- KeyBank (Toledo, OH)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Charles Schwab (Richfield, OH)
- …in the United States on a full-time basis without employer sponsorship.** The ** Senior Client Service Manager , Relationship Management** plays the critical role ... understanding of available solution sets to achieve successful outcomes. The ** Senior Client Service Manager , Relationship Management** will work together,… more
- Oracle (Columbus, OH)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (primarily ASC 606 and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls, Finance & Accounting, and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration… more
- KeyBank (Brooklyn, OH)
- **Location:** 4910 Tiedeman Road, Brooklyn Ohio **Job Summary** The Asset Management Audit Manager , while under the general direction of senior management, will ... on KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the… more
- KeyBank (Pepper Pike, OH)
- …+ Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of ... service to the client. + Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with the client. +… more
- PNC (Cleveland, OH)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. The Client Service Associate serves as the primary point of contact ... across all PNC Private Bank products and services (Banking, Investment and Fiduciary ). The Client Service Associate also partners with Advisors/Leaders on any client… more
- KeyBank (Brooklyn, OH)
- …Road, Brooklyn Ohio The Client Administrator (CA) is accountable to assist a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as ... internal clients. **ESSENTIAL JOB FUNCTIONS** + Work in partnership with a Senior Institutional Advisor/Relationship Manager to service and monitor an assigned… more