- BMO Financial Group (Chicago, IL)
- …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
- DR Horton, Inc. (Schaumburg, IL)
- …Acts as the conscience of the division which involves fiduciary responsibilities, business process improvement and challenging the thinking/decisions of ... entire management team. *Essential Duties and Responsibilities* * Has the fiduciary responsibility of enforcing the operating procedures and policies established by… more
- First National Bank of Omaha (Sugar Grove, IL)
- …affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and ... to provide basic investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively within a team… more
- DR Horton, Inc. (Schaumburg, IL)
- …financial projections. Act as the conscience of the division, involving fiduciary responsibilities, business process improvement, and challenging the thinking and ... the following. Other duties may be assigned. * Assume the fiduciary responsibility of enforcing the operating procedures and policies established by… more
- Lincoln Financial (Springfield, IL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- AON (Chicago, IL)
- …for clearance and resolution of OOB positions for all Trade and Non/ Fiduciary intercompany balances + Manage the settlement process of Intercompany balances + ... for clearance and resolution of OOB positions for all Trade and Non/ Fiduciary intercompany balances + Manage the settlement process of Intercompany balances +… more
- PNC (Chicago, IL)
- …systems, and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be a ... Morningstar Report Portal and Morningstar Presentation Studio * fi360's FirmPlus or Fiduciary Toolkit interface and Seismic a plus * Microsoft Excel, including use… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... undue risk. COMPLIANCE REQUIREMENTS/RESPONSIBILITIES + As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. + As a manager of people, this job must ensure all employees… more
- Deloitte (Chicago, IL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... undue risk. **What you'll be doing** As a hands-on Lead Software Engineer in technology architecture, you will architect and drive the design and development of complex, highly integrated, data-intensive custom software. Work with a team of experienced… more