- Raymond James Financial, Inc. (Denver, CO)
- …responsibilities as assigned. **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Fiduciary rules and regulations of the OCC; and/or the New Hampshire ... and/or training approved by Human Resources. **Licenses/Certifications** + Certified Fiduciary and Investment Risk Specialist (CFIRS) preferred + Additional… more
- Bank of America (Newport Beach, CA)
- …Description** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving ... wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments, participating… more
- Regions Bank (Knoxville, TN)
- …custody, trust, and estate, ensuring account administration follows the fiduciary procedures. **Primary Responsibilities** + Conducts Initial and Annual ... conjunction with the assigned Trust or Wealth Advisor + Supplies Portfolio Manager with documentation of non-standard asset reviews for Annual Investment reviews +… more
- PNC (OH)
- …time as required. Preferred Skills/Experience : *Previous experience in a Fiduciary environment with a strong understanding of governing agreements working in ... trust administration for a wealth manager . *Experience making discretionary decisions based on governing documents *Experience with wealth management account… more
- Bank of America (Norfolk, VA)
- …Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving ... wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments, participating… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Bank of America (Chicago, IL)
- …Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving ... + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Catholic Health (Buffalo, NY)
- …times to meet the needs of each shift in the department Summary: The Nurse Manager under the leadership and in collaboration with the Director and Vice President of ... of programs of patient care for designated patient populations. The Nurse Manager facilitates collegial relationships between care teams. The Nurse Manager … more
- Wellington (Boston, MA)
- …our perspectives with those of our clients. **About the Role** **THE POSITION** The Risk Manager , Fixed Income (Risk Manager ) position is part of the Global Risk ... fund, equity, fixed income, and research strategies. The Risk Manager will engage closely with our individual fixed income...Products and Fund Strategies colleagues to ensure the firm's fiduciary needs on investment risk are met. * Participate… more
- Trinity Health (Athens, GA)
- …Type:** Full time **Shift:** **Description:** **POSITION PURPOSE** Functions as General Manager responsible for the oversight and coordination of the day-to-day ... met, while cultivating service/product quality and customer satisfaction. Ensures the Regional Manager , THS and RHM stakeholders are kept abreast of issues or… more