- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, ... Work style: Hybrid Worker Date: 17 Dec 2025 In compliance with applicable laws, HSBC is committed to employing...our communities, and the planet we all share. The Senior Equity Portfolio Manager is responsible for… more
- KeyBank (Portland, ME)
- …complex accounts with a proactive, disciplined, consistent and comprehensive approach. ** Compliance ** + Fulfills Key's fiduciary responsibilities with utmost ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the...contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client… more
- TD Bank (Portland, ME)
- …through expert objective guidance and independent challenge.** **In this position, the Compliance Manager will manage the regulatory change management process, ... regulatory compliance risk and conduct risk.** **Job Summary:** The Compliance Business Oversight Manager provides advice, support and objective guidance… more
- CVS Health (Woonsocket, RI)
- …on role. The Sr Manager will manage, execute, and report on the compliance obligations and needs of CVS Health HR Benefit teams. Duties include: + Monitor ... with heart, each and every day. **Position Summary:** Sr Manager , HR Retirement & Benefits is a mixed role...teams in two critical areas; investment operations and benefit compliance . Benefit plans include retirement plans, health, and welfare… more
- BMO Financial Group (West Palm Beach, FL)
- …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
- 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
- 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 ... deep expertise in trusts and estates, high-net-worth individuals, and complex tax planning. The Senior Tax Manager will serve as a trusted advisor to clients… 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
- Wells Fargo (New York, NY)
- …all client segments **About this role:** Wells Fargo is seeking a **Wealth Banking Senior Manager ** to support the Northeast region. This leader will be ... is also a leading provider of trust, investment, and fiduciary services, including personal trust services. **Banking, Lending &...well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a team of… more
- US Bank (Irving, TX)
- …cash and check services, and call center activities. The Corporate Audit Services Senior Audit Project Manager is primarily responsible for supervising staff in ... engagements with minimal supervision from managers, however there are no direct reports. The Senior Audit Project Manager is a subject matter expert in a… 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
- TD Bank (New York, NY)
- …regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support and ... more specific details for this role. **Line of Business:** Compliance **Job Description:** **Why Work with Us?** At TD...and discretion in interacting and communicating with staff and senior management of the Bank with respect to significant… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... solutions, insurance products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: + Maintaining a strong… 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, ... Services' standards and guidelines deliver intended business benefits. + Ensure compliance in project design and construction deliverables with authorities having… 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 ... tax preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance . * Offer… 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 ... ensuring alignment with Microsoft's standards and business needs. + Ensure compliance with established space governance models and guidelines. + Balance business… more
- US Bank (Minneapolis, MN)
- …due diligence process on new and existing products to ensure suitability, compliance , and competitiveness + Work closely with connected internal teams such as ... Supervision, Operations, Legal, and Compliance on product procedures and policy. _Financial Advisor Support...regulations including but not limited to Regulation Best Interest, fiduciary standards, DOL PTE 2020, etc.. **Required Skills &… 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… 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 ... ensure client goals and objectives are achieved. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory standards and… more
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