- Access Dubuque (Dubuque, IA)
- …As a Trust Officer, you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met with ... tax reporting + Attract and develop new trust and investment management business + Serve as the main point...in the best interest of the client + Ensure compliance with state and federal trust laws and regulatory… more
- WTW (Burlington, VT)
- …Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to ... of client captives through active engagement in underwriting, regulatory compliance , financial management, and governance. The Account Manager collaborates closely… more
- City of New York (New York, NY)
- …has committed $5 billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in the city's history. This ... investment , coupled with a commitment to reduce administrative and...- Executive Office Operations and Policy - Division of Compliance and Enforcement - Division of Housing Incentives -… more
- US Bank (Charlotte, NC)
- …Consumer and Business Banking, Payment Services, and Wealth Management and Investment Services business lines, and centralized support for commercial lending, ... integrating other internal audit subject matter teams (product/service, technology, compliance , financial crimes, etc.) to ensure appropriate and efficient coverage… more
- Rochester Precision Optics (West Henrietta, NY)
- …technology trends. + Oversee equipment maintenance, calibration schedules, and capital investment planning. + Ensure optimal utilization of space, utilities, and ... culture through clear expectations, coaching, and performance management. + Ensure compliance with HR policies, safety protocols, and operational procedures. You… more
- CBRE (Los Lunas, NM)
- …from the founding of this dynamic industry, and is executing a growth and investment strategy that has is actively scaling its business to meet the significant ... employees. + Participate in regulatory agency inspections and investigations to ensure compliance with federal and state regulations. + Ensure safety completion by… more
- BMO Financial Group (New York, NY)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... and determine acceptable solutions. + Contacts customers to present available investment services and develop client prospects from among current customers, referral… more
- Kestra Financial (Westport, MA)
- …is an independent financial services firm offering high-touch financial planning, investment management, and insurance solutions to clients locally and nationwide. ... + Support the Lead Advisor in financial planning, case design, and investment strategy implementation + Assist clients in completing paperwork accurately and ensure… more
- TD Bank (New York, NY)
- …assessments. - Present findings and recommendations to senior leadership for investment decisions. **3. Roadmap Development & Implementation** - Develop an ... solution across multiple business lines. - Collaborate with technology, operations, compliance , and product teams to ensure a seamless implementation. - Create… more
- Truist (Richmond, VA)
- …for working in partnership with enterprise digital, vendors, technology, operations, compliance , support and marketing teammates to create and deliver competitive ... and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Strategist provides the strategic vision for a… more