- Wells Fargo (Winston Salem, NC)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Winston Salem, NC)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Citigroup (Charlotte, NC)
- …behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. + Assist the Fiduciary SME team in ... The Senior Auditor is an intermediate level role responsible...control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize… more
- Wells Fargo (New York, NY)
- …oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple ... team + Identify opportunities and strategies for process improvement and risk control development within Fiduciary Management team + Ensure the delivery… more
- M&T Bank (Washington, DC)
- …skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary ... the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource...to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance… more
- Wells Fargo (Charlotte, NC)
- …other departments in the firm including Product Management, compliance, operations, business control , EIT, supervision etc. + Experience implementing policies ... Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the...of analytic tools and firm resources, key investment risk controls , and the resolution to control alerts.… more
- The MITRE Corporation (Mclean, VA)
- …is seeking a Business Partner (BP) to serve as a financial advisor supporting senior leaders of the business . They will be the primary source of day-to-day ... financial management and business decision support, playing...positive relationship with customer stakeholders. They should take a fiduciary perspective towards their work with their customer, prioritizing… more
- Aegon Asset Management (Cedar Rapids, IA)
- …corrective action plans. + Draft compliance reports and present/discuss findings with business process owners and senior management. + Active participation in ... Summary Supports Transamerica's retirement compliance program for record-keeping and fiduciary administration services provided to our qualified retirement plan… more
- JPMorgan Chase (Jersey City, NJ)
- …skills, with the ability to establish credibility and build strong partnerships with senior business and control partners + Strong analytical skills ... of information in accordance with firm policy + Partner with stakeholders, business management, other control groups (ie risk management, compliance, fraud… more
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