- Wells Fargo (New York, NY)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Senior Manager to oversee the delivery of its Trust ... Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and… 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
- Bank of America (New York, NY)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- JPMorgan Chase (New York, NY)
- …key control functions to provide valuable assessments and feedback on suitability and fiduciary issues. This is your chance to contribute to a culture that values ... innovation and excellence in risk management. As a Risk Manager in the Client Risk team of WM Investment...functions to provide assessments and feedback on suitability and fiduciary issues. Together, we will ensure that our investment… more
- JPMorgan Chase (New York, NY)
- …As a Risk Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director within the IR&A's Client Risk team, you will be responsible ... in ensuring that the business understands its investment and fiduciary risks and has robust standards, controls, and practices...T&E Business. + Act as the Legal Entity Risk Manager for Delaware and the Bahamas Trust entities. +… 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 ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Truist (New York, NY)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- BMO Financial Group (New York, NY)
- …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a dedicated Senior Internal Auditor to be r esponsible for performing audit assignments including planning, conducting interviews, ... Public Accountant (CPA) + Certified Internal Auditor (CIA) + Certified Regulatory Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified … more
- MUFG (New York, NY)
- …with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy). + Ensure top quality data input in ... ability to manage client relationships jointly with the Relationship Manager . + Proficiency in relevant software including Microsoft Office. **Compensation… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is a leading global asset manager with a robust platform and a commitment to delivering exceptional investment solutions. Our Global ... needs of our clients. JP Morgan Alternative Asset Management is seeking a seasoned senior leader with deep expertise in real estate and real asset markets to head… more
- BlackRock (New York, NY)
- …**Business Overview:** BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions ... on-prem architecture, workload migration, and more in tandem with senior engineering leadership. + **Program management & execution:** Design programs… more
- City National Bank (New York, NY)
- …probate and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, ... as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor, Portfolio Manager , etc.) to ensure all closing relationships are properly approved… more
- KeyBank (New York, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager , Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and ... **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net...Relationship Manager + Engages the family's outside advisors + Coordinates… more
- Institute of Electrical and Electronics Engineers (Piscataway, NJ)
- …developing reports and plans and analyzing risk. This position is a senior leadership role within the Financial Services Department responsible for developing and ... mitigate risks. Conduct periodic risk assessments. Supervise Business Continuity Program Manager in order to safeguard IEEE's ability to effectively conduct business… more
- WTW (New York, NY)
- …are seeking a seasoned Financial Lines professional to join the FINMAR team as a Senior Carrier Relationship Manager . This position is ideal for a someone with ... and manage pipeline engagement with these carriers. + Serve as a senior leader within FINMAR, providing guidance, mentorship, and development opportunities to FINMAR… more
- JPMorgan Chase (New York, NY)
- …the box, challenging status quo, and striving to be best-in-class. **Job summary** As a Senior Risk Manager within the Asset Management Risk team, you will be ... JP Morgan Asset Management is a leading global asset manager with a robust platform and a commitment to...overseeing risks business. Offer insightful risk management counsel to senior leadership, guiding strategic decisions with a holistic view… more
- BlackRock (New York, NY)
- …client base than many pure-play alternatives competitors and a reputation as a fiduciary solutions leader and risk manager , BlackRock is uniquely positioned to ... **About this role** BlackRock is the world's largest asset manager , providing global investment management services with AUM of over $10 trillion. BlackRock's… more
- BlackRock (Princeton, NJ)
- …Program offers participants the opportunity to work at the world's largest asset manager for six months. On completion of the Program, successful participants will ... + Be supported through training and mentorship; + Get exposure to senior leaders; + Participate in social and networking opportunities. **Program Structure:** The… more
- Neuberger Berman (New York, NY)
- …and provide guidance with respect to the regulatory requirements and our fiduciary responsibility to clients to the portfolio management teams, the sales teams ... multiple and changing priorities + Ability to communicate effectively with senior management \#LI-Hybrid \#LI-MB1 Compensation Details The salary range for this… more