- PNC (Louisville, KY)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. In this position, you will deliver FIS ( Fiduciary Investment ... of contact to provide: 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, and vendor fee and service benchmarking.… more
- TIAA (Boston, MA)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + Works ... direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law, court cases,...up not less than annually. + Serve as project manager over the trust digesting process (ie: prepares status… more
- M&T Bank (Costa Mesa, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …the traditional roles of the Financial Advisor, Service Associate and Branch Manager . Fosters and assists in the development of relationships with new clients ... Advisors to oversee over $2 billion in client assets to ensure proper fiduciary processes and procedures are integrated and aligned with business practices to… more
- CIBC (Boston, MA)
- …in our research process to target superior performance. We serve in a fiduciary capacity for our clients by working closely with our relationship management and ... risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary ) are integrated into day-to-day activities. **Client & Internal Engagement**… more
- UMB Bank (Rust, MI)
- …client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, ... for other bank products and services. + Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts… more
- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... working with client/banker to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days to a minimum.… more
- BlackRock (New York, NY)
- **About this role** **About the Company:** BlackRock is the largest asset- manager in the world and its mission is to help investors build better financial futures. ... As a fiduciary to investors and a leading provider of financial...seeking an experienced Researcher with a strong background in manager research across the full range of active strategies;… more
- WM (King George, VA)
- …well-field issues. Regularly communicates this with the Market Area Gas Operations Manager (MAGOM) and/or WMRE Operations Manager . + Manages various ... Identifies backup staff in coordination with the WMRE regional manager , and assigns call-out schedules to ensure that there...and interpretation. + Must be able to successfully manage fiduciary responsibilities. + Must be able to lift a… more
- WM (Elgin, SC)
- …independently, with lots of variety in your day + Discretionary paid time off with Manager approval + 100% paid tuition for you and your family + Medical, Dental, ... pipeline for household and commercial use. The RNG Plant Manager will be required to operate and maintain equipment...entry and interpretation. Must be able to successfully manage fiduciary responsibilities. Must be able to lift a minimum… more