• Fiduciary Senior Manager

    Wells Fargo (New York, NY)
    …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Senior Manager to oversee the delivery of its Trust ... Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and… more
    Wells Fargo (06/03/25)
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  • Senior Fiduciary Business Control…

    City National Bank (New York, NY)
    * SENIOR FIDUCIARY BUSINESS CONTROL MANAGER * *WHAT IS THE OPPORTUNITY?* This position will work directly with the City National Bank's ("CNB") and Business ... Control Officer ("BCO") and senior management of wealth management division of the organization....review and implementation of Policies and procedures related to fiduciary governance and will partner with the Controls Leadership… more
    City National Bank (04/19/25)
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  • Senior Fiduciary Officer

    Bank of America (New York, NY)
    Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (05/26/25)
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  • Risk Management - Investment Risk & Analytics…

    JPMorgan Chase (New York, NY)
    …key control functions to provide valuable assessments and feedback on suitability and fiduciary issues. This is your chance to contribute to a culture that values ... innovation and excellence in risk management. As a Risk Manager in the Client Risk team of WM Investment...functions to provide assessments and feedback on suitability and fiduciary issues. Together, we will ensure that our investment… more
    JPMorgan Chase (05/10/25)
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  • Risk Management - Trust and Estates…

    JPMorgan Chase (New York, NY)
    …As a Risk Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director within the IR&A's Client Risk team, you will be responsible ... in ensuring that the business understands its investment and fiduciary risks and has robust standards, controls, and practices...T&E Business. + Act as the Legal Entity Risk Manager for Delaware and the Bahamas Trust entities. +… more
    JPMorgan Chase (03/19/25)
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  • Senior Portfolio Manager

    Tompkins Community Bank (Mount Kisco, NY)
    …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
    Tompkins Community Bank (04/25/25)
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  • Senior Trust Officer

    Bank of America (New York, NY)
    Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (04/17/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
    Truist (05/31/25)
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  • Senior Compliance Officer - Fixed Income

    BMO Financial Group (New York, NY)
    …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
    BMO Financial Group (05/15/25)
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  • Senior Internal Auditor

    Amalgamated Bank (New York, NY)
    Amalgamated Bank seeks a dedicated Senior Internal Auditor to be r esponsible for performing audit assignments including planning, conducting interviews, ... Public Accountant (CPA) + Certified Internal Auditor (CIA) + Certified Regulatory Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified … more
    Amalgamated Bank (06/03/25)
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