- SMBC (New York, NY)
- …SEC-registered investment advisers, with a focus on institutional asset management . + Deep expertise in SEC compliance, fiduciary standards, Investment ... fund documents. + Manage outside counsel and apply legal risk management standards and practices consistently with...Advisers Act, and other asset management regulations. Experience working at a bank-affiliated investment adviser… more
- Wells Fargo (Charlotte, NC)
- …needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... * Philanthropic services. * Closely held asset management . * Real estate... of overdrafts. + Develop an ability to identify fiduciary risk and escalate appropriately. + Act… more
- Wells Fargo (Austin, TX)
- …needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... * Philanthropic services. * Closely held asset management . * Real estate...to deliver a high-touch client experience within a strong risk management framework. + Build and maintain… more
- Wells Fargo (Palm Beach, FL)
- …needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. ... * Philanthropic services. * Closely held asset management . * Real estate...+ Deliver high-quality work-product within stated deadlines. + Identify fiduciary risk and suggest possible solutions. +… more
- Fiduciary Real Estate Development (Milwaukee, WI)
- …Representative/Construction Manager Do you have a strong background in construction management , excellent organizational skills, and a proven ability to coordinate ... among multiple contractors? Our Owner's Rep/Construction Manager position at Fiduciary Real Estate Development, a multi-family real estate development firm,… more
- JPMorgan Chase (Dallas, TX)
- …CPM, RPA, or broker license) preferred. + 7-10 years of commercial and/or residential asset management experience, ideally in fiduciary , private banking, or ... Real Estate Executive ("REE") in JP Morgan's Real Property Asset Management ("RPAM") team, you will play...repairs; identify cost savings and revenue opportunities. + Implement risk management strategies for assigned assets and… more
- Berkshire Bank (Boston, MA)
- Division: Asset Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer, Wealth Management Status: ... - 60 State St Purpose/Objective: The VP, Compliance Officer Asset Management will develop, strengthen, and maintain...will provide leadership and strategy for the compliance and risk management of the Wealth Management… more
- KeyBank (Brooklyn, OH)
- …focused on KeyBank's Asset Management business, including wealth management , investment advisory, and fiduciary services. The Audit Manager will be ... **Location:** 4910 Tiedeman Road, Brooklyn Ohio **Job Summary** The Asset Management Audit Manager, while under the general direction of senior management ,… more
- PNC (Louisville, KY)
- …to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in Louisville, KY. The ... reporting on investment results. + Demonstrates knowledge of complex investment and asset management strategies. + Responsible for maintaining and growing assets… more
- M&T Bank (Buffalo, NY)
- …+ Resource management skills + Strong decision-making skills + Risk management -focused + Demonstrated interpersonal skills. + Demonstrated analytical skills. ... manager or Leadership Development Manager-MDP. **Department Description:** Provides relationship management and fiduciary advisory services to corporate… more
- JPMorgan Chase (Jersey City, NJ)
- …audit department in financial services industry + Knowledge of Asset Management products and services, including related fiduciary activities and applicable ... lookout for a talented Senior Associate to join our Asset Management Internal Audit team. This is...stakeholders, business management , other control groups (ie risk management , compliance, fraud prevention), external auditors,… more
- JPMorgan Chase (Flagstaff, AZ)
- …services meet or exceed client commitments while ensuring that environmental or financial risk management reporting is conducted in a timely and professional ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- BlackRock (Wilmington, DE)
- …member accountable for managing risk within the firm by supervising asset reconciliations along with exception management processes. We attest that BlackRock ... ensure the accuracy of BlackRock position data used in asset management , analytics, compliance, and regulatory processes....tactical delivery in previous role(s) which enhanced the efficiency, risk management and control oversight of team… more
- US Bank (Milwaukee, WI)
- …of portfolio management , administration, and portfolio analysis/ risk management + Thorough knowledge of fiduciary principles and the implications ... various real estate asset classes.** Manages a specialty asset portfolio within the Asset Management Group client trust and agency accounts. Provides… more
- BlackRock (Wilmington, DE)
- …purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn ... $13.5 trillion in assets on behalf of investors worldwide! **The Team** The Asset Servicing Reconciliation Team is a dedicated group of professionals who ensure that… more
- BlackRock (New York, NY)
- … fiduciary and enterprise risks. RQA's mission is to advance the firm's risk management practices and deliver independent risk advice and constructive ... / Experience** + 2-5 years of experience in market risk management , portfolio management or...Strong knowledge of equity markets, portfolio construction techniques, and cross- asset risk frameworks. + Familiarity with scenario… more
- KeyBank (Brooklyn, OH)
- …wealth management related (eg - trust/ fiduciary , asset management , private banking, securities, etc.) compliance, risk management , and/or ... and/or industry sponsored certifications in wealth management , trust, and/or fiduciary risk management and/or compliance (eg - CFIRS (Certified … more
- Adecco US, Inc. (Webster Groves, MO)
- …services to individuals, families, and other entities. These services include asset management , retirement planning, estate planning, and comprehensive financial ... **Investment Client Service Manager -** ** Fiduciary Financial Planning and Wealth Management ...recordkeeping across custodial, CRM, and planning systems. **Compliance & Risk Management ** + Ensure all client interactions… more
- M&T Bank (Washington, DC)
- **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
- Adecco US, Inc. (Webster Groves, MO)
- …services to individuals, families, and other entities. These services include asset management , retirement planning, estate planning, and comprehensive financial ... on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk management . **Financial Planning & Investment Management ** +… more
