- Wells Fargo (New York, NY)
- …to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset… more
- CVS Health (Woonsocket, RI)
- …And we do it all with heart, each and every day. **Position Summary:** Sr Manager , HR Retirement & Benefits is a mixed role that supports the HR Retirement and ... between the trustee, investment advisor(s), consultants and recordkeeper for fiduciary oversight, investment changes and related issues including preparing… more
- Trinity Health (Ann Arbor, MI)
- …Nutrition Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for ... and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager , THS informed of issues… more
- Charles Schwab (Richfield, OH)
- …in the United States on a full-time basis without employer sponsorship.** The ** Senior Client Service Manager , Relationship Management** plays the critical role ... understanding of available solution sets to achieve successful outcomes. The ** Senior Client Service Manager , Relationship Management** will work together,… more
- Robert Half Accountemps (Long Beach, CA)
- Description Senior Tax Manager (CPA) Location: Long Beach, CA Employment Type: Full-Time Position Overview We are seeking an experienced Senior Tax ... and estates, high-net-worth individuals, and complex tax planning. The Senior Tax Manager will serve as a...and estates + Strong technical knowledge of estate, gift, fiduciary , and individual taxation + Experience managing multiple client… more
- Trinity Health (Fort Lauderdale, FL)
- …and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager informed of issues affecting ... time **Shift:** Day Shift **Description:** **POSITION PURPOSE** Functions as General Manager responsible for the oversight and coordination of the day-to-day… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: + Maintaining...business. + Support our in-house 3(21) & 3(38) ERISA Fiduciary program. + Creating and reviewing reports related to… more
- Robert Half Finance & Accounting (Sioux City, IA)
- Description We are looking for an experienced Senior Manager to join our client's team in Sioux City, Iowa. This position offers the opportunity to lead client ... preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic… more