- Raymond James Financial, Inc. (St. Petersburg, FL)
- …visits. * Serves as a resource for FAs for plan analysis or comprehensive solutions for their institutional clients and prospects. * Provides plan design review ... clients regarding qualified and nonqualified retirement plans, as well as, institutional investment consulting issues which may include plan design review,… more
- Vanguard (Malvern, PA)
- Within our Institutional Investor Group (IIG), we provide institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice ... all clients, across all channels. As a Senior ERISA Consultant , you will play an integral role in the...topics, including plan design, legal and regulatory changes, and fiduciary best practices. + Inform senior executives of the… more
- M&T Bank (Iselin, NJ)
- …(ABS, MBS), Institutional Custody and Collateral Management Services, Loan Market Solutions - Supports the 2nd Line of Defense Fiduciary Risk Oversight ... role provides guidance on complex compliance risk management activities within the Institutional Client Services department of Wilmington Trust. Execute the 2nd Line… more