- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and ... fiduciary operations. This role works with executive management within...relationship management. The position requires a deep understanding of fiduciary law, risk management, regulatory compliance, and investment oversight.… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- City National Bank (New York, NY)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB")… more
- CIBC (New York, NY)
- …maintain a strong partnership with Relationship Managers, Business Development Officers, Fiduciary colleagues and other members of Private Wealth. Work with external ... working at a corporate trustee, preferred + Experience as a Trust Officer with familiarity with Trust Accounting systems, preferred + Developed people management… more
- BlackRock (New York, NY)
- …(MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as ... well as Multi-Asset Model Portfolios and investment products. **Custom Model Solutions Servicing Team Overview** The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated… more
- JPMorgan Chase (New York, NY)
- …the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR-REGISTERED INVESTMENT ADVISOR* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and ... derivatives, fair valuation, investment strategy and selection, proxy voting, and fiduciary investments. * Provide credible challenge at committee meetings. * Manage… 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
- JPMorgan Chase (Summit, NJ)
- …to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration… more
- Citigroup (New York, NY)
- A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ... relationships they build to recognize business growth opportunities. The Service Officer strives to continuously improve all of its end-to-end processes, procedures… more
- Neuberger Berman (New York, NY)
- …This role will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust ... the "Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth… more
- Zurich NA (New York, NY)
- …Claims Professionals will under limited supervision handle public company Director's and Officer 's (D&O) claims of moderate to high value and complexity. The ideal ... JD and 5 or more years ofexperience with professional liability, D&O, Fiduciary /Transactional risk and/or insurance coverage defense claims + Must obtain and… more
- Citigroup (Queens, NY)
- …+ Performs other duties and functions as assigned by the Chief Investment Officer (CIO), including reporting requirements on Risk, Compliance, Finance and Audit + ... US Pension and 401(k) plans + Monitor funds closely, as part of the fiduciary responsibility, that have not performed as expected or engaged in activities that are… more