- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Compliance Manager - Testing ( Fiduciary & Trust) is responsible for leading and executing ... independent compliance testing reviews across KeyBank's Wealth and Fiduciary business lines. Operating within the broader Compliance Risk Management organization,… more
- Wells Fargo (Boca Raton, FL)
- …all begins with you. About this role: Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within its ... goals with confidence. WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services designed to meet the… more
- Citigroup (New York, NY)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... coordination with the Audit team. The overall objective is to utilize in-depth subject matter expertise to ensure that the firm meets audit standards and regulations and to work with business leaders to determine solutions for emerging issues.… more
- NBT Bank (Syracuse, NY)
- …desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience ... in developing business and managing investment accounts Skills and Abilities: + Thorough knowledge of economics, markets (both equity and fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate… more
- Bank of America (Dallas, TX)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, North ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary -Officer\_25029784-2) **Job Description:** At Bank of America, we are… more
- PNC (Pittsburgh, PA)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by ... an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be based in Pittsburgh, PA. The… more
- KeyBank (Hartford, CT)
- …Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities ... market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and… more
- Wells Fargo (Dallas, TX)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo |...with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in… more
- BMO Financial Group (Los Angeles, CA)
- **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more