- Wells Fargo (Minneapolis, MN)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist Working at Wells Fargo ... income tax returns, accountings, etc ). **Required Qualifications:** + 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a… more
- M&T Bank (York, PA)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting...appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of… more
- NJEDA (Trenton, NJ)
- …products is focused on effective execution combined with a positive market impact. The Senior Product Officer will focus their efforts on growing all aspects of the ... to build the nation's most diverse and inclusive innovation ecosystem, and the Senior Product Officer's work will support these efforts. $85,680 - $107,100 Note: The… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as ... Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco,...County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states… more
- Trinity Health (Pontiac, MI)
- …Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for successfully ... with THS Regional Managers and RHM stakeholders. Works with all levels of senior leadership and management teams at RHMs and within the region. Develops and… more
- Wipfli LLP (Augusta, ME)
- …and make a difference, Wipfli is the place for you. Job Summary: As a Senior Manager in Partnership Tax, you'll conduct primary and secondary reviews of complex tax ... K-Partnership taxation. Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax… more
- Truist (Houston, TX)
- …are not mentioned below. Specific activities may change from time to time. + Lead and manage one or more Specialty Wealth teams to include an assigned national, ... and profitability in the Legal Specialty and Medical Specialty client segments + Effectively lead the team to work with various specialists and IRM partners who are… more
- BlackRock (New York, NY)
- …stewardship is one of the ways in which BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship ... shareholder meetings is to advance our clients' financial interests. As part of our fiduciary duty to our clients, we consider it one of our responsibilities to… more
- Neuberger Berman (New York, NY)
- …FINRA rules, Investment Company Act, Securities Act, and ERISA, and serve as the lead attorney and work with various colleagues to implement changes to the business ... operational and risk teams through all stages of the development of new advisory initiatives, including drafting and updating advisory agreements, drafting fund… more
- CIBC (Boston, MA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) Job Description The Audit Senior - Wealth Management is responsible for: 1) the timely ... in accordance with the annual audit plan; 2) assisting with other audit advisory services and special projects; 3) actively participating on audits in all phases… more