- UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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 Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
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 Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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 14 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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 14 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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 Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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 14 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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-timeExpandUpdated 4 days ago
fiduciary job
FEATURED BLOG POSTS
The Quiet Quitting Phenomenon
The term, quiet quitting, was coined in 2009, but only now is it gaining traction as young Millennials and Gen Z workers are experiencing record levels of burnout. With the pandemic and the state of the economy, young employees are feeling the pressure. So, quiet quitting comes into effect when that pressure is exasperated by work stress and no managerial support.
How Does Salary Range Work (With Examples)
What are your salary expectations? Do you know? Establishing a salary that compensates you fairly and keeps you happy at work can feel like taking a shot in the dark. And employers sure don’t make learning budgets easy!
Guide to Hiring a Teenager
Teenagers are full of life. They bring energy and adaptability that may be hard to get from older workers, but does that mean that hiring teens is beneficial? Well, it depends. As you debate whether or not you should integrate teenagers into your workforce, there are some things that you should know first.
10 Best Tips to Find a Job When Relocating
Are you planning to move? That’s great news, but now you might wonder what that means for your job. Some people are lucky – they can relocate and keep working the same position as always, just remotely. For others, however, this isn’t an option. They must search for and land a job in their soon-to-be new city. This can be intimidating, given that getting a new job even under normal circumstances can be challenging. Now you’ll have to overcome additional hurdles. This article provides valuable tips on how to find a job in another state. Because it can be done! Read on to learn how.
How to Re-apply for Your Old Job Professionally
Have you recently started a new job only to find that you miss your old one? Maybe you didn’t realize how good you had it, and now you regret leaving. Don’t worry. You’re not the first person to feel this way, and you might even be able to return to your old job if you play your cards right.
Looking for New Candidates?
Before the turn of the century, recruiters could put their "help wanted" ads in the newspaper, and applications would pour in. Since then, recruiting has turned a new page. The use of the internet and other technologies allows recruiters to broaden their candidate pool for the simple reason being
Decline a Job Offer Professionally: When to Rescind
Your job search has finally paid off! After countless job applications, numerous emails, and several interviews, the hiring manager and other stakeholders have decided that you’re the right person for the job! All you have to do now is accept the offer and walk into the sunset, right?