- Fifth Third Bank, NA (Pittsburgh, PA)
- …Development- (40%-80%) + Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm. + Identify ... and cultivate lead sources, pursue networking opportunities through professional association contacts, and utilize available research and prospecting resources. + Create and maintain a contact database and an active pipeline (30, 60, 90 days) for qualified… more
- Comcast (Philadelphia, PA)
- …materials and discussions for governance meetings and approvals (eg, Benefit Fiduciary Committee). + Ability to develop executive level presentation material and ... data visualizations. + Ability to articulate complex topics in a concise and compelling business case to facilitate senior leadership review and decision making. + Builds understanding and awareness of physical wellbeing strategy, key initiatives, and their… more
- Vanguard (Malvern, PA)
- …Law degree (JD) required. + Experience in federal banking and state fiduciary standards applicable to non-depositary limited purpose trust companies required. + ... Knowledge of the Investment Advisers Act and the Internal Revenue Code is a plus. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for… more
- Veterans Leadership Program (Pittsburgh, PA)
- …planning and counseling, transportation services, temporary income support services, fiduciary and representative payee services, legal services to assist the ... eligible individual with issues that may contribute to the risk of suicide, and child care + Other services necessary for improving the mental health status and well-being and reducing the suicide risk of eligible individuals and their families as VA… more
- PNC (Philadelphia, PA)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits,… more
- Zurich NA (Pittsburgh, PA)
- …for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This ... is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and… more
- Wipfli LLP (Radnor, PA)
- …provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree… more
- Travelers Insurance Company (Harrisburg, PA)
- …professionals. Typical claims may include professional negligence, malpractice, breach of fiduciary duty and misrepresentation, among others. As of the date of ... this posting, Travelers anticipates that this posting will remain open until September 22, 2025. **What Will You Do?** + Follow operational policies to analyze, investigate, and resolve BSI claims of varying levels of severity with moderate supervision from… more
- PNC (Philadelphia, PA)
- …Preferred Qualifications: *Prior working experience in Compliance or Audit *Knowledge of fiduciary activities specific to 12 CFR 9 and/or ERISA *Ability to work ... independently and problem solve. *Knowledge of Microsoft Suite products. **Job Description** + Plans the execution of compliance programs to prevent illegal, unethical, or improper business practices. Develops ability to constructively challenge… more
- HUB International (Blue Bell, PA)
- …cost, to keep plans competitive overall. + Deliver compliance guidance as a fiduciary in accordance with ERISA and other regulations + Assist with participant ... enrollment, and scheduled participant education meetings. + Support efforts for conversion to new providers + Provide support and guidance for Mergers & Acquisition (M&A) and due diligence efforts + Manage Requests for Proposal (RFPs) + Identify and cross sell… more