27 senior vice president fiduciary jobs found

The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the Principal coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Responsible for developing and expanding the fiduciary practice in coordination with the growth plan for the regional office. Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. 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. Will be expected to assess, identify and escalate/address risk-related issues. The Principal will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more...

Why Work at Mercer Advisors? For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of...

About this role Vice President, Global Index Provider Strategy | Global Product Solutions About this role The Global Product Solutions (GPS) organization intends to hire an individual to join the Global Index Provider Strategy team. This individual will report to the Global Head of Index Provider Strategy for GPS and will focus on supporting the firm's strategy and relationships with our key index providers and related ecosystem partners. The candidate will work closely with cross-regional teams within GPS (e.g., Product Innovation, Product Strategy, Cross-Platform Commercialization, Ecosystem Marketing, COO & Global Business Strategy) and multiple GPS Partner teams (e.g., BlackRock Global Markets (BGM), Global Client Business (GCB) Index and Data Services (IDS), Legal & Compliance (L&C)). About the Global Index Provider Strategy team The Team's mission is to centralize and prioritize BlackRock's global "Product" engagement with our index & data...

Responsible for overseeing the strategic design, development, management compliance, and optimization of global employee benefit programs, including retirement and global pension plans, deferred compensation and equity programs, health, welfare and wellness programs, and our global employee recognition program. Provide strategic direction to ensure all programs are designed to maximize our investment, support the employee value proposition and comply with legal and regulatory requirements across all regions. Key Responsibilities Provide strategic leadership and oversight to the global benefits team to ensure high caliber performance is consistently delivered to drive effective management of global employee benefit programs and achieve optimal organizational results. Lead the strategy and design for all benefit programs. Monitor emerging trends and changes in business direction; incorporate plan changes as appropriate. Proactively drive benchmarking initiatives to influence...

Position Summary Focus Financial Partners is seeking a highly skilled and strategic legal professional to join our team as Associate General Counsel, Vice President. This pivotal role offers a unique opportunity to support our rapidly growing organization by providing expert legal counsel on a wide range of commercial contracts, with a particular focus on advancing our technology, data, and procurement strategy. As a key member of our legal team, you will play a leadership role in shaping and enhancing the Company's procurement processes, policies, and workflows. The ideal candidate will bring extensive experience in contract negotiation and review, with specialized expertise in procurement, software services, cloud technologies, professional services, and data privacy. This role is ideal for a proactive, business-minded attorney who thrives in a fast-paced environment and is eager to drive meaningful impact across the organization. This role can be based in New York, Boston,...

VP, Corporate Trust At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy. Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals: We Show Up for Each Other : We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package. We Build : "Outside the Box" is our playground. We're not afraid to innovate and tackle tough problems - we're here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team. We Get Stuff Done (GSD) : We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action. We Do the Right Thing :...

Reports to: President & Chief Executive Officer (CEO) About United Way of New York City Founded in 1938, United Way of New York City (UWNYC) is a nonprofit mobilizing people and organizations to eradicate barriers and create opportunities that empower and improve the lives of low-income New Yorkers. Part of the United Way Worldwide network, one of the world's most recognized charitable brands, we envision caring communities in which all individuals and families have access to quality education and the opportunity to lead healthy and financially secure lives. We strive to model our values in all our relationships, both internal and external: Collaboration, Compassion, Integrity, Accountability, and Superior Performance. Today, our organization is still creating solutions for our City's toughest challenges, but in a more innovative, efficient, and effective way. Over the past eighty plus years, we've grown from being more than just a fundraising entity, to becoming a leader...

About this role About our team: Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between our clients and the companies they invest in. We take a long-term approach to stewardship, focused on engaging with company boards and executive leadership to understand the drivers of risk and financial value creation in companies' business models. Globally, the BlackRock Investment Stewardship (BIS) team leads more than 3,500 engagement meetings with 2,500 portfolio companies annually. For clients who authorize us to vote on their behalf, we use voting to formally communicate our support for or concerns about how companies are serving the financial interests of our clients as long-term investors. Globally, in 2023 we voted on behalf of those clients who authorized us to do so at more than 18,000 shareholder meetings on approximately 170,000 proposals. Our sole...

