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TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. What we are doing differently is educating investors on what fiduciary responsibility really means, at a time when it is more important than ever.
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Strong underwriting knowledge of Private Company D&O, Public Company D&O, EPL, Fiduciary and Side A DIC for commercial business. In addition, they will be responsible for managing broker relationships through continued customer service and marketing activities and collaborating with other Executive Risk colleagues to achieve departmental goals.
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Responsible for the administration of GTB insurance programs (Property/Casualty, General Liability, Auto, Inland Marine, Crime/Fiduciary, and Workman's Compensation). The Director of Risk Management works under the direction of the Economic Development Corporation (EDC) Chief Executive Officer (CEO) with indirect working relationships to the GTB Governmental Tribal Manager, EDC General Managers, Resort General Manager and the Grand Traverse Economic Development Corporation (GTED) CEO. This position is responsible for risk management, safety, and Grand Traverse Band (GTB) insurances (e.g. property, casualty, auto, general liability and other insurances.
$80,000 - $108,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Understanding of fiduciary duty and maintaining high levels of integrity and ethics. No Cold Calling- We have a high volume of inbound sales leads and walk in traffic. Personal Lines or Property and Casualty license preferred (but not required.
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With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Required to pass the Series 65 exam or equivalent.
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This role oversees all functions that it takes to optimally run a commercial building from community engagement and events, to operations and the full sales cycle including leasing to exceed our fiduciary responsibilities to investors and lenders.
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Fiduciary income tax experience, preferred. 3+ years of large law firm or boutique experience in the area of trusts and estates. Drafting estate planning documents, estate administration and preparation of estate tax returns.
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Fiduciary Trust International's Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a Senior Trust Officer to join our office of 60 investment and trust professionals.
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The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. Institutional Asset Management (IAM) track: For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and Defined Benefit Retirement Solutions.
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Attend and lead discussions at regular meetings (including fiduciary committee meetings, valuation results meetings and strategy meetings) Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself.
$170,000 - $240,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Confie and its family of companies - Freeway, Baja, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader by the Insurance Journal for the seventh straight year.
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The AVP, Underwriting develops and maintains relationships with key brokers in the Region that allow him/her to analyze existing and prospective accounts in the Financial Services and Real Estate Sectors who are seeking Directors and Officers, Employment Practices, Fiduciary Liability and various FI Professional liability coverages such as Investment Management, Bankers Professional and Insurance Company Professional insurance coverage.
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Developing a well-rounded tax foundation through income tax planning and return preparation for a variety of clients (individual, fiduciary, partnership, corporate and not-for-profit) Pending limited availability, this position may also be available in a fully remote format.
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Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
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The Facility Manager will be responsible for vendor relationships, workflow administration, fiduciary duties, compliance with federal, state, local regulations and risk management standards, reporting and maintaining other critical stakeholder relationships.
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Internships are for college students or people who have just completed their degree. If you are a student or recent grad, you may be wondering how to land an internship. If you've never had one, you may even wonder if you need one. After all, didn’t you work in that call center while also doing exams? Or perhaps you’ve bartended your first year in college?
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