- Wells Fargo (Dallas, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist , Working at Wells Fargo | ... outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals. + Lead team to achieve business objectives and… more
- Truist (Dallas, TX)
- …which are not mentioned below. Specific activities may change from time to time. * Lead and manage one or more Truist Wealth Team's in an assigned region or ... in the high net worth client segment * Effectively lead the team to work with various specialists and...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more
- TIAA (Dallas, TX)
- …Accountant (CPA), (CISA) Cybersecurity and Infrastructure Security Agency, (CFRIS) Certified Fiduciary & Investment Risk Specialist or similar professional ... The Primary responsibility of the Senior Auditor job is to own, support, and...and processes being audited. + May act as the lead expert in the group on critical business areas,… more
- Truist (Fort Worth, TX)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more