- HUB International (Itasca, IL)
- …products, and deliver profitable long-term underwriting results for our program carrier. The Product Leader , Fiduciary / Management Liability will report ... operate independently under distinct brands (portfolio companies). **About Euclid Fiduciary :** Encore Fiduciary is division of SPG...with a program insurance carrier. + Serve as the product leader of the division's management… more
- Comerica (Wilmington, DE)
- …function, ensuring efficient allocation of resources and achievement of financial targets. Team Management * Lead and manage a high-performing team of trust ... Director Personal Fiduciary Services Manage and effectively service personal clients,...alignment with the organization's overall goals and objectives. * Lead and oversee operations across all Personal Trust segmentations… more
- Truist (Coral Gables, FL)
- …teammates and training 2. Lead with special projects for Wealth Region Support Leader / Fiduciary Group Support Leader 3. Contribute to a positive team ... the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client… more
- Citigroup (Tampa, FL)
- The Lead Counsel I is an intermediate level position responsible for providing legal guidance and thought leadership to the business. The overall objective of this ... of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business + Partners with legal peers… more
- UKG (Ultimate Kronos Group) (Atlanta, GA)
- …candidate will have a strong background in banking or similar operations, fiduciary and trust powers, risk management , compliance, and experience leading ... to uphold fiduciary risks to maximize shareholder returns. + Risk Management : Collaborate with CSO/IT and other functions to develop and implement effective risk… more
- Citizens (Johnston, RI)
- …opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for ... the front-, middle-, and back-office products and services, including the investment management and due diligence risk governance processes. Candidate must possess a… more
- Citigroup (DE)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time… more
- Wellington (Boston, MA)
- …functions; and * Connecting and collaborating with key support areas (Trading, Product Management , Legal and Compliance, IT, Global Relationship Group) and ... to work with a subset of research teams and lead global initiatives that will benefit our investment research....Philosophies & Processes (P&Ps) * Helping to provide risk management , fiduciary and supervisory oversight, and regulatory… more
- M&T Bank (Williamsport, PA)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product , Financial Planning, Managed Accounts or ... to the needs of the individual client to meet fiduciary standards. + Increase assets under management ...the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. +… more
- NBT Bank (West Hartford, CT)
- …and increased interaction and cross selling efforts with other bank partners. Share product knowledge and promote other wealth management products such as ... subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and… more