- US Bank (Irving, TX)
- …years of applicable experience **Preferred Skills/Experience** + Considerable knowledge of fiduciary , trust and investment services operations + Knowledge of bank ... operations, products/services, systems, and associated risks/controls + Considerable knowledge of Risk/Compliance/Audit competencies + Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact bank operations… more
- Zurich NA (St. Louis, MO)
- …for Financial Lines Products (Directors and Officers, Employment Practices Liability, Fiduciary Liability and Crime Insurance) for private, nonprofit companies. This ... is a market facing position and we are looking for someone with a strong sales mindset who will proactively seek renewal and new account opportunities, as well as identify growth opportunities. Building strong relationships with retail distributors (agents and… more
- Wellington (Boston, MA)
- …a growth mindset regarding technical skills (eg coding, AI, etc.), uphold fiduciary responsibilities and possess a flexible mindset with the desire to learn/grow ... and contribute in a Team setting. In addition, the Analyst will regularly interact, collaborate and share research with other investment professionals across our global investment platform, including other credit analysts, equity analysts who cover similar… more
- S&P Global (Centreville, VA)
- …risk management and control activities align with approved risk appetite and fiduciary obligations + Conduct regular audits and risk assessments to identify ... potential weaknesses, noncompliance issues, and hidden risks across business operations. **Strategic Leadership, Collaboration, Stakeholder Engagement & Change Management** + Collaborate with business units and functions to integrate compliance and risk… more
- US Bank (Minneapolis, MN)
- …impacting wealth management, investment advisory services, and knowledge of trust and fiduciary + Subject matter expert level of understanding of bank operations, ... products/services, systems, and associated risks/controls + Subject matter knowledge of Risk/Compliance/Audit competencies + Strong process facilitation, project management, and analytical skills + Business acumen and credibility to help business line(s)… more
- Northern Light Health (Brewer, ME)
- …initiation, and composition of supplier agreements and contracts as a fiduciary agent and steward of our healthcare systems' resources, including effective ... management of contractual related risks. + Analyze bids based on total cost/supply to identify opportunities to achieve optimal value. + Manages spend by category (Category Management) for commodities used by multiple service lines and provider organizations.… more
- US Bank (Milwaukee, WI)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments,… more
- Blue Cross and Blue Shield of Minnesota (Eagan, MN)
- …work accordingly to these commitments with explanations to deviations. * Exemplify fiduciary stewardship over all financial assets. Adhere to conducting work through ... development and approved policies, processes, and controls to ensure compliance and to mitigate risks for the organization. * Assist the Investment Director on any other initiatives including but not limited to support on board and committed related content. *… more
- Insight Global (Elk Grove, CA)
- …other legal documents. * Oversees legal aspects of joint ventures, including fiduciary duties, risk, and compliance. * Liaise with government agencies, external ... counsel, and business partners. * Leads internal legal team and manages outside counsel. * Enforces company policies and ensures regulatory, health, and safety compliance. * Supports employment law matters and internal audits. * Oversees retail contracting,… more
- H&R Block (Kansas City, MO)
- …sufficient to understand and explain elements of personal, corporate, partnership, fiduciary , estate, gift, and international taxation + Oral, written, and ... interpersonal communication skills + Proficiency in MS Word, Excel, and PowerPoint is helpful but not required + Writing skills to explain complex tax information in a clear manner and in plain language It would be even better if you also had + Bachelor of… more
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