- Neuberger Berman (New York, NY)
- **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust Company of Delaware NA (collectively referred to as the " Trust Companies") are ... Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and...dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer -… more
- NBT Bank (Norwich, NY)
- …Director of Fiduciary Services to provide support to the WM Trust , Retirement and Investment departments. Coordinate with WM Compliance Officer to ensure ... $72,094.00 - $96,088.00 Manages back office support for the Trust function. Ensures supporting resources are functioning at optimal...efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on daily… more
- City of New York (New York, NY)
- …and will be responsible for the strategic direction, operational execution, and fiduciary stewardship of the agency. - Provide strategic, operational, and ... fiduciary leadership of NYCERS in alignment with applicable laws,...Decisive and transparent leader who fosters accountability and cultivates trust - Emotionally intelligent, ethical, and grounded in public… more
- BMO Financial Group (New York, NY)
- …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
- Lincoln Financial (Albany, NY)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- WTW (New York, NY)
- …needs of health and welfare plans + Understanding of the fiduciary health plan litigation landscape, emerging litigation trends, and governance structure ... and conviction records. **EOE, including disability/vets** At WTW, we trust you to know your work and the people,...team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We… more
- BlackRock (New York, NY)
- …As the world's largest asset manager, leading provider of financial technology and fiduciary to investors, our clients turn to BlackRock for solutions to their most ... on responsibility in a fast-paced and growing environment. **We'll trust you to:** + Provide advice and guidance on...**We'd love to see:** + Demonstrated ability to inspire trust and openness amongst colleagues and clients together with… more
- Deloitte (New York, NY)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more
- Citigroup (Queens, NY)
- …products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on ... FINRA requirements, Investment Advisors Act, Regulation Best Interest, Reg 9/ Fiduciary requirements, Federal and state insurance regulations, with expertise in key… more