- First Horizon Bank (Knoxville, TN)
- …listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high ... quality fiduciary services. Officer assumes primary responsibility for overall client...primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate… more
- JPMorgan Chase (Dallas, TX)
- …is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our ... wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries,...gas assets held in these entities. Each Mineral Property Manager is responsible for overseeing a book of accounts… more
- Robert Half (Dallas, TX)
- …Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing...with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment ... reviews and performance evaluations aligned with investment objective and fiduciary guidelines. + Oversee complex investment portfolios including due diligence… more
- TD Bank (Manchester, NH)
- …Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and planning for an assigned ... to obtain tax information, prepare and file applicable federal and state fiduciary income tax returns, and ensure appropriate planning is conducted and completed.… more
- US Bank (Cincinnati, OH)
- …oversight and management of the administration, risk management and relationship management of fiduciary and investment accounts for two or more teams of four to ... beneficiaries, relationship managers, attorneys, accountants and advisors. Provides expert fiduciary advice, demonstrates document interpretation acumen as well as… more
- Bank of America (Chicago, IL)
- …information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), ... managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment. + The… more
- HUB International (Itasca, IL)
- …by transformative digital capabilities and sophisticated data and analytics. **About Encore Fiduciary :** At Encore Fiduciary , we strive to be best-in-class ... To underwrite profitable new and renewal business opportunities in Encore Fiduciary 's fiduciary and management liability underwriting departments by: +… more
- Lilly (Indianapolis, IN)
- …investment program** (multi-billion dollar alternative portfolio), directly leading manager selection, portfolio construction, and performance attribution + ... meetings and annual Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA, DOL, and SEC requirements, maintaining robust… more
- American Water (Camden, NJ)
- …and forecasting are essential to this mission. As the Claims & Insurance Manager , you will be instrumental in managing and optimizing our Insurance-Claims programs, ... allowable under law or the insuring agreement. Reporting to the Sr. Manager , Insurance (or Director, Insurance), you will be responsible for overall claims… more