- Wells Fargo (New York, NY)
- …oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple ... team + Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team + Ensure the delivery… more
- City National Bank (New York, NY)
- *INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance… more
- Oracle (Albany, NY)
- …technical competence, outstanding collaboration skills and are recognized as highly valued business partners. Our primary areas of focus include: + ** Fiduciary ... operates in. + **Relationship and Collaboration:** We work proactively with the business leaders of Oracle's operating units and assist them in understanding the… more
- KeyBank (Amherst, NY)
- …tools and techniques to analyze, quantify, and/or assess risks and to evaluate controls to identify potential weaknesses and/or control gaps. + Clearly document ... the execution of compliance monitoring and testing across Key's lines of business , products, and functional activities. Individuals in this role assist in the… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -INVESTMENT ADVISORY* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and advisory role ... supporting assigned business units including two registered investment managers. The role...with applicable laws, rules, and regulations, and ensuring effective controls are in place to mitigate compliance risk. Maintaining… more
- Oracle (Albany, NY)
- …and ASC 842) and in alignment with Oracle's Revenue Recognition, Internal Controls , Finance & Accounting, and Business Practices policies. Revenue Recognition ... you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in...date and thorough knowledge of Oracle's Revenue Recognition, Internal Controls , Business Practices and Finance & Accounting… more
- Oracle (Albany, NY)
- …highest standard of compliance with US GAAP, Oracle's Revenue Recognition policies, Internal Controls , Business Practices and Finance & Accounting policies. As a ... of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core...US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls , Finance & Accounting and Business Practices… more
- M&T Bank (New York, NY)
- …and external sources, and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions for a comprehensive wealth ... management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall… more
- M&T Bank (Buffalo, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... Leadership Development Manager-MDP. **Department Description:** Provides relationship management and fiduciary advisory services to corporate retirement accounts, concentrating on… more
- Tompkins Community Bank (Rochester, NY)
- Overview Responsible for the management and business development of Tompkins Financial Advisors (TFA) in an assigned market. Expected to ensure an exceptional client ... services including planning, investments and trust services; lead wealth management business development efforts within the market; oversee or manage assigned wealth… more