- Wells Fargo (New York, NY)
- …and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services. **Banking, Lending & Trust Center of ... geographically dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service offerings… more
- TD Bank (New York, NY)
- …Areas of focus would include but not be limited to: Overall Fiduciary and Principal responsibilities, Sales Leadership, Partnership Programs, People Acquisition and ... mandate, including the development of strategy and practice around Advisor effectiveness, retention, coordinating with other TDBG/Wealth management business and… more
- Farmingdale State College (Farmingdale, NY)
- …Oversight + Serve as a member of the President's Cabinet and a key advisor to the President. + Lead and manage the College Foundation as Executive Director, ... national stakeholders to expand the College's visibility and influence. + Provide fiduciary oversight and support fundraising efforts of the FSC Alumni Association… more
- New York State Civil Service (Albany, NY)
- …Hot Spot program and its 30 centers. They will serve as a key advisor on manufacturing-related policy and programs. This position plays a vital role in aligning ... the creation and retention of jobs in New York, while meeting fiduciary responsibilities and utilizing program resources effectively.* As directed, engage and… more
- Deloitte (New York, NY)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- US Bank (New York, NY)
- …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net ... wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS… more