- Wells Fargo (Bellevue, WA)
- …outstanding talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs ... term goals for highly complex financial planning needs + Lead the strategy and resolution of highly complex planning...AK, and HI **Required Qualifications:** + 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through… 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 ... to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting...appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as ... Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco,...County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states… more
- Trinity Health (Pontiac, MI)
- …Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for successfully ... with THS Regional Managers and RHM stakeholders. Works with all levels of senior leadership and management teams at RHMs and within the region. Develops and… more
- Wipfli LLP (Radnor, PA)
- …and make a difference, Wipfli is the place for you. Job Summary: As a Senior Manager in Partnership Tax, you'll conduct primary and secondary reviews of complex tax ... K-Partnership taxation. Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax… more
- Truist (Atlanta, GA)
- …wealth product partners based upon objective and sound financial planning and advisory concepts. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... Specific activities may change from time to time. * Lead and manage one or more Truist Wealth Team's...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more
- Truist (Houston, TX)
- …are not mentioned below. Specific activities may change from time to time. + Lead and manage one or more Specialty Wealth teams to include an assigned national, ... and profitability in the Legal Specialty and Medical Specialty client segments + Effectively lead the team to work with various specialists and IRM partners who are… more
- BlackRock (New York, NY)
- …stewardship is one of the ways in which BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship ... shareholder meetings is to advance our clients' financial interests. As part of our fiduciary duty to our clients, we consider it one of our responsibilities to… more
- Administrative Office of the US Courts (Washington, DC)
- …Director. Responsibilities The Associate Director of DAS serves as the principal senior executive overseeing a broad portfolio of services that support the federal ... Systems, and staff support for certain Judicial Conference Committees and Advisory Councils. For each program within this portfolio, the Associate Director… more
- Truist (Jupiter, FL)
- …advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- Trinity Health (Livonia, MI)
- …position will support compliance investigations and audits and regularly interface with senior leaders and outside counsel. This position will report to Trinity ... in coordination with the needs of the System Office and assigned Ministries' senior management teams and consistent with the strategies and priorities of the… more
- EMCOR Group (Farmingdale, NY)
- …**Report to: Company President and CEO (with functional and fiduciary reporting relationship to CFO, EMCOR Construction Services)** **Location: Farmingdale, ... Standards Board, the Securities and Exchange Commission, and other regulatory and advisory organizations and industry and Corporate and local best practices. The… more
- City of New York (New York, NY)
- …Officer, the Deputy Chief Investment Officer (DCIO) will be a member of the BAM senior leadership team and a voting member of the Investment Committee. The DCIO will ... lead the Economically Targeted Investment (ETI) program and will...implement this reinvigorated program. In partnership with the BAM senior leadership including the Asset Class Heads, the Systems'… more