- Wells Fargo (Wilmington, DE)
- …* 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 (Boston, MA)
- 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
- US Bank (Charlotte, NC)
- …reporting skills to join the Compliance Governance and Reporting team as a Reporting Manager for Fiduciary and Compliance Risk Management. This role will play an ... and participation in risk assessment activities. + Prepare materials and present Fiduciary /Compliance topics as needed in senior operating committees, regulatory… 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
- HUB International (Itasca, IL)
- …by transformative digital capabilities and sophisticated data and analytics. **About Encore Fiduciary :** At Encore Fiduciary , we strive to be best-in-class ... liability expertise, thought leadership and risk management for our client. As a Senior Underwriter, you will play a critical role in growing our business by… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **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
- Tompkins Community Bank (Mount Kisco, NY)
- …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Bank of America (Conshohocken, PA)
- Senior Trust Officer Conshohocken, Pennsylvania;Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... 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
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **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
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **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 (Greenwich, CT)
- …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
- Trinity Health (Athens, GA)
- …and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager informed of issues affecting ... Type:** Full time **Shift:** **Description:** **POSITION PURPOSE** Functions as General Manager responsible for the oversight and coordination of the day-to-day… more
- SMBC (Brea, CA)
- …Real Estate Loans, Cash Management Services, International Services **Role Description** The Senior Relationship Manager (RM) position is an integral component ... and growth of deposit balances. . Assists the Area Manager in implementing the sales culture and functions as.... Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred but not… more
- BMO Financial Group (Milwaukee, WI)
- …with business groups and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Takes a consistent risk-based approach for evaluating ... at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks creatively to address… more
- Robert Half (Dallas, TX)
- …Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing...be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of… more
- USAA (San Antonio, TX)
- …us special and impactful. **The Opportunity** As a dedicated **Capital Project Manager Senior ,** you'll lead and coordinate construction projects and suppliers, ... business leaders to meet project business goals while maintaining strong fiduciary and scheduling controls. + Develops and maintains communication plan with… more
- Bank of America (Florham Park, NJ)
- Trust Senior Associate - Private Bank Florham Park, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a… more