- KeyBank (Toledo, OH)
- …complex accounts with a proactive, disciplined, consistent and comprehensive approach. ** Compliance ** + Fulfills Key's fiduciary responsibilities with utmost ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the...contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client… 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… 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)
- …strategy guidance. + Reviews portfolios to analyze investment performance. Maintains compliance with all internal policies and procedures. + Maintains deep expertise ... + Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of… 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
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