- Robert Half Management Resources (Dallas, TX)
- …in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play a ... activities align with compliance requirements. Requirements * Certified Fiduciary & Investment Risk Specialist (CFIRS) certification is mandatory. * Extensive… more
- City National Bank (Dallas, TX)
- …people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA) Or ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- CBRE (Los Angeles, CA)
- …a matrix structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior ... Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 02-Sep-2025 Service...line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Los Angeles - California - United… more
- Wells Fargo (New York, NY)
- …a CIB Quantitative Strategist - Vice President (Lead Securities Quantitative Analytics Specialist ) in Corporate & Investment Banking. Learn more about the ... career areas and lines of business at wellsfargojobs.com . The individual will help drive our objectives in counterparty risk modeling. The candidate will implement the PFE and XVA combined modeling strategy to move away from the current siloed frameworks. In… more
- Truist (Mount Pleasant, SC)
- …essential functions. 1. 3+ years in the role as an Estate Support Specialist , trust experience, investment , banking or financial planning-related client service ... experience, or equivalent outside experience 2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and procedures 4. Strong problem-solving skills 5.… more
- Truist (Tampa, FL)
- …functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related client service ... experience, or equivalent outside experience 2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and procedures 4. Strong problem-solving skills 5.… more
- BlackRock (Chicago, IL)
- …driving new business through relationships with influential global, national and specialist investment consultants. GCR Relationship Managers engage across ... **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail… more
- KeyBank (Brooklyn, OH)
- …fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and Fiduciary Advisor), or ... must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit and/or… more
- Trexquant Investment (Stamford, CT)
- We are looking for an experienced credit investment specialist to develop strategies and lead our Quantitative Credit Team. In this role, you will be responsible ... to collaborate and align quantitative credit research with overall trading and investment strategies. Requirements + 5+ years of experience in researching and… more
- KeyBank (Amherst, NY)
- …fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and Fiduciary Advisor), or ... management products and services (eg - trust, private banking, securities/ investment management) as well as trust/fiduciary related compliance, operations, and… more