Everyone says they want to change the world. We're looking for people who actually will. Alliance Defending Freedom is an alliance-building legal organization that advocates for the right of people to freely live out their faith. Please visit to view our Statement of Faith and Doctrinal Distinctives. SVP of Finance Alliance Defending Freedom is looking for a highly professional SVP of Finance to join us in either our Scottsdale, AZ, Dallas, TX, or Lansdowne, VA office. In this role, you will report to the Executive Vice President (EVP) and are responsible for furthering our legal objectives through the execution of a comprehensive and strategic enterprise-wide finance including accounting, budgeting, forecasting, FP&A, tax, risk management, treasury management, audit, and other finance matters. Your Essential Responsibilities: Oversee the Finance team in the effective stewardship and utilization of ADF's financial assets for the benefit of the ministry, ADF Team...

Salary: Depends on Qualifications Location : Dallas, NC Job Type: Full-Time Regular Staff Job Number: 2022-00626 Division: Finance and Operations Department: Office of Vice President for Finance, Operations, and Facilities Opening Date: 02/10/2025 SUMMARY Open until Filled- Reporting to the President, the Chief Financial Officer serves as the senior financial executive for the College, responsible for overseeing all aspects of financial management, planning, budgeting, reporting, and compliance. As a member of the President's Cabinet, collaborates and networks internally across divisions and departments and externally with key stakeholders and governance bodies, including the NC Community College System Office to ensure financial sustainability, operational efficiency, and resource allocation that supports the mission of the College and enhances student success. Provides leadership, oversight, and stewardship for all aspects of Gaston College's financial...

About Marquette Bank If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities! Come be a part of something bigger at Marquette Bank. Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities. Pay Range: $125,000.00 to 150,000.00 Position Overview: The 1st Vice President, Director of Trust is responsible for managing and overseeing the operations of the Trust Department, ensuring the...

Vice President of Insurance and Risk Management Job Summary: The Vice President of Insurance and Risk Management will oversee the strategic planning, development, and execution of the insurance and risk management programs across the RWJ Barnabas Health system (the "System"), including the System's captive insurance company. This role is responsible for purchasing and managing the System property, casualty and liability insurance programs and identifying, assessing, and mitigating risks to ensure the safety and well-being of patients, staff, and visitors, and the financial stability and operational integrity of the organization. The Vice President of Insurance and Risk Management will report to the Executive Vice President and General Counsel and will collaborate closely with senior leadership to foster a culture of safety and compliance. Reports To: Executive Vice President and General Counsel Qualifications: Bachelor's degree in Risk Management, Insurance, Healthcare...

Location Brookfield Place New York - 250 Vesey Street, 15th Floor Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Brookfield Credit manages approximately $305 billion of assets globally, focused on a broad range of private credit investment strategies, including infrastructure and renewable credit, real estate, asset backed, and corporate credit. Return profiles span investment grade, sub-investment grade, and opportunistic credit. As one of the world's largest and most experienced credit managers globally, we deliver flexible, specialized capital solutions to borrowers, and attractive risk-adjusted returns to our investors. The Infrastructure Credit...

Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportunities to our nearly 50,000 members of the Sanford Family who are dedicated to the work of health and healing across our broad footprint. Work Shift: 8 Hours - Day Shifts (United States of America) Scheduled Weekly Hours: 40 Union Position: No Department Details Summary The Chief Investment Officer ("CIO") for Sanford Health is a key member of the senior leadership team responsible for overseeing and managing the health system's investment portfolio, including endowments, operating reserves, investments and certain other assets. Job Description The CIO will develop and implement an investment strategy aligned with the organization's long-term goals and financial objectives, ensuring financial sustainability and growth while managing risks. The CIO will provide updates to the Finance and Investment...

