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Knowledge of US banking/financial regulations and business acumen, including but not limited to Banking Services, Fiduciary, Asset Management, or Broker Dealer. Professional certifications (CPA, CIA, CISA, CISSP, Series 7, CFE, CAMS) preferred.
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The General Manager has a fiduciary duty to the company to ensure client retention, financial health, staff development and office sales goals are met by the team. We specialize in ocean transportation, air freight, project cargo, warehousing and distribution, road and rail, bulk liquid logistics, and customs house brokerage.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance. Sell consulting and fiduciary services in the retirement space.
$90,000 - $130,000ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Conduct reviews of complex federal, state, and local tax returns for S-Corp., partnership, C-Corp., individual, and fiduciary clients. CPA and/or JD required; MT/MST and/or LLM in tax preferred.
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The Senior Trust Advisor role manages complex wealth management client relationships usually in excess of $20 million in MV and delivers high quality fiduciary and administrative services. Exhibits clear knowledge of governing documents and account agreements, depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Preferred experience in BSA/AML, Fiduciary, Credit, Change Management, and Artificial Intelligence. Operate independently as a QA partner across the assigned subject matter expert (SME) audit teams, forming partnerships at all levels within IA. Support the QA Director (QAD) and Senior Audit Manager (SVP) in fostering a strong QA partnership with the IA Chief Auditors.
InternExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Must have a thorough understanding of an agency fiduciary relationship with clients, to include facilitating landlord/tenant provisions of law and contract compliance. Must have a thorough understanding of an agency fiduciary relationship with clients, to include facilitating landlord/tenant provisions of law and contract compliance.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
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We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business and deliver our investment expertise in six areas of focus - one of which is focused on US retirement and our affiliate, Transamerica.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk.
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At MMI, we embrace the concept of Fiduciary Duty, fostering a corporate culture centered on impeccable customer service and support. Additionally, MMI has earned the esteemed Accredited Association Management Company (AAMC®) designation, reflecting our unwavering commitment to excellence.
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Evaluates and provides recommendations regarding selection of policies, including but not limited to: Property, General Liability, Workers' Compensation, Professional E&O, Directors and Officers, EPLI, Fiduciary, Cyber-risk policies, Aviation and any other required policies in place now or in the future.
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
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With offices in Houston and Midland, Texas, University Lands is the fiduciary steward of 2.1 million acres of land across 19 counties in West Texas, managing both the surface and mineral interests for the benefit of the Permanent University Fund (PUF); one of the largest university endowments in the United States that benefits more than 20 educational and health institutions across The University of Texas System and Texas A&M University System.
Full-timeExpandApply NowActive JobUpdated 2 days ago
fiduciary job
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