- US Bank (Milwaukee, WI)
- …Day One. **Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global ... stakeholders to identify, evaluate and create plans to mitigate fiduciary risk within the Trust entities' products,...plans to mitigate fiduciary risk within the Trust entities' products, services and strategic initiatives. + **Compliance… more
- JPMorgan Chase (New York, NY)
- …of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency ... through a provision in his will, it is the Trust Officer 's role to oversee the administration...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- Hills Bank (Cedar Rapids, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the ... and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate planning for… more
- Lilly (Indianapolis, IN)
- …Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible for the ... meetings and annual Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA, DOL, and SEC requirements, maintaining robust… more
- Neuberger Berman (New York, NY)
- …Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary businesses ... dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer... Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight… more
- Citigroup (Miami, FL)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... Job Description A Service Officer provides service support to the Citi Private...verbal and written communication skills. + Knowledge of banking, fiduciary , credit and investments required. + Excellent client facing… more
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