- HUB International (Itasca, IL)
- …products, and deliver profitable long-term underwriting results for our program carrier. The Product Leader , Fiduciary / Management Liability will report ... operate independently under distinct brands (portfolio companies). **About Euclid Fiduciary :** Encore Fiduciary is division of SPG...with a program insurance carrier. + Serve as the product leader of the division's management… more
- Wells Fargo (Austin, TX)
- …with external resources + Resolve moderately complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables + Consult with outside ... **About this role:** Wells Fargo is seeking a Senior Fiduciary Advisory Specialist Working at Wells Fargo | Jobs...and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes… more
- Comerica (Wilmington, DE)
- …function, ensuring efficient allocation of resources and achievement of financial targets. Team Management * Lead and manage a high-performing team of trust ... Director Personal Fiduciary Services Manage and effectively service personal clients,...alignment with the organization's overall goals and objectives. * Lead and oversee operations across all Personal Trust segmentations… more
- Truist (Coral Gables, FL)
- …teammates and training 2. Lead with special projects for Wealth Region Support Leader / Fiduciary Group Support Leader 3. Contribute to a positive team ... the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client… more
- ADP (Aurora, CO)
- …consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans are met and to conduct periodic RFPs ... other TotalSource leadership to drive strategy, design, service enhancements and fiduciary oversight. offering supports over 500k worksite employees and Health… more
- Citigroup (DE)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time… more
- Wellington (Boston, MA)
- …functions; and * Connecting and collaborating with key support areas (Trading, Product Management , Legal and Compliance, IT, Global Relationship Group) and ... to work with a subset of research teams and lead global initiatives that will benefit our investment research....Philosophies & Processes (P&Ps) * Helping to provide risk management , fiduciary and supervisory oversight, and regulatory… more
- M&T Bank (York, PA)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product , Financial Planning, Managed Accounts or ... to the needs of the individual client to meet fiduciary standards. + Increase assets under management ...the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. +… more
- Truist (Atlanta, GA)
- …of a broad range of wealth products and services (financial planning, asset management , personal trust and estate planning, insurance and risk management ... Trust Advisors, Financial Planners, Credit Advisors and other wealth product partners based upon objective and sound financial planning...Specific activities may change from time to time. * Lead and manage one or more Truist Wealth Team's… more
- AON (Fort Washington, PA)
- …The client base is the large accounting firms across the country. The lead product is the Professional Liability along with cross-sell responsibilities for ... Cyber, EPL, ML, Crime, Fiduciary and Kidnap, and Ransom. Developing and maintaining relationships...is the large accounting firms across the country. The lead product is the Professional Liability along… more
- JPMorgan Chase (Miami, FL)
- …Duties: Responsible for marketing and implementation of investment, banking, and fiduciary solutions to Ultra-High Net Worth (UHNW) clients in/from Mexico using ... credit and lending transactions, and defining and implementing succession and fiduciary plans. Engage resources to deliver a complete wealth advisory solution… more
- JPMorgan Chase (Chicago, IL)
- …Tax Manager III within the Trusts & Estates (T&E) Tax practice team in Wealth Management (WM), you will play a crucial role in supporting the T&E practice by ... and communicate frequently with senior practice leaders, necessitating exceptional time management and organizational skills, as well as the ability to escalate… more
- M&T Bank (Annapolis, MD)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product , Financial Planning, Managed Accounts, or ... primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- Bank OZK (Fort Lauderdale, FL)
- …market. + Knowledge of regulatory issues and legal issues involving the day-to-day management of a Bank's fiduciary function necessary to its successful ... with insight on market industry trends, best practices, and product needs, and keeps abreast of changing economic, legal,...+ Ability to demonstrate effective sales, interpersonal and relationship management skills. + Ability to lead in… more
- BlackRock (New York, NY)
- …a product and technical roadmap. + Be an inspiring leader across the entire engineering organization to evangelize leading engineering practices, productivity ... and product technologies + Strong intellectual ability and stakeholder management skills, evidenced by being able to establish his/her credibility and influence… more
- City National Bank (New York, NY)
- …counsel, Executive Management Team, Chief Investment Officer/Investment team, and WM New Product Committee. * CNR Business Team Lead to CNR Mutual Fund ... resources. *What you will do* * Head of CNR Product Development Group. Develop, create, vet and implement/launch new...to applicable portions of the business. * CNR Business Lead to all CNB Vendor Management onboarding,… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... of our clients. **About the Role** Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management… more
- BlackRock (Boston, MA)
- **About this role** **The Company** Are you a Financial Services Industry leader with strategy and relationship management experience searching for a rewarding ... is responsible for using BlackRock's scale, industry knowledge, and risk management capabilities to build and expand partnerships with leading financial… more
- ADP (Miami, FL)
- …other employer tax costs. + Manage tax compliance and unemployment claims expenses and product budget. + Lead team that establishes and enforces SUI risk tiers ... Sr. Director, Tax - Audit & Finance, you will lead a team of PEO Tax and Audit associates...during audits and ensuring all employer tax and claims fiduciary , compliance and operational requirements are met. Like what… more
- Ensign-Bickford Aerospace and Defense (O'Fallon, MO)
- …our Core Values (https://ensign-bickfordind.com/ebi-core-values/) AFB International + AFB is the leader in pet food flavor enhancers. Ensuring product ... is located within our AFB International business, the global science and technology leader in pet food palatability. We develop and produce a full range of… more