- Comerica (New York, NY)
- …Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate ... completing all other organization required compliance training. Stays current on fiduciary /tax/legal changes that effect a client's wealth plan or administration of… more
- MD Anderson Cancer Center (Houston, TX)
- …of maintaining a secure research environment, fulfilling funding agencies' fiduciary expectations, and providing research security risk-based guidance to appropriate ... strategy and operations as needed. * Supervises the research security Program Manager /Analyst tasked with the collection and analysis of OSINT and relevant… more
- City National Bank (Irvine, CA)
- …prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities ... business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are within CNB's… more
- Citizens (Tarrytown, NY)
- …intimately focusing on each client's unique circumstances. The Investment Operations Sr. Manager will be responsible for effective and efficient oversight of several ... include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business. Primary responsibilities include +… more
- Brookings (Washington, DC)
- …our donor groups. + Support our Board of Trustees in carrying out its fiduciary responsibilities to protect and sustain the institution. + Partner closely with our ... Development Research, Assistant Director of Development Research and the Development Research Manager . + Sets the strategy for the Development Research team in close… more
- BlackRock (New York, NY)
- …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 ... critical issues. Our clients are companies, governments, foundations and millions of individuals saving for retirement, their children's education and a better financial future. We know investor expectations, behaviours and perceptions are changing. At… more
- CareFirst (Baltimore, MD)
- …controls and alignment with the company's and departments budget and fiduciary requirements. Supports and improves supply base development programs (eg, supplier ... the required work experience. **Licenses/Certifications Preferred:** + Certified Purchasing Manager (CPM). **Experience:** 5 years strategic sourcing experience. **Preferred… more
- Citigroup (Queens, NY)
- …analyses of historical cash flows and performance data to verify investment manager track record returns + Support the monthly and quarterly reporting processes ... US Pension and 401(k) plans + Monitor funds closely, as part of the fiduciary responsibility, that have not performed as expected or engaged in activities that are… more
- PNC (Cleveland, OH)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Preferred Qualifications: *Prior working experience in Compliance or Audit ... *Knowledge of fiduciary activities specific to 12 CFR 9 and/or ERISA *Ability to work independently and problem solve. *Knowledge of Microsoft Suite products. **Job… more
- UMB Bank (Rockford, IL)
- …**Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based advice. We ... Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth strategy that… more