We’re seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Philadelphia, PA.In this role, you’ll make an impact in the following ways:Administer and advise on the interpretation of key provisions and duties of BNY as trustee, ensuring adherence to the highest fiduciary standards for multi-generational families.Coordin...

LEAD FIDUCIARY COMPLIANCE SPECIALISTWHAT IS THE OPPORTUNITY?The Lead Fiduciary Compliance Specialist supports the execution, oversight, and continuous improvement of compliance programs within Wealth Management. This role partners closely with Compliance Officers and business stakeholders to ensure alignment with regulatory requirements while enhancing operational efficiency across functions.The po...

Personal Trust OfficerGENERAL PURPOSE A Personal Trust Officer is responsible for retaining and developing relationships with clients by administering, growing, and transferring their personal assets. The position demands the highest of professional and ethical standards and a willingness and ability to serve as a trusted advisor to GreatBanc's clients and as a resource and partner to clients' lega...

Description:Gordon Feinblatt is seeking a skilled and motivated Paralegal in our Trusts & Estates Practice Group.Estate administration duties will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, and coordinating the preparation of all appraisals and income tax returns (individual and fiduciary).Trust administratio...

Express Employment Professionals is representing a well-established law firm in Haddonfield, NJ seeking a Trusts & Estates Paralegal to play a key role in a sophisticated estate and trust practice.This position is ideal for candidates with a tax and accounting background (including CPA firm experience) who are looking to apply their expertise in a more stable, client-focused environment. The role o...

Director of FinanceSt. Francis Xavier Catholic School System is seeking a strategic and experienced leader for the role of Director of Finance Application Requirements: Interested candidates must submit a resume and cover letter as part of their application. The cover letter should clearly outline relevant experiences and interest in the Director of Finance position. Please ensure all documents ar...

Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing...

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your fina...

Zurich is currently looking for an Underwriting Specialist or Executive Underwriter Management Liability. As we are expanding, we are looking for candidates to work out of our following location in either our Chicago office, or our Headquarters in Schaumburg, IL.As a Management Liability Underwriter, you will be responsible for utilizing your sales/marketing, relationship building and analytical sk...

Job DescriptionJob DescriptionOverviewThe Vice President, Carle Health Center for Philanthropy is the executive leader responsible for advancing a comprehensive, system-wide fundraising enterprise in support of Carle Health’s strategic growth, clinical excellence, research innovation, and patient-centered care.This role provides vision, strategy, and operational leadership for a system-wide healt...

Join ICS’s Account Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You’ll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations—while contribu...

Job DescriptionSpringfield, MA – Seeking Emergency Medicine Medical DirectorJoin the Physician Partnership Where You Can Increase Your ImpactVituity’s ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be – on your patients.Join the Vituity Team. Vituity is a 100% physician-owned partnership and is led by fr...