- 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
- Wells Fargo (Charlotte, NC)
- …related initiatives as needed + Escalate fiduciary risks to the Head of Fiduciary & Investment Risk, Senior Management, and the Board, as appropriate + ... this role:** Wells Fargo is seeking a Director of Fiduciary Risk Oversight in Operational Risk Management as part...effective challenge, and timely escalation of key risks to senior leaders and governance forums + Develop, manage, and… more
- Charles Schwab (Boston, MA)
- …the status quo" and transform the finance industry together.** As a Senior Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... 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 advice… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, ... tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income...using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager , and BNA Income Tax Planner a plus +… 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 ... portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies. Manages individual securities (stocks,… more
- Trinity Health (Pontiac, MI)
- …Nutrition Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for ... and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager , THS informed of issues… more
- Plante Moran (East Lansing, MI)
- Estate Planning Senior Advisor or Manager + Location: United States, Michigan, East Lansing + Location: United States, Michigan, Grand Rapids Make your mark. ... the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as...individuals + This position may be filled as a Senior Advisor or Manager depending on applicable… more
- Truist (Baltimore, MD)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- NJEDA (Trenton, NJ)
- …Structure: + The Senior Product Officer will report to ad epartment Manager who will directly oversee the NJIEF in addition to other department products. The ... effective execution combined with a positive market impact. The Senior Product Officer will focus their efforts on growing...to have high speed home internet access and a manager 's approval. This program does not supersede the "New… more
- Commerce Bank (Leawood, KS)
- …Experience working with clients in a multi-generational environment both from an advisory and fiduciary perspective required + Certified Financial Planner (CFP) ... customized wealth management solutions for a portfolio of relationships comprised of fiduciary , investment management, and custody clients, and in their role as… more
- Wipfli LLP (Augusta, ME)
- …a professional home, Wipfli offers a career-defining opportunity. Job Summary: As a Senior Manager in Partnership Tax, you'll conduct primary and secondary ... K-Partnership taxation. Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax… more
- Zions Bancorporation (San Diego, CA)
- …+ Serves as senior market leader with respect to the wealth advisory services business, ensuring that a full range of investment services are provided to ... Western United States. We are currently in search of a dedicated Wealth Market Manager to join our team of bank partners. At Zions Bancorporation, our Wealth… more
- Neuberger Berman (New York, NY)
- …operational and risk teams through all stages of the development of new advisory initiatives, including drafting and updating advisory agreements, drafting fund ... Berman's trust company and ensure that the trust company's fiduciary responsibilities are properly discharged. + Review and approve...reduce risk with respect to all aspects of the advisory business. **Qualifications:** + At least five years of… more
- CIBC (Boston, MA)
- …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 timely ... in accordance with the annual audit plan; 2) assisting with other audit advisory services and special projects; 3) actively participating on audits in all phases… more
- Citigroup (Tampa, FL)
- …Form ADV, Form CRS and other disclosures/filings, fund distribution agreements, sub- manager agreements, model provider agreements, fiduciary trading issues, ... subject matter expert in area of responsibility and provide advisory services to business partners + Monitors management of...+ Work under the supervision of one or more senior attorney in support of the Restricted and Control… 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 ... and will have oversight over the Diverse and Emerging Manager and Brokerage programs and the broader ESG program,...implement this reinvigorated program. In partnership with the BAM senior leadership including the Asset Class Heads, the Systems'… more
- PNC (Irvine, CA)
- …training and on the job learning while gaining visibility among the firm's senior leadership. Upon entering the AMG Development Program, analysts will join either ... servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist… more
- EMCOR Group (Farmingdale, NY)
- …**Report to: Company President and CEO (with functional and fiduciary reporting relationship to CFO, EMCOR Construction Services)** **Location: Farmingdale, ... We have a New York City accredited Site Safety Manager who is director of safety for Heritage and...the Securities and Exchange Commission, and other regulatory and advisory organizations and industry and Corporate and local best… more
- University of Washington (Seattle, WA)
- …Associate Dean of Administration and Operations and serves as the business manager / senior administrative and managerial support for the Department, including ... into the areas listed below. S/He acts in an advisory capacity to the Department Chair and various Department...private, University, and foundation sources to ensure ethical and fiduciary practices. + Interacts with faculty and staff to… more
- MTA (Jamaica, NY)
- …on (The Agency's) compliance statistics as it relates to equal opportunity. Daily fiduciary duties of the ACEOO include the administration of (The Agency's) EEO ... rights (nondiscrimination) Programs. + Facilitate conversations with the Agency's executives, manager , and staff to ensure that diversity and equal opportunity… more