- Wells Fargo (New York, NY)
- …to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset… more
- CVS Health (Woonsocket, RI)
- …And we do it all with heart, each and every day. **Position Summary:** Sr Manager , HR Retirement & Benefits is a mixed role that supports the HR Retirement and ... between the trustee, investment advisor(s), consultants and recordkeeper for fiduciary oversight, investment changes and related issues including preparing… more
- Trinity Health (Ann Arbor, MI)
- …Nutrition Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for ... and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager , THS informed of issues… more
- Charles Schwab (Richfield, OH)
- …in the United States on a full-time basis without employer sponsorship.** The ** Senior Client Service Manager , Relationship Management** plays the critical role ... understanding of available solution sets to achieve successful outcomes. The ** Senior Client Service Manager , Relationship Management** will work together,… more
- Robert Half Accountemps (Long Beach, CA)
- Description Senior Tax Manager (CPA) Location: Long Beach, CA Employment Type: Full-Time Position Overview We are seeking an experienced Senior Tax ... and estates, high-net-worth individuals, and complex tax planning. The Senior Tax Manager will serve as a...and estates + Strong technical knowledge of estate, gift, fiduciary , and individual taxation + Experience managing multiple client… more
- Trinity Health (Fort Lauderdale, FL)
- …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
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: + Maintaining...business. + Support our in-house 3(21) & 3(38) ERISA Fiduciary program. + Creating and reviewing reports related to… more
- Robert Half Finance & Accounting (Sioux City, IA)
- Description We are looking for an experienced Senior Manager to join our client's team in Sioux City, Iowa. This position offers the opportunity to lead client ... preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic… more
- USAA (San Antonio, TX)
- …us special and impactful. **The Opportunity** As a dedicated **Capital Project Manager Senior ,** you'll lead and coordinate construction projects and suppliers, ... business leaders to meet project business goals while maintaining strong fiduciary and scheduling controls. + Develops and maintains communication plan with… more
- Microsoft Corporation (Redmond, WA)
- …of assigned business groups in the Puget Sound, Microsoft's Headquarters. As a Senior Portfolio Manager , Real Estate within Microsoft's Global Workplace Services ... governance models and guidelines. + Balance business needs with Microsoft's fiduciary responsibilities by upholding cost governance standards and protocols. +… more
- Amazon (Denver, CO)
- …of large scale construction programs. As the R2L (Remote to Local) Construction Manager (CM), you will work with broad set of stakeholders including Real Estate, ... track and communicate progress - Develop capital appropriation requests and manage fiduciary responsibility for approved budgets - Perform site visits on a periodic… more
- US Bank (Minneapolis, MN)
- …on industry regulations including but not limited to Regulation Best Interest, fiduciary standards, DOL PTE 2020, etc.. **Required Skills & Qualifications** + 10+ ... years of investment product management experience + Strong investment product knowledge including but not limited to mutual funds, UITs, ETFs, 529 plans, non-traded REITs, employer sponsored retirement plans + Knowledge of investment research tools such as… more
- Oracle (Santa Fe, NM)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (primarily ASC 606 and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls, Finance & Accounting, and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration… more
- KeyBank (Brooklyn, OH)
- **Location:** 4910 Tiedeman Road, Brooklyn Ohio **Job Summary** The Asset Management Audit Manager , while under the general direction of senior management, will ... on KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and… more
- NJEDA (NJ)
- …New Jersey's future with innovative economic development at NJEDA. Job Overview The Senior Product Officer - Venture Products works as an integral member of the ... NJEDA Board meetings. Projects: + Serves as a relationship manager for startups, venture capital firms, and angel investors....and panel participation. + Lead various programs as the senior subject matter and industry leading expert to create… more
- Brookings (Washington, DC)
- …our donor groups. + Support our Board of Trustees in carrying out its fiduciary responsibilities to protect and sustain the institution. + Partner closely with our ... week. Responsibilities Ready to contribute to Brookings Success? The Senior Coordinator, Individual Giving provides essential operational, administrative, and… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for ... Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems Auditor… more