs. + Serves effectively as an… more
- Truist (Charlotte, NC)
- …and a working knowledge of national and international capital markets including institutional investment strategies, both public and private. Builds and ... larger credit relationships; leading credit presentation preparation and discussions with Credit Officer and other final approvers. + Ensures loan agreement is in… more
- CIBC (Chicago, IL)
- …financial institution with 10 million personal banking, business, public sector and institutional clients. CIBC offers a full range of advice, solutions and services ... and small business banking solutions and CIBC Private Wealth Management offers investment management, wealth strategies and legacy planning. CIBC works to help you… more
- University of Pennsylvania (Philadelphia, PA)
- …join our Information Security Team. Reporting to Wharton's Chief Information Security Officer this position is responsible for leadership and management of cloud ... (eg Grouper, Sailpoint, OAuth 2.0, SAML, Shibboleth, LDAP, Zero Trust , etc) + Strong communication skills and ability to...or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. + Time Away… more