- KeyBank (Brooklyn, OH)
- … Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... projects and testing. The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting… more
- KeyBank (Brooklyn, OH)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or… more
- Deloitte (Dayton, OH)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more