- KeyBank (New York, NY)
- … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the ... Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for...25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively… more
- Citigroup (New York, NY)
- …will report to the Head of Business Risk for Investment Solutions within Citi Wealth . **Responsibilities:** + Senior business leader who will lead and coordinate ... Citi's Wealth business serves the needs of clients across...Business risks across the Investments team. The Business Risk Fiduciary and Advisory Solutions Director will help ensure a… more
- Citizens (Tarrytown, NY)
- …responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business. Primary ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Citigroup (Queens, NY)
- Citi's Wealth business serves the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses ... clients through its global footprint in Asia, EMEA, Mexico, and North America. Wealth delivers a wide range of products and services covering capital markets,… more
- S&P Global (New York, NY)
- …over 44 countries. Your remit will involve partnering and collaborating across senior leadership in People, Finance, Technology, and divisional business lines. You ... payroll vendors across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and… more
- Comerica (New York, NY)
- …training, completing all other organization required compliance training. Stays current on fiduciary /tax/legal changes that effect a client's wealth plan or ... monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance requirements under the… more