- Fifth Third Bank, NA (Cincinnati, OH)
- …favorable tax status in Global Markets. + Partner with Securities Lending Agent and/or Investment Advisor on global activity, such as shares segregated due to ... sub-custodians. + Research causes for overdrafts and prepare claims to Investment Manager and/or Securities Lending agent as needed SUPERVISORY RESPONSIBILITIES:… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …new associates to fill vacancies, etc. - Serves as a top architectural/engineering advisor to the US Navy on the construction of Navy Exchange facilities and ... analysis to help frame key issues related to Capital investment ; information will be used in executive packages and...the VP of Facilities, with wide latitude for exercising independent judgment to perform the work described. The VP… more
- Deloitte (Cleveland, OH)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... family offices, and closely-held business owners. We provide comprehensive, independent , and objective wealth transfer planning advice, and help clients… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.** ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your ... corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services. We offer personalized attention, ... reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management… more
- Commerce Bank (Bloomington, IL)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex… more
- First National Bank of Omaha (Fort Collins, CO)
- …operations model across the Wealth division. + Serve as a strategic advisor to division management and actively participate in business meetings, risk committees, ... OCC, and state trust regulations. + Responsible for the ongoing independent oversight of the division, including anticipating, assessing, monitoring and reporting… more
- KeyBank (NY)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary services compliance. ... Manager - Trust & Fiduciary is responsible for leading and executing independent compliance oversight across KeyBank's Wealth and Fiduciary business lines. Operating… more
- KIK Consumer Products (Dallas, TX)
- …exceptional execution with unwavering ethics. As one of North America's largest independent manufacturers of consumer products, KIK helps a large portfolio of brands ... and long-term growth objectives. + Serve as a trusted advisor and primary point of contact with Amazon managing...product availability and minimize chargebacks. + Ad and promotional investment to maximize ROI. + Establish and maintain reporting… more