Job Title: Vice President, Secretary of Corporation Department: Office of the President Reports To: CEO/COO JOB DESCRIPTION As an officer of the company, the Secretary of the Corporation (Secretary) is responsible for overseeing the governance responsibilities of the board and its committees. The Secretary provides advice and counsel to ensure the board effectively discharges its fiduciary duties while promoting transparency, integrity, and accuracy. The Secretary is responsible for maintaining accurate records of the board's actions, compliance with fiduciary requirements, facilitation of communication among board members and stakeholders, and managing and executing logistics for the board and member president meetings. The Secretary works closely with the board chair, chair of the members, and the CEO, serving as a confidante and resource to the board, member presidents, and senior management. ABOUT UNCF The United Negro College Fund (UNCF), the nation's...

Omada Health is on a mission to inspire and engage people in lifelong health, one step at a time. Job overview: The Vice President of Total Rewards and People Operations, reporting to the Chief People Officer, is an important senior leadership role with overall ownership for strategy development, design, implementation and administration of all Total Rewards programs and People Operations services. This role will ensure that total rewards programs align with Omada's business objectives, are effective in attracting, motivating, and retaining key talent, and are fully compliant with all regulatory requirements. This is a collaborative role that works cross-functionally with leaders across all of Omada and partners very closely with leaders in People & Culture (P&C), Finance, Revenue Operations and Legal to understand talent and business needs and collectively develop effective solutions. As a member of the P&C senior leadership team, this role will help shape the...

The Senior Vice President of Finance is responsible for the overall operational direction of the organization's financial and accounting functions, ensuring compliance with corporate and U.S. Government contracts and cooperative awards regulations, managing Opportunity's corporate finance function, and overseeing subsidiary finance teams and reporting, cash management, and overseeing Opportunity's investment portfolio and retirement plan assets. The role is critical in managing day-to-day finances and serving as a partner to the CFO to provide hands-on team management. RESPONSIBILITIES include the following. Other duties may be assigned. Responsible for the overall operational direction and management of Opportunity's global financial and accounting functions and teams. Partner with a dedicated executive group to drive the change that is required for rapid growth and expansion of the donor base, specifically government and corporate grantors. Administer and monitor all...

Salary : $121,000.00 - $205,000.00 Annually Location : La Plata, MD Job Type: Full-Time Job Number: VP-CGR CSM Department: Office of the President CSM Division: Policy, Government Relations, and General Counsel Office Opening Date: 11/25/2024 Position Summary *Candidates must send their materials directly to for full consideration! Located 45 minutes from the Nation's Capital, nestled in a history-rich community of southern Maryland, The College of Southern Maryland (CSM) has been twice named in the top 150 community colleges by the Aspen Institute with academic programs in over 100 disciplines. CSM is among America's top 100 producers of Minority associate degrees in twenty categories, according to Diverse Issues in Higher Education. CSM offers excellent health insurance benefits; State Retirement Pension plan; wellness programs; Code Green early closure Fridays in the summer; college closure for spring break and several major holidays, including the...

Vice President, BlackRock Active Investment Stewardship Onsite New York, NY The BAIS Analyst will be responsible for voting and engagement in relation to a universe of companies, in collaboration with active investors. They will provide support on portfolio company analysis, engagement preparation and follow up, and reviewing and assessing corporate governance in advance of voting. The intention is for the person in this role to specialize in a subset of the companies in BAIS' engagement universe, along with various aspects of relevant policy, to support the delivery of our annual and long-term objectives. They will report to the Head of BAIS/Deputy Head of BAIS. Key responsibilities at the Vice President level include: • Demonstrating expertise in analysis of company performance, corporate governance and material sustainability-related practices. • Preparing for, participating in, and documenting engagement meetings with portfolio companies, often alongside active...

Vice President, Fiduciary I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We're seeking a future team member for the role of Vice President, Fiduciary I to join our Wealth Management team. This role is located in Greenville, DE. In this role, you'll make an impact in the following ways: Administers and advises the Wealth Management team on the interpretation of key provisions and duties...