- Wells Fargo (Winston Salem, NC)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Winston Salem, NC)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Citigroup (Charlotte, NC)
- …behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. + Assist the Fiduciary SME team in ... The Senior Auditor is an intermediate level role responsible...control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize… more
- Wells Fargo (New York, NY)
- …oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple ... team + Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team + Ensure the delivery… more
- M&T Bank (Washington, DC)
- …skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary ... the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource...to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance… more
- Wells Fargo (Charlotte, NC)
- …other departments in the firm including Product Management, compliance, operations, business control , EIT, supervision etc. + Experience implementing policies ... Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the...of analytic tools and firm resources, key investment risk controls , and the resolution to control alerts.… more
- The MITRE Corporation (Mclean, VA)
- …is seeking a Business Partner (BP) to serve as a financial advisor supporting senior leaders of the business . They will be the primary source of day-to-day ... financial management and business decision support, playing...positive relationship with customer stakeholders. They should take a fiduciary perspective towards their work with their customer, prioritizing… more
- Aegon Asset Management (Cedar Rapids, IA)
- …corrective action plans. + Draft compliance reports and present/discuss findings with business process owners and senior management. + Active participation in ... Summary Supports Transamerica's retirement compliance program for record-keeping and fiduciary administration services provided to our qualified retirement plan… more
- JPMorgan Chase (Jersey City, NJ)
- …skills, with the ability to establish credibility and build strong partnerships with senior business and control partners + Strong analytical skills ... of information in accordance with firm policy + Partner with stakeholders, business management, other control groups (ie risk management, compliance, fraud… more
- Oracle (Salem, OR)
- …technical competence, outstanding collaboration skills and are recognized as highly valued business partners. Our primary areas of focus include: + ** Fiduciary ... operates in. + **Relationship and Collaboration:** We work proactively with the business leaders of Oracle's operating units and assist them in understanding the… more
- CVS Health (Woonsocket, RI)
- …between the trustee, investment advisor(s), consultants and recordkeeper for fiduciary oversight, investment changes and related issues including preparing ... and optimize workflow of investment activity needs. + Assist in fiduciary oversight matters, including support of Investment Subcommittee meetings. + Manage… more
- M&T Bank (Los Angeles, CA)
- …external sources, and the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions for a comprehensive wealth ... management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall… more
- KeyBank (Brooklyn, OH)
- …tools and techniques to analyze, quantify, and/or assess risks and to evaluate controls to identify potential weaknesses and/or control gaps. + Clearly document ... the execution of compliance monitoring and testing across Key's lines of business , products, and functional activities. Individuals in this role assist in the… more
- USAA (San Antonio, TX)
- … leaders to meet project business goals while maintaining strong fiduciary and scheduling controls . + Develops and maintains communication plan with ... special and impactful. **The Opportunity** As a dedicated **Capital Project Manager Senior ,** you'll lead and coordinate construction projects and suppliers, such as… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -INVESTMENT ADVISORY* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and advisory role ... supporting assigned business units including two registered investment managers. The role...with applicable laws, rules, and regulations, and ensuring effective controls are in place to mitigate compliance risk. Maintaining… more
- Oracle (Santa Fe, NM)
- …and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls , Finance & Accounting, and Business Practices policies. Revenue Recognition ... you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in...date and thorough knowledge of Oracle's Revenue Recognition, Internal Controls , Business Practices and Finance & Accounting… more
- Oracle (San Juan, PR)
- …highest standard of compliance with US GAAP, Oracle's Revenue Recognition policies, Internal Controls , Business Practices and Finance & Accounting policies. As a ... of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core...US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls , Finance & Accounting and Business Practices… more
- CareFirst (Baltimore, MD)
- …ties back to departmental and/or customer budgets. Maintains and supports expenditure controls and alignment with the company's and departments budget and ... fiduciary requirements. Supports and improves supply base development programs (eg, supplier diversity, local economic development, green sustainability programs).… more
- Federal Reserve Bank (Philadelphia, PA)
- …the oversight of all core supervision which includes the following business units: safety and soundness examinations and off-site monitoring; information technology ... examinations; fiduciary examinations; enforcement; and applications. To succeed in this...updates and discussion of supervisory matters with the Bank's senior management and Directors as appropriate in cooperation with… more