- Neuberger Berman (New York, NY)
- …to provide comprehensive client service and administrative / operational support to a Senior Fiduciary Officer in the administration of trust, estate, ... Trust Company policies and procedures, ensuring successful audits. + Assist Fiduciary Officers in the calculation of annual distribution amounts and documentation… more
- Citizens (Wilmington, DE)
- Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering ... of Trust Officer and Trust Associates. + Serve on various fiduciary /governance committees and project teams. Qualifications + 7-10 years of successful … more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... to make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and… more
- Bank of America (Wichita, KS)
- Senior Trust Officer Wichita, Kansas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- Bank of America (Los Angeles, CA)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II, Private Banking Los Angeles, California **Job...Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within… more
- US Bank (Fargo, ND)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- Edward Jones (St. Louis, MO)
- …division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. Edward Jones Trust Company provides a full range of ... Edward Jones Trust Company guidelines, and federal and state fiduciary standards + Deep discovery for asset identification, asset...execution of the overall estate plan strategy while limiting fiduciary , regulatory and legal risk in all 50 states… more
- University of Utah (Salt Lake City, UT)
- Details **Open Date** 06/12/2024 **Requisition Number** PRN38866B **Job Title** Senior Vice President **Working Title** Chief Executive Officer , University of ... Posting may close at any time)** **Job Summary** The Senior Vice President for Health Sciences ( SVPHS )...the University. The SVPHS also serves as Chief Executive Officer ( CEO ) of the University of Utah… more
- US Bank (Lisle, IL)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- ASM Global (Detroit, MI)
- …Detroit Mayor Albert E. Cobo (1950-1957). Reporting to the CEO, the Chief Financial Officer (CFO) is a senior executive for the Detroit Regional Convention ... procurement policies, HR practices, and IT governance. Additionally, the CFO holds fiduciary responsibility for the organization's 401k and 457b plans in conjunction… more
- MTA (Brooklyn, NY)
- Agency Chief Equal Opportunity Officer - MTA Bus/NYCT Job ID: 9711 Business Unit: MTA Headquarters Location: Brooklyn, NY, United States Regular/Temporary: Regular ... 2024 Description JOB TITLE : Agency Chief Equal Opportunity Officer - MTA Bus/NYCT SALARY RANGE : $165,000 -...compliance statistics as it relates to equal opportunity. Daily fiduciary duties of the ACEOO include the administration of… more
- Novant Health (Winston Salem, NC)
- Job Summary The Chief Health Informatics Officer (CHIO) is responsible for designing solutions to provide worldclass technology capabilities so that Novant Health ... the clinical informatics space. Reporting to the Chief Medical Officer , the CHIO is a physician executive leader who...as well as the Digital Products and Services (DPS) senior leadership team to craft game-changing strategies for the… more
- Carlile Transportation (Anchorage, AK)
- …the expectation to spend time in both locations.** The Chief Financial Officer (CFO) is accountable for the administrative, financial, and information technology ... external customer audits, and utilization reporting. + Participate in retirement plan fiduciary oversight. + Study long-range economic trends and projects for future… more
- Comerica (Frisco, TX)
- Chief Investment Officer The CIO will be a key member of the WM Senior Leadership Team and will provide enterprise wide leadership of Investment Strategy, ... for Private Wealth, Comerica Financial Advisor and Trust & Fiduciary clients. The CIO will collaborate closely with the...Wealth Mgt IPC, which is made up of 8 senior leaders who set the asset allocation polices for… more
- UNC Health Care (Rocky Mount, NC)
- …8. Assists in negotiating and settling claims in a manner that protects the fiduciary interest of the organization. 9. Assists in the analysis of intensive analysis ... illegal, unethical, or improper conduct. Collaborates with Human Resources and senior leadership to determine appropriate path for investigation and handling of… more
- M&T Bank (Norwalk, CT)
- …grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer 's discretion. Escalates risk issues identified in work assignments. Takes ... and other trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins Financial ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Opportunity International (Chicago, IL)
- The Senior Vice President of Finance is responsible for the overall operational direction of the organization's financial and accounting functions, ensuring ... grantors. + Administer and monitor all financial functions to keep the senior leadership team informed about the organization's financial status. + Prepare financial… more
- Providence (Irvine, CA)
- **Description** **THE ROLE** The Division Senior Corporate Counsel position is responsible, under the guidance of Department of Legal Affairs (DLA) Leadership, for ... Joseph Health ("Providence"), and for specific projects as assigned. The Division Senior Corporate Counsel has a significant degree of independence exercised in… more