- 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
- KeyBank (Amherst, NY)
- …and/or fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and Fiduciary ... Trust lines of business, products, and functional activities. Individuals lead the design and execution of testing and continuous...members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth… more
- Microsoft Corporation (Redmond, WA)
- …assigned business groups in the Puget Sound, Microsoft's Headquarters. As a Senior Portfolio Manager, Real Estate within Microsoft's Global Workplace Services (GWS) ... to maximize space utilization and efficiency. + Serve as a subject matter specialist in the development of real estate business cases for select business groups.… more
- KeyBank (Brooklyn, OH)
- …Regulation 9, SEC, DOL, and ERISA requirements. **Preferred Qualification** + Certified Fiduciary & Investment Risk Specialist (CFIRS) **Tactical Skills** + ... Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's...plan, and provide support during audit projects to project lead and staff. This individual will be responsible for… more
- State of Colorado (Adams County, CO)
- …to monitor, protect, and restore aquatic resources. Description of Job The Senior Water Project Mitigation Coordinator (Mitigation Coordinator) serves as the lead ... duties of this position include: Leadership and Coordination + Serve as lead coordinator for CPW's review and response to federally permitted water projects.… more
- Federal Reserve Bank (Newark, NJ)
- …open communication, integrity, teamwork, and respect. The OEB works with senior Federal Reserve System and affiliated management and human resources professionals ... President and Chief Executive Officer, Federal Reserve Bank of Atlanta + OEB Senior Leadership Team ( Senior Vice President of Health and Welfare Communications,… more
- City National Bank (Charlotte, NC)
- …Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- ITT (Stamford, CT)
- …including RFP processes, contract negotiations, and service level agreements. + Lead governance efforts including plan audits, fiduciary reviews, and ... systems and benefits platforms. **Certifications (Preferred)** + CEBS (Certified Employee Benefit Specialist ) + SPHR ( Senior Professional in Human Resources) +… more
- First Horizon Bank (Tampa, FL)
- …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
- Truist (Charlotte, NC)
- …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