- Fidelity TalentSource LLC (Warrington, PA)
- …regular investment updates to clients and associates.Successful sales history in the fiduciary planning and asset management business and confirmed ability to ... prior to hireRequired: 5+ years industry experience in financial services or a related field, 10+ years preferred.Required: 3-5...handle and thrive in a high volume business and challenging priority environmentAmbitious spirit and the ability… more
- 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 (Pittsburgh, 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
- 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
- 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
- PNC (Pittsburgh, PA)
- …or trust. The ITO conducts administrative reviews, communicates administrative and fiduciary issues to clients, beneficiaries and to appropriate committees within ... to client and beneficiary inquiries. The ITO ensures that regulatory and fiduciary obligations are met, including tax and distribution requirements for charitable… 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
- 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
- Bank of America (Pittsburgh, PA)
- …integrated service to the client. **Job Description:** + Actively support Client Teams in delivering consistently high-quality banking, credit, trust, ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...fiduciary , and investment services to the most… 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
- PNC (Erie, PA)
- …assist the core activities of the group by applying knowledge learned to drive business results (eg, deal, sales, or process support , internal or external ... program you will have the opportunity to gain exposure to a specific line of business , expand the tools you need to launch your career, and complement your education… 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
- Ally (Harrisburg, PA)
- …Who We Are: Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. ... requests in Deposit Operations. In this role, you will support Ally Bank in the handling and disposition of...supports and/or any legal documents and account maintenance of fiduciary accounts. **The Work Itself** * Perform research and… more
