- KeyBank (Plymouth Meeting, PA)
- …Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- World Insurance Associates, LLC. (Berwyn, PA)
- …the financial services division of World Insurance, is looking to add a Manager -Client Experience who will serve client advisors in their opening of accounts, ... annual calendar + Manage Plan Data Updates - Electronic PAL + Generate Fiduciary Investment Reviews + Investment Committee Minutes- complete and post to Fiduciary… more
- PNC (Pittsburgh, PA)
- …to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Pittsburgh, PA. The position is primarily based ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Manages all assigned trust owned real estate… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Fifth Third Wealth Advisor Manager acts as the primary contact for a designated group of clients and prospects ... Development- (40%-80%) + Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm. + Identify… 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
- 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 ... complex and significant portfolio investment risk management projects. * Monitor and analyze fiduciary investment risks and exposures on a short and long term basis.… more
- Bank of America (Philadelphia, PA)
- …probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Comcast (Philadelphia, PA)
- …materials and discussions for governance meetings and approvals (eg, Benefit Fiduciary Committee). + Ability to develop executive level presentation material and ... with Comcast's best practices and standard. + Supervisory responsibility for Senior Manager supporting health care strategy, design and vendor management. + Presents… more
- PNC (Philadelphia, PA)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... provide in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Base Salary ranges from $18-35/hour.… 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 ... role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and… more