- Principal Financial Group (Bakersfield, CA)
- **What You'll Do** In our Institutional Trust and Custody Customer Care team, the role of ** Relationship Manager -** **Principal Custody Solutions** ... contacts, trustees, and third-party administrators that are in our institutional space. This role is the strategic partner to...experience in both DB and DC products. + Deep Trust and Custody experience strongly preferred for… more
- City National Bank (Los Angeles, CA)
- …Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, ... monitoring program in accordance with audit methodology and based on industry/ institutional knowledge, emerging risks, and regulatory changes and expectations.… more