- KeyBank (Albany, NY)
- **Location:** 66 South Pearl Street, Albany New York **Job Summary** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in … more
- KeyBank (Amherst, NY)
- …The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes, ... + Minimum 3 years of wealth management related (eg - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or… more
- City National Bank (New York, NY)
- …and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across ... the control environment and enhance risk management practices. * Monitor Fiduciary activities for adherence to CNB's policies and procedures, including ongoing… more
- KeyBank (Albany, NY)
- …focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation clients. ... the Institutional client segment and oversee the delivery of fiduciary advice to IA clients. Every RM has an...Responsible for overseeing and coordinating the delivery of all fiduciary services. Apply sound fiduciary judgment to… more
- AON (New York, NY)
- …include: Directors and Officers Liability, Employment Practices Liability, Crime, Fiduciary Liability, and Kidnap/Ransom. + Analyze and present sophisticated ... deep experience in directors' and officers' (D&O), employment practices liability (EPL), fiduciary , crime, and kidnap, ransom, and extortion (KRE). FSG works closely… more
- City National Bank (New York, NY)
- …to further professional and community engagement for CNB/RBC DE. * Ensure that Fiduciary Polices, Programs, and procedures are followed by ESS and Trust colleagues ... Estate Settlement Services. * Oversee a book of terminating/closing trusts as assigned by Fiduciary Division (CNB and RBC DE) and serves as the primary resource for… more
- M&T Bank (Buffalo, NY)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product, Financial Planning, Managed Accounts, or insurance experience… more
- BlackRock (New York, NY)
- …our team:** + Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment ... shareholder meetings is to advance our clients' financial interests. As part of our fiduciary duty to our clients, we consider it one of our responsibilities to… more
- JPMorgan Chase (New York, NY)
- …+ Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive ... that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary , corporate and partnership income tax laws, with ability to apply… more
- Oracle (Albany, NY)
- …highly valued business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records for the ... entities are operating in compliance with Oracle's policies and procedures + Fiduciary responsibility and accountability for the audits of the statutory financial… more