- Truist (New York, NY)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... + Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect...Trust Administration or Law + 10 + years of fiduciary experience, with a focus on business development and… more
- BMO Financial Group (New York, NY)
- …("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
- City of New York (New York, NY)
- …and will be responsible for the strategic direction, operational execution, and fiduciary stewardship of the agency. - Provide strategic, operational, and ... fiduciary leadership of NYCERS in alignment with applicable laws, regulations, and best governance practices - Direct all facets of agency operations, ensuring… 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
- Ballston Spa National Bank (Ballston Spa, NY)
- …initiatives and representing BSNB at community events. + Manage the administrative and fiduciary functions in each of the accounts assigned. The nature of these ... of five years' experience in investments required, coupled with high wealth fiduciary responsibilities. Must be a self-starter and have a demonstrated ability to… more
- S&P Global (New York, NY)
- …payroll vendors across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and ... governance, service delivery and issue resolution. + Ensures compliance and fiduciary oversight of the company's payroll function across all regions. Ensures… more
- JPMorgan Chase (New York, NY)
- …with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and ... and JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting, tax and investments concepts + Problem Solving/Risk Management… more
- Lincoln Financial (Albany, NY)
- …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
- Zurich NA (New York, NY)
- …Professional Errors and Omissions, Insurance Company Professional Liability, and Fiduciary Liability. The ideal candidate will have experience reviewing complaints ... including Directors and Officers Liability, Insurance Company Professional Liability, Fiduciary Liability, and Errors and Omissions policies + Analytical skills… more
- KeyBank (NY)
- …and governance committees), etc. Moreover, partnering with the LOB while balancing the fiduciary oversight role is important. This role is expected to promote an ... organizational culture that encourages acknowledgement and recognition of compliance risks and places a high priority on risk management. **Essential Functions** + Serve on a team that provides an independent Second Line of Defense approach to oversee the… more