10 vice president fiduciary i jobs found

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. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help...

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. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help...

The Fiduciary Specialist (""FS"") administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the FS coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. 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 Fiduciary Specialist will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate...

The Fiduciary Specialist (""FS"") administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the FS coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. 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 Fiduciary Specialist will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate...

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary The Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly...

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary The Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly...

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. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help...

Location Brookfield Place New York - 250 Vesey Street, 15th Floor Business - Infrastructure Brookfield Infrastructure Group is one of Brookfield's primary operating groups. The Infrastructure Group is one of the world's largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group operates and manages approximately $191 billion of assets owned through its private funds and publicly listed entity, Brookfield Infrastructure Partners. Our portfolio of assets facilitate the movement and storage of energy, water, freight, passengers and data, and are located in North and South America, Europe and the Asia Pacific regions. For more information, visit: https://www.brookfield.com/our-businesses/infrastructure 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:...

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview We are adding a U.S. Operations V.P. for the fastest growing business unit of Gallagher Benefit Services: Financial Consulting. Serving employers, endowments, foundations, financial planners and insurance agencies, our Financial Solutions cover Executive Benefits, Defined Benefits, Defined Contribution, Investment & Fiduciary, Life & Annuity Marketing and Employee Financial...

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...