- City National Bank (Dallas, TX)
- …AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, ... performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of meetings, presentation,… more
- TIAA (Denver, CO)
- …Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of ... financial markets and a tailored approach to investment management. In this role, strategic thinking and ...investment management. In this role, strategic thinking and trust -building with clients are central, along with mentoring junior… more
- M&T Bank (Naples, FL)
- …as reporting and data input needs for planning, core banking, investments, and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior ... Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal and… more
- JPMorgan Chase (Newark, DE)
- …Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios. **Job Responsibilities :** + Implementation ... Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other… more
- Educational Testing Service (Columbia, SC)
- …worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities including ... corporate strategy, competitive analysis, financial planning and investment management. The position will be part of the Corporate Development team and will work… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... Controls and Risk Management. **Key Accountabilities** + Lead a team of Senior Control professionals supporting members of the Investments Leadership team with… more
- Wells Fargo (New York, NY)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products... Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of… more
- AON (St. Peter, MN)
- …of Guernsey company law is essential, alongside experience in managing trust and fiduciary entities and maintaining accurate statutory records. Success in ... the world. As an organization, we are united through trust as one inclusive, diverse team, and we are...+ Drive strategic and operational planning within the AIM Senior Management Team. + Contribute to budgeting, resource planning,… more
- CalSTRS (Sacramento, CA)
- …on the Investments Administration team. The Administration Unit, within the Investment Branch, provides administrative business services for the branch for tasks ... written and verbal communications skills + Experience working with Executives or Senior Leadership + Experience collecting, tracking and reporting data + Strong… more
- Truist (Atlanta, GA)
- …Management Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior ... pro-active initiatives. + Assist FA Teams with constructing and generation of client investment proposals + Assist FA Teams with investment advisory platform… more