- 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 (Denver, CO)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs Trusts Working at Wells ... term goals for highly complex financial planning needs + Lead the strategy and resolution of highly complex planning...and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes… 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
- Citigroup (Tampa, FL)
- The Lead Counsel I is an intermediate level position responsible for providing legal guidance and thought leadership to the business. The overall objective of this ... of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business + Partners with legal peers… more
- UKG (Ultimate Kronos Group) (Atlanta, GA)
- …candidate will have a strong background in banking or similar operations, fiduciary and trust powers, risk management , compliance, and experience leading ... to uphold fiduciary risks to maximize shareholder returns. + Risk Management : Collaborate with CSO/IT and other functions to develop and implement effective risk… more
- NJEDA (Trenton, NJ)
- …the State's long-term economic competitiveness and establish New Jersey as a leader within high - growth innovative strategic sectors. The Venture Products ... execution combined with a positive market impact. The Senior Product Officer will focus their efforts on growing all...as a key agent to support the development and management of a sophisticated $500 million suite of capital… 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 (Williamsport, 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
- NBT Bank (West Hartford, CT)
- …and increased interaction and cross selling efforts with other bank partners. Share product knowledge and promote other wealth management products such as ... subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investment and financial planning, in addition to capital markets and asset management . The Supervision department partners closely with the business to proactively ... Our department supports business units by managing activity/account reviews, product oversight, escalation/approvals and governance guided by specialized knowledge.… 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 (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
- AON (New York, NY)
- …or risk management ). + Build internal working relationships with Aon product specialists, brokers, producers and account executives. + Develop and deliver client ... or risk management ). + Build internal working relationships with Aon product specialists, brokers, producers and account executives. + Develop and deliver client… more
- JPMorgan Chase (New York, NY)
- …investment and fiduciary issues and emergent risks. **Job responsibilities** + Lead of investment risk management responsibilities for Global Private Bank in ... market risk monitoring, and exposure measurement. We value your strong risk management background and in-depth product knowledge across multiple asset classes… more
- M&T Bank (Prince Frederick, 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
- Wolters Kluwer (Coppell, TX)
- …to facilitate information flow between various functional teams, including Development, Product Management , Sales, Marketing and Finance. **Essential duties and ... goals and planning. + Collaborates with various internal departments such as Product Management , Support Customer Service, Development, Marketing, and Sales +… more
- Bank OZK (Jacksonville Beach, 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
- 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