- Citizens (PA)
- Description The Fiduciary Business Support Manager I is responsible for management and execution of key fiduciary services governance activities ... the governance activities of each committee associated with Citizens' fiduciary services business and strategy....Primary Responsibilities + Serving as secretariat to the various fiduciary service governance committees that support… more
- PNC (Philadelphia, PA)
- …the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned ... Assessments **Competencies** Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem… more
- Wells Fargo (Philadelphia, PA)
- …this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas ... and lines of business at wellsfargojobs.com . **In this role, you will:**...of assigned investment management and trust accounts + Perform fiduciary duties as an officer of the bank +… more
- M&T Bank (Radnor, PA)
- …strategies to address client needs. + Partner with local market leaders to ensure fiduciary services are consistent with business line objectives. + Ensure ... of 9 years' experience administering fiduciary accounts or related legal\ business experience in the financial services industry including technical trust… more
- PNC (Ligonier, PA)
- … platform and systems in order to support the investment management and fiduciary business and assure the highest level of risk management control and ... book of business . **Job Description** + Engages in investment and fiduciary administrative activities under the direction and oversight of an Investment Advisor… more
- Commonwealth of Pennsylvania (PA)
- …ST07 Bureau / Division Code 00211742 Bureau / Division Bureau of Administrative Services /Division of Support Services Worksite Address 1451 Hillside Drive ... - $88,235.00 Annually Location Lackawanna County, PA Job Type Civil Service Permanent Full-Time Job Number CS-2024-93912-40200 Department Department of Human … more
- Ascensus (Dresher, PA)
- …deliver investment consulting services to institutional clients. Investment and Fiduciary Consulting provides governance and investment support to qualified ... more secure financial future through retirement plans, insurance and consulting services . Newport offers comprehensive plan solutions and consulting expertise to… more
- Citizens (PA)
- …in the governance of investment management products and services , including direct support to the Chief Fiduciary and Investment Officer of the firm. + ... ultra-high net worth clients, 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments...and mitigation of material risks within the organization. + Support the business in the development and… more
- M&T Bank (York, PA)
- …and insurance from high net worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community ... of solutions and full scope of investment products and services catered to the needs of the individual client...Business Banking staff to ensure quality referrals. + Support partnerships/relationships with Retail and Business Banking,… more
- CSL Behring (King Of Prussia, PA)
- …mindset and culture; promotion/cultivation of innovation to accelerate realization of business value and outcomes; and alignment of service partner ... on priorities and investments as well as delivery of quality of service /availability of key capabilities and services . **Reporting Relationships:** List other… more
- M&T Bank (State College, PA)
- …and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community ... interests in mind; offer an array of products and services best suited to meet those needs; sell and...suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. +… more
- PNC (Pittsburgh, PA)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary ). The Client Service Associate also partners with Advisors/Leaders on any ... Requests * Inquiry Requests * Risk Management **Job Description** + Provides sales, service and execution support for new and ongoing client relationships. May… more
- HUB International (Blue Bell, PA)
- … Representative, you will be responsible for managing a block of existing business while applying exceptional service standards resulting in strong retention. ... retirement plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans +… more
- TEKsystems (Radnor, PA)
- …This position, which plays a critical role within the IT team, works closely with business peers, technology service providers, and the other members of the IT ... team bringing forward opportunities to leverage technology to better secure, support and grow the business . Responsibilities Application Support &… more
- JS Held LLC (Chadds Ford, PA)
- …We have diverse practice areas, most notably providing interim executive, fiduciary , investor, operational and investment banking services . In addition, ... providing financial, operational, investment banking, technical, scientific, and litigation support expertise across all industries and situations. Our professionals… more
- Truist (Philadelphia, PA)
- …sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, ... and client retention goals by acquiring new clients through business development and expanding services and marketing...mortgage, planning, investment, trust and fiduciary services , and insurance services )… more
- Pennsylvania State University (Lemont Furnace, PA)
- …as needed. + Support all endowment and grant administration for the business area. + Supervise, evaluate and train assigned staff. + Oversee regular financial ... to recruit, develop and retain outstanding people who efficiently provide exceptional service in support of Penn State's teaching, research and public… more
- Highmark Health (Harrisburg, PA)
- …(CISO) to develop and implement department strategic plans and action steps that support the corporate strategic objectives. Defines service levels and monitors ... This job directs and manages Information Security and Risk Management (ISRM) services for the enterprise. This technical leader provides leadership to the… more
- HUB International (Pittsburgh, PA)
- …of a vast network of experts who will help you reach your goals through risk services , claims management, and compliance support . And this gives you the peace of ... **Location:** Pittsburgh, PA (Hybrid) **Job Responsibilities:** + Primary customer service communication, both written and oral, with clients, sub-brokers and… more
- PNC (Pittsburgh, PA)
- …Management's Compliance organization supporting the Asset Management Group (AMG) line of business . This position is primarily based in a PNC location. Preferred ... * Previous experience within the Wealth Management industry or working with Fiduciary accounts. *Expertise in securities movement and control, including security set… more