- 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
- City National Bank (Jersey City, NJ)
- * SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Wealth Management, is a leadership role as an auditor-in-charge...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of… 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