- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education and experience to provide advice and guidance on technical fiduciary issues in support of sales efforts and the Pre-Acceptance Committee ("PAC") ... **Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems… more
- M&T Bank (Wilmington, DE)
- …leadership, Wealth Advisors, Trust Officers, and other internal partners. Serve as key fiduciary consultant to Wealth Advisors and Market Leaders as they develop ... **Overview:** Oversees and implements the organization's fiduciary strategy by providing leadership, direction and oversight of efforts associated with the Trust… more
- CareFirst (Owings Mills, MD)
- **Resp & Qualifications** **PURPOSE:** The Investment Consultant is responsible for the financial administration of CareFirst's pension and 401(k) plans and ... audit of financial statements of all retirement plans and ERISA compliance consultant for the financial government reporting and disclosures for plans. Responsible… more
- BECU (Bonney Lake, WA)
- …regarding BECU Benefits can be found here . **IMPACT YOU'LL MAKE:** As a Member Consultant II, you will play a key role in delivering a seamless and high-quality ... areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. + Sign all line and loan documents that originate through… more
- Ascensus (Queens County, NY)
- …in-house ERISA teams. Learn more at FuturePlan.com. The Vice President, Sales Consultant 's primary responsibility is to facilitate the growth of new relationships ... expense reports and other special tasks as requested. + Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost +… more
- M&T Bank (Iselin, NJ)
- …Management Services, Loan Market Solutions - Supports the 2nd Line of Defense Fiduciary Risk Oversight program through execution of the CRM Program and related ... initiatives: Requirements & Standards Documentation, Compliance Monitoring Activities, Compliance Control Management, Compliance Risk Assessment (CRA), Participation in Governance Committees, Forums, and Working Groups, Targeted Risk Assessments, Training… more
- M&T Bank (York, PA)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more
- M&T Bank (Annapolis, MD)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product, Financial Planning, Managed Accounts, or insurance experience… more
- M&T Bank (Columbia, MD)
- …Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product, Financial Planning, Managed Accounts or insurance experience ... Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, and… more
- Stanford University (Stanford, CA)
- …Write, edit, and project manage major and principal gift proposals. + Execute fiduciary responsibility to ensure that gifts are awarded and utilized in accordance ... Manage vendors/consultants on specific projects and may oversee key vendor and consultant relationships. + May manage program budget, goals, and objectives in… more