- Wells Fargo (San Antonio, TX)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Oil and Gas Services within its ... WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth...Landman or Certified Professional Landman (AAPL) or Certified Mineral Manager (NARO) + Demonstrated ability to develop and enhance… more
- M&T Bank (Wilmington, DE)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior… more
- Citizens (OH)
- …for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for the ... and due diligence lifecycle. As the First Line Risk Senior Manager , you will represent the first...focus on aspects of compliance and operational risk for Wealth Management. This includes aspects of material risk related… more
- Charles Schwab (Westlake, TX)
- …helping us "challenge the status quo" and transform the finance industry together. As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), ... direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's… more
- Zions Bancorporation (Houston, TX)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in ... Houston, TX. A Fiduciary Services Manager develops new business and...work closely with Portfolio Managers, Specialty Asset Managers, and Wealth Advisors; make presentations both in-house and to prospective… more
- CIBC (Boston, MA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description The Audit Senior - Wealth Management is responsible for: 1) the ... at times leading internal audit team members. The position will focus on the Wealth Management line of business audit portfolio, which includes fiduciary account… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- M&T Bank (Norwalk, CT)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serves as… more
- US Bank (Minneapolis, MN)
- …you excel at-all from Day One. **Job Description** The Corporate Audit Services Senior Audit Project Manager is primarily responsible for supervising staff in ... from managers, however there are no direct reports. The Senior Audit Project Manager is a subject...years of applicable experience + Knowledge of consumer, payments, wealth , fiduciary and commercial banking products +… more
- Truist (Atlanta, GA)
- …Peachtree Rd, Atlanta, GA. Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high ... at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of...serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division… more
- City National Bank (Jersey City, NJ)
- ** SR . AUDIT MANAGER - TREASURY/FINANCE** **WHAT IS THE OPPORTUNITY?** Responsible for managing complex audits and supervising auditors assigned to the audit in ... to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and… more
- CIBC (Chicago, IL)
- …US offer focuses on integrated relationship management, where Investment Management Trust, Fiduciary , Asset Management, and Wealth Strategies teams work together ... Financing and Community Banking solutions to clients. **JOB PURPOSE** The Sr . Project Associate is responsible for coordinating and preparing project schedules,… more
- Zions Bancorporation (San Diego, CA)
- …banks in the Western United States. We are currently in search of a dedicated Wealth Market Manager to join our team of bank partners. At Zions Bancorporation, ... Community/Business Bankers + Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory services… more
- Regions Bank (Birmingham, 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
- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with ... respect to the Private Wealth business. The ideal candidate will have experience in...Berman's trust company and ensure that the trust company's fiduciary responsibilities are properly discharged. + Review and approve… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …on this team, you will support the business and its clients as a wealth manager , investment advisor, consultant, and constant partner in helping clients achieve ... of the firm. With a strong commitment to a fiduciary business model, the firm believes in connecting all...aspirations. As an Advisor Associate, you'll work directly with Senior Advisors to assist with the wealth … more
- JPMorgan Chase (Newark, DE)
- …advisors to manage Fiduciary Governance including the most senior Fiduciary Committees on behalf of the Wealth Management Solutions Business + Promote ... Do you enjoy conducting analysis and providing insights to senior leadership? Then you've found the right role! As...Then you've found the right role! As a Control Manager - Vice President in the Wealth … more
- Citizens (Wilmington, DE)
- Description The Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank NA (CBNA), reporting to ... industry trends and be an ambassador for the Bank in the fiduciary wealth management industry and the marketplace. + Responsible for setting and maintaining the… more
- Bank of America (Naples, FL)
- Senior Portfolio Manager Naples, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship and is… more
- Truist (Baltimore, MD)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more