- US Bank (New York, NY)
- …in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and improve the effectiveness of ... coordination and oversight of audit activities related to the fiduciary products and services within US Bank's...providing strategic direction, leadership, and coordination of the relevant product and service cyclical risk-based audit plan… more
- Citigroup (Sioux Falls, SD)
- …ID #24732455. EO Employer. Wage Range: $181,085 to $181,085 Job Family Group: Private Client Product Services Job Family: Trust Fiduciary Services **Job ... identify and mitigate operational risks and re-engineering procedures to enhance service quality. Ensure that fiduciary documentation adheres to internal… more
- BlackRock (San Francisco, CA)
- …solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and ... Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub- advisory relationships USWAs mandate is to deliver One BlackRock to retail. **Role… more
- Truist (Atlanta, GA)
- …and coach a team of wealth support specialists and oversee the daily service , sales and operations support of the assigned division. Performance accountabilities and ... serve as first escalation point 3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals… more
- Bank of America (Atlanta, GA)
- …teams, Market Executives and Merrill Wealth Strategists to pursue opportunities for trust services , as well as provide fiduciary oversight and administration to ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers… more
- M&T Bank (Williamsport, PA)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product , Financial Planning, Managed Accounts or ... Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity. **Education… more
- RampRate (Santa Monica, CA)
- …dozens of millions of dollars of funding and research towards our impenetrable fiduciary model. About the role: You will be rubbing shoulders and delivering ... populations." But you will have extensive support. A strong advisory team through RampRate is ready to help guide...community-related projects, including in Web3/NFT space: + Drive the Product design process from discovery to implementation + Work… more
- Morgan Stanley (Purchase, NY)
- …coverage and oversight of registered investment advisors (RIAs) that primarily provide advisory and consulting services to institutional retirement plan clients. ... Labor fiduciary standard). - Develop comprehensive understanding of the institutional advisory and consulting services offered by these RIAs. - Maintain and… more
- City National Bank (Newark, DE)
- **LEAD CLIENT SERVICES OFFICER** **WHAT IS THE OPPORTUNITY?** Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... development, retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB policies and… more
- M&T Bank (Fairfax, VA)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product , Financial Planning, Managed Accounts, or ... Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity. + This… more
- Trinity Health (Livonia, MI)
- …reduction targets and productivity improvement objectives are met, while cultivating service / product quality and customer satisfaction. Ensures the Vice ... objectives, and strategies. Oversees the day-to-day management of the region's Hospitality Services programs and ensures program service support objectives are… more
- NJEDA (NJ)
- …of the respective products all while maintaining the highest level of fiduciary responsibility. $129,744 - $162,180 Note: The NJEDA currently offers a hybrid ... CEO and Executive Committee and the EDA Board on program execution, high-profile product opportunities, and challenges. + Serve as the EDA's expert on other… more
- BlackRock (Chicago, IL)
- …Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, ... to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives. **Job Description:** The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the company ... by combining the traditional roles of the Financial Advisor and Service Associate. Fosters and assists in the development of relationships with new clients in a call… more
- BlackRock (Atlanta, GA)
- …and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the ... Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and… more
- Truist (Atlanta, GA)
- …investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services * Advance and proven knowledge of deposit, credit and ... of a broad range of investment, credit, and banking products and services (financial planning, portfolio management, personal trust and estate planning, insurance… more
- CIBC (San Francisco, CA)
- …and timeframes, while accommodating given priorities + Use of CRM and/or financial services platform for advisory business + Experience in working with external ... about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex transactions required 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 ... Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth… more
- Truist (Dallas, TX)
- … and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services , and insurance services ) in a manner that ... Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth… more
- Aegon Asset Management (MD)
- …Risk; and Technology). Job Description Summary Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. ... of A egon , an integrated, diversified, international financial services group . The A egon companies employ over...and roll plan assets to an IRA under DOL fiduciary advice rules. + Explain and ensure participants understand… more