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The Fiduciary Business Support Manager assists in designing scripts/controls, shepherding them through governance, and documenting necessary approvals. The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes.
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Works collaboratively with the Graduate Medical Education (GME) Office and Compliance as necessary to ensure the appropriate fiduciary and regulatory responsibility of education and training programs.
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Join the middle office operations group team and assist in providing clients with portfolio pricing, trade allocation, confirmation, correction and settlement, prime broker interfaces, repo processing and cash management.
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Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models. As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country.
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The PositionEXL Survey and Risk Control is seeking skilled professionals who possess 10+ years of experience with a major insurance carrier and/or national broker in commercial Property & Casualty Risk / Loss Control, excellent communication skills, computer proficiency, and a commitment to meeting client quality and timeliness standards.
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Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM’s fiduciary practices, policies and procedures.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Responsible for the STO books management of fiduciary risks and trust policy adherence.
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FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
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We are seeking a candidate with experience within either a financial advisor practice, at a wealth management intermediary such as a Broker/Dealer, RIA, or custodian, an organization serving or supporting financial advisors, a wealth management technology vendor, or a technology consulting organization.
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With over 60 years of experience across multiple asset classes, GID is an established real estate private equity investor and fiduciary supported by an integrated operating platform with approximately 54,000 multifamily units and over 25M square feet of industrial and commercial space of assets under management.
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Other model types (e.g., Asset Liability Management, Pricing, Mortgage Servicing Rights, etc. Experience with statistical packages such as SAS, Matlab, Stata, Python, and R.Experience with database management, such as SQL.Experience with data visualization tools such as Microsoft Power BI, Tableau, QlikView.
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The Whole Loan Operations Support is experience with supporting mortgage Whole Loan trading desk. 3-6yrs experience in Mortgage Whole Loan operations. Residential mortgage product knowledge ofQm, Non Qm and RTL's and other various mortgage products.
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Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment.
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The ImpactThe Internal Wholesaler will provide pre -sale technical product support to clients (e.g. Broker dealers, captive agents, back office support, and/or institutions) including information on product benefits, historical and current performance results, and procedural processes.
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Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals.
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mortgage broker fiduciary jobs in Boston, MA
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