- Comerica (Charlotte, NC)
- Fiduciary Strategy Manager Ideate and create actionable plans to improve the overall trust organization and serve as a visionary for the trust organization to ... with correspondence with external auditors and regulators to set the standard of fiduciary risk and compliance excellence. Fiduciary Strategy & Planning… more
- PNC (Pittsburgh, PA)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by ... PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high-profile relationships. Ensures compliance with all… more
- M&T Bank (Wilmington, DE)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior… more
- NBT Bank (Manchester, NH)
- The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, agencies, endowments, ERISA plans and Investment ... Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance and direction to… more
- BMO Financial Group (Barrington, IL)
- …expertise for all aspects of investment management and administration to ensure compliance . Works collaboratively within the branch and the regional team as part ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held ... entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions… more
- City National Bank (New York, NY)
- * COMPLIANCE CONFLICT OF INTEREST MANAGER * WHAT IS THE OPPORTUNITY? This position is responsible for fiduciary analysis, monitoring, analyzing, and escalating ... to investments and other applicable activities of board members, senior officers, and other appropriate personnel. * Develop, execute...* For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). * For Wealth… more
- BMO Financial Group (Milwaukee, WI)
- Assists in the implementation, maintenance and administration of a specific compliance program. Coordinates and performs risk assessment, monitoring, testing and ... activities to ensure program remains current and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory,… more
- Trinity Health (Albany, NY)
- …and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager informed of issues affecting ... time **Shift:** Day Shift **Description:** **POSITION PURPOSE** Functions as General Manager responsible for the oversight and coordination of the day-to-day… more
- American Water (Camden, NJ)
- …on LinkedIn, Facebook, Twitter and Instagram. * American Water is hiring for a Senior Manager , Insurance! If you are a passionate Insurance professional seeking ... Officers' Liability, Employment Practices Liability. * * Financial Lines:* Surety Bonds, Fiduciary Liability. This position will own and lead the insurance function… more
- NBT Bank (Lakeville, CT)
- …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 ... complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and problem resolution… more
- Plante Moran (Cleveland, OH)
- Tax Manager or Senior Manager + Location: United States, Ohio, Cleveland Make your mark. Go beyond the numbers, do something different by developing rapport ... be limited to: + Managing all aspects of the annual tax compliance for business and individual clients including planning, scheduling, projections, extensions,… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their...tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Robert Half Finance & Accounting (Reno, NV)
- …of tax returns, tax filings, respond to tax notices (forward to accountants) and compliance . * Work with client teams to prepare and review quarterly projections and ... and other ad hoc requests developing strategies to minimize tax liabilities and ensure compliance with tax laws. * Enhance the process for detailed reviews of trust,… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Investment & Operations Analyst - Defined Contribution Plans within PNC's Asset ... field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. This position works as part of an investment service team in… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …- Analyze initial testing conclusions, including exceptions identified, and coordinate with Manager to hold discussions with LOB and compliance partners to ... in banking at Fifth Third Bank. GENERAL FUNCTION:As a Compliance Officer II (COII) you will conduct compliance...issuing the report. - Develops and report's findings to Senior Management regarding their business lines. - Execute increasingly… more
- CIBC (Atlanta, GA)
- …files, maintain mailing lists) + Act as back-up for Family Office Executive, Senior Relationship Manager and other Family Office Administrators + Mastery of ... to managing risk by ensuring compliance controls and processes (regulatory, compliance , fiduciary ) are integrated into day to day activities + Contribute… more
- Amalgamated Bank (New York, NY)
- …Public Accountant (CPA) + Certified Internal Auditor (CIA) + Certified Regulatory Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) ... Amalgamated Bank seeks a dedicated Senior Internal Auditor to be r esponsible for...and/or audit programs with minimal supervision. + Performs assigned compliance and substantive testing procedures for audits, for assistance… more
- Manulife (MS)
- …MIMT properties. + Implement stewardship policies and practices to meet state BMP compliance and SFI standards. + Assist Region Manager with communications ... **The Opportunity** The Senior Forester will be responsible for managing forest...with appropriate MIMT and MIMFM personnel and maintain client fiduciary obligations. + Maintain the highest standards of integrity… more
- Regions Bank (Hoover, AL)
- …Certified Internal Auditor (CIA) + Certified Public Accountant (CPA) + Certified Regulatory Compliance Manager (CRCM) + CRP **Skills and Competencies** + Ability ... into the careers section of the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for… more