- JPMorgan Chase (New York, NY)
- …global risk team members and senior risk management to discuss risk issues associated with suitability and fiduciary risk . + Engage in regular ... required or related field + 7+ years in financial risk management , in Asset ..., or Private Banking, with experience overseeing Suitability and Fiduciary Risk . + Appreciate the value of… more
- Federal Reserve Bank (St. Louis, MO)
- …including management , operations, earnings performance, compliance, and asset management . + Assess the effectiveness of risk management , including ... St. Louis Our Supervision Division is looking for a Fiduciary Risk Specialist / Trust Examiner, to...(Yes / No)** No **Job Category** Bank Examination, Credit Risk Management **Work Shift** First (United States… more
- TD Bank (Fort Lauderdale, FL)
- …Overview:** US Wealth Compliance acts as an independent regulatory compliance and conduct risk management and oversight function as described in the US ... Mass Affluent clients of TD Bank, NA encompassing banking, custom credit, asset management , securities, investment advisory and insurance) through multiple legal… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management . ... relationship services + Identify customer needs and offer solutions while managing the risk of accounts + Administer client accounts in order to create, expand, and… more
- M&T Bank (Wilmington, DE)
- …client relationships (may or may not have a specific book of clients). Provide fiduciary risk oversight of fiduciary accounts managed by Trust Officers. ... Market Leaders, and Area Executives with respect to trust services, new business acceptance, risk identification, risk management and risk mitigation.… more
- PNC (Cleveland, OH)
- …role reports directly to the Fiduciary Market Manager. Key responsibilities include: - Asset Management - Investment & Fiduciary Management - ... with documents, state law, policy and procedure. Responsible for risk management , compliance related issues and assisting...Internal Fiduciary Administration - Internal Investment Book Management - Risk Management **Job… more
- Wellington (Boston, MA)
- …income risk analysis gained from meaningful experience in institutional investment management and risk management . S/he should be continually apprised ... Products and Fund Strategies colleagues to ensure the firm's fiduciary needs on investment risk are met....insights, risk concerns and measurements. * Ensure Risk Management reports, dashboards, and industry leading… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... for complex trust relationships. + Assess and manage risk , exercise fiduciary discretion and judgment, and...accordance with the Company's Risk Appetite. Identify risk -related issues needing escalation to management . +… more
- Citigroup (Queens, NY)
- …Operational teams to continuously develop and follow best practices and procedures in Plans asset management . + Support the CIO in all aspects of PPIC/401(k) ... Manager for US Pension Investments ("USPI") will bolster the Risk & Controls framework of the USPI team, including...relations, presentation preparation, asset allocation, and liquidity management and fee/expense… more
- BlackRock (Los Angeles, CA)
- … fiduciary and enterprise risks. RQA's mission is to advance the firm's risk management practices and to deliver independent risk expertise and ... understand how personal passions and strengths connect with our purpose. **Alternatives** ** Risk Management ** BlackRock manages over $300 billion in alternative… more
- Truist (Orlando, FL)
- …functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with ... within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including… more
- JPMorgan Chase (Newark, DE)
- …ongoing day to day administration of accounts. You will also be responsible for risk management , client relationship management , and personal development and ... long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities : + Work with...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Edward Jones (St. Louis, MO)
- …in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. Edward Jones Trust Company provides a ... Edward Jones Trust Company guidelines, and federal and state fiduciary standards + Deep discovery for asset ...execution of the overall estate plan strategy while limiting fiduciary , regulatory and legal risk in all… more
- North Carolina Central University (Durham, NC)
- …budgeting, accounting, contract administration, purchasing, human resources, internal auditing, insurance management , and risk management . Posting Detail ... Systems (CMMS), Interscope, and Anaplan. + Human Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. +… more
- PNC (Pittsburgh, PA)
- …to be successful in this position. **Preferred Skills** Asset Management , Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial ... As an Institutional Trust Officer II within PNC's Institutional Asset Management organization, you will be based...state and federal regulations, policy and procedure. + Handles risk management and the resolution of legal… more
- M&T Bank (Williamsport, PA)
- …products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net ... and controls in accordance with the Company's Risk Appetite. Identify risk -related issues needing escalation to management . + Promote an environment that… more
- JPMorgan Chase (Newark, DE)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... a team of Trust Officers and Administrators in the management of fiduciary accounts. Under their supervision,...client call backs and collection of client documentation + ** Risk & Controls -** adhere to and maintain the… more
- Truist (Atlanta, GA)
- …and integration of a broad range of wealth products and services (financial planning, asset management , personal trust and estate planning, insurance and risk ... administration, credit administration and compliance) to implement the company's risk management practices, policies and procedures. QUALIFICATIONS Required… more
- Wellington (Boston, MA)
- …develop well-articulated investment Philosophies & Processes (P&Ps) * Helping to provide risk management , fiduciary and supervisory oversight, and regulatory ... (shorting, absolute return mindset), investment science and advanced data skills, portfolio management capabilities, and risk taking; and * Providing ongoing… more
- Bank of America (Dallas, TX)
- …+ Account Management + Customer and Client Focus + Oral Communications + Risk Management + Written Communications + Collaboration + Decision Making + Issue ... maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners… more