- KeyBank (Portland, ME)
- …responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth ... of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...platform utilized by Wellington's sponsored funds as well as sub- advisory funds with similar financing needs. The Fund Treasury… more
- Henry Ford Health System (Detroit, MI)
- …and Maintenance work, generally falling under the Epic Clinical Documentation Manager 's direction. PRINCIPLE DUTIES AND RESPONSIBILITIES: + Works independently to ... high level of responsibility for completion of CPM-related projects. Serves as program manager for all upgrades to CPM content, including: + Developing and refining… more
- Zurich NA (New York, NY)
- …+ Lead or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities and / or ... managers (ie, primary fund commitments) that conform to investment mandates and across multiple strategies, including buyouts, growth equity, and venture capital. +… more
- M&T Bank (Buffalo, NY)
- …Manager -MDP. **Department Description:** Provides relationship management and fiduciary advisory services to corporate retirement accounts, concentrating on mid- ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...to large-size, complex advisory relationships. **Department Responsibilities:** Lead interactions with mid- to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …sophisticated, multi‑entity family office. This role leads end‑to‑end accounting, reporting, investment administration, compliance , and tax functions across a ... closely with internal stakeholders and external advisors. Primary Responsibilities Client & Advisory Support + Collaborate across tax, estate, trust, insurance, and … more
- Bank of America (Pennington, NJ)
- …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- TD Bank (New York, NY)
- …across TD Securities (TDS), including Markets Sales and Trading leaders, Technology, Advisory Compliance , and Risk functions. The incumbent provides strategic ... New York, New York, United States of America **Hours:** 40 **Line of Business:** Compliance **Pay Detail:** $150,000 - $250,000 USD TD is committed to providing fair… more
- TD Bank (New York, NY)
- …be considered). + 7 to 10 years of knowledge and experience in AML compliance , preferably including investment banking / broker-dealer experience at a large ... financial crime risk. This involves providing guidance on regulatory compliance , close partnership with business and legal, and operationalizing requirements… more
- TD Bank (New York, NY)
- …part of TD Securities. GMD is a client facing team responsible for advisory services across trading desks and clients through capital markets deal origination ... + Participate in client meetings and calls to provide capital markets legal agreement advisory and guidance. + Assist with advisory services to the trading floor… more