- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Senior Manager to oversee the delivery of its Trust Services ... offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and associates located… more
- Wells Fargo (Philadelphia, PA)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Fiduciary Specialty Asset Manager to support Real Estate Asset Management Services within ... goals with confidence. WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services designed to meet the… more
- Bank of America (Conshohocken, PA)
- Regional Fiduciary Officer Wilmington, Delaware;Chicago, Illinois; Pennington, New Jersey; Boston, Massachusetts; Conshohocken, Pennsylvania; Charlotte, North ... Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Conshohocken, PA)
- Fiduciary Tax Team Leader Providence, Rhode Island;Chicago, Illinois; Wilmington, Delaware; Conshohocken, Pennsylvania; Jacksonville, Florida **Job Description:** At ... mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet...aligned to company Great Place to Work goals. + Manager of Process & Data: Demonstrates deep process knowledge,… more
- PNC (Pittsburgh, PA)
- …an opportunity to contribute to the company's success. As a Compliance Program Manager Sr within PNC's Enterprise Compliance - AMG organization, you will be based ... * Program includes following areas of expertise: - Administration of personal fiduciary accounts (trusts, estates, investment management, IRAs, etc.) - Knowledge of… more
- Bank of America (Pittsburgh, PA)
- Portfolio Manager III Pittsburgh, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and compliance, investment… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As an Investment Manager /Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management ... field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. This position works as part of an investment service team in… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Bank of America (Conshohocken, PA)
- …Description** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving ... wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments, participating… more
- PNC (Philadelphia, PA)
- …a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate ... portfolio investment risk management projects * Monitor and analyze fiduciary investment risks and exposures on a short and...Hadoop * Working and advance understanding of MSCI (Wealth Manager + BarraOne), Bloomberg and FactSet * CFA/FRM preferred… more