- 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
- Manulife (WA)
- …present a challenging and unique opportunity for an experienced, dynamic, and energetic Senior Project Manager to join our Value-Added Services team and become ... Nature Based Solutions and execution of project deliverables. The Senior Project Manager is a vital member...ecosystem service-related projects. This role is a component of fiduciary asset management and requires a working knowledge of… more
- PNC (Birmingham, AL)
- …an opportunity to contribute to the company's success. As a Compliance Program Manager Senior within PNC's Enterprise Compliance - AMG organization, you will ... * Program includes following areas of expertise: - Administration of personal fiduciary accounts (trusts, estates, investment management, IRAs, etc.) - Knowledge of… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY My client, a public accounting firm in Northern ... Baltimore County, is searching for a Senior Tax Associate or Tax Manager -...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager ( Senior Investment Portfolio Manager ) to lead the management ... + Ensure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities + Provide strategic consulting services to partners, advising… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Trinity Health (Pontiac, 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
- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, ... our people, our investors, our communities, and the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the… more
- US Bank (Minneapolis, MN)
- …cash and check services, and call center activities. The Corporate Audit Services Senior Audit Project Manager is primarily responsible for supervising staff in ... from managers, however there are no direct reports. The Senior Audit Project Manager is a subject...management, investment advisory services, and knowledge of trust and fiduciary + Subject matter expert level of understanding of… 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