- KeyBank (Portland, ME)
- …fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than ... Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for...the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role… more
- TD Bank (Portland, ME)
- …guidance and independent challenge.** **In this position, the Compliance Manager will manage the regulatory change management process, regulatory compliance ... risk and conduct risk.** **Job Summary:** The Compliance Business Oversight Manager provides advice, support and objective guidance to assigned portfolio, business… more
- Manulife (WA)
- …and unique opportunity for an experienced, dynamic, and energetic Senior Project Manager to join our Value-Added Services team and become a critical team ... Nature Based Solutions and execution of project deliverables. The Senior Project Manager is a vital member...service -related projects. This role is a component of fiduciary asset management and requires a working knowledge of… more
- Trinity Health (Ann Arbor, MI)
- …(FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for successfully coordinating ... cultivating service /product quality and customer satisfaction. Ensures the Regional Manager , THS and RHM stakeholders are kept abreast of issues or problems… more
- BMO Financial Group (West Palm Beach, FL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- CVS Health (Woonsocket, RI)
- …And we do it all with heart, each and every day. **Position Summary:** Sr Manager , HR Retirement & Benefits is a mixed role that supports the HR Retirement and ... between the trustee, investment advisor(s), consultants and recordkeeper for fiduciary oversight, investment changes and related issues including preparing… more
- Trinity Health (Fort Lauderdale, FL)
- …prepares related reports for senior management review. Keeps Regional Manager informed of issues affecting program costs, service capabilities, effectiveness ... cultivating service /product quality and customer satisfaction. Ensures the Regional Manager , THS and RHM stakeholders are kept abreast of issues or problems… more
- US Bank (Irving, TX)
- …cash and check services , and call center activities. The Corporate Audit Services Senior Audit Project Manager is primarily responsible for supervising ... from managers, however there are no direct reports. The Senior Audit Project Manager is a subject..., and regulatory trends impacting wealth management, investment advisory services , and knowledge of trust and fiduciary … more
- Wells Fargo (New York, NY)
- …and families. WIM is also a leading provider of trust, investment, and fiduciary services , including personal trust services . **Banking, Lending & ... the United States' leading providers of financial and investment services . Through WIM's businesses, we deliver a full range...this role:** Wells Fargo is seeking a **Wealth Banking Senior Manager ** to support the Northeast region.… 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...and Services :** Knowledge of major products and services and product and service groups; ability… more