- M&T Bank (Wilmington, DE)
- …Management activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and ... are completed in an accurate and timely manner. The Senior Compliance Advisor operates under...a thorough understanding of Wealth and Private Banking Products, Fiduciary Compliance Risk and how a Second… more
- PNC (Lexington, KY)
- …valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will ... PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high-profile relationships. Ensures compliance with all… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor I within PNC Private Bank organization, you will be based ... or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary … more
- Wells Fargo (Salt Lake City, UT)
- …governance and reporting and meeting compliance standards set by regulators. The Senior Fiduciary Specialists will field requests from the onboarding team to ... **About this role:** Wells Fargo is seeking several Senior Fiduciary Specialists as part of...setup agency, custody, IRA and trust accounts to ensure compliance with internal company requirements and/or government regulations. +… more
- Bank of America (Jersey City, NJ)
- Fiduciary Initiatives Executive (Lawyer) Jersey City, New Jersey;Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to ... make a difference. Join us! **The Business Team:** The Fiduciary Programs and Platforms (FPP) Team is a dynamic,...members and across the Merrill organization to tackle legal, compliance and regulatory issues as part of any strategic… 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 ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more
- Regions Bank (Birmingham, AL)
- …policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex ... of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... ensure client goals and objectives are achieved. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory standards and… more
- Truist (Palm Beach, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Truist (Atlanta, GA)
- …a proven track record working complex credit deals and/or in tandem with a senior credit advisor . Advanced and proven working knowledge of deposit, credit and ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...clients with wealth planning needs, and managing risk. This Senior Trust Officer (STO) position focuses on serving clients… more
- Whole Foods Market (Austin, TX)
- Job DescriptionThe Senior Counsel, Benefits and ERISA will work on the Labor, Employment, and Benefits Law team as a legal advisor to WFM's Total Rewards Team, ... in Austin, TX. Responsibilities: + Provide legal advice to senior leadership, business partners and the benefit plan committees...benefit plans. + Stay abreast of, advise and manage compliance with regards to federal, state, and local legal… more
- M&T Bank (Wilmington, DE)
- …and other trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the ... book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Maintain understanding of governing instruments including, Trust… more
- Citigroup (New York, NY)
- The Senior Lead Counsel 2 (Employment & HR) is...for serving as subject matter expert and key legal advisor concerning Citi's US health and welfare plans. The ... environment, including equity compensation, benefits and employment issues, and the fiduciary responsibility rules of ERISA. The candidate should be comfortable with… more
- Deloitte (Columbus, OH)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Deloitte (Columbus, OH)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... 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… more
- CIBC (New York, NY)
- …platform; + **Exercising** proactive and independent judgment when providing advice to senior management; + **Supervising** a Compliance staff to ensure that ... **Who You Are** + Strong working knowledge of OCC and SEC investment advisor regulations; + 10+ years asset management Compliance experience, preferably with… more
- CIBC (San Francisco, CA)
- …professionals as relevant + Coordinate team performance to ensure that all regulatory, compliance and fiduciary requirements are fulfilled **Who you are** + ... clients + Participates in client meetings (as needed) + Becomes a trusted advisor and partner to the client, intermediaries and Relationship Manager + Drives the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations + Plan for and review...tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income… more
- Air National Guard Units (Lincoln, NE)
- …financial advisor and technical expert to the Wing Commander, Senior Management Staff, GSU Commanders, and the Financial Management Board. Provides financial ... the relevance, accuracy, and timeliness of financial management products briefed to senior management. Exercises dual fiduciary responsibilities to the Wing… more