3 compliance director jobs found in Pittsburgh, PA

Description This position is available to be filled at Pittsburgh, PA, Columbus, OH, Indianapolis, IN, Detroit, MI, Toledo, OH, Cincinnati, OH, or Boardman, OH  Summary: This position leads forward-facing Insurance colleagues who are responsible for service and sales support for Commercial Property and Casualty (COM), business lines in Huntington Insurance. The leader in this role drives our client retention efforts and are responsible for the management of all activities for their functions/area. This position manages well trained and technical staff, and the leader needs to understand their respective business at a high level. Sales support is crucial, and this leader must develop and maintain high-value relationships with their respective Sales leaders and producers. Duties and Responsibilities: Coaching, development and leadership with colleagues - Coach colleagues on client care best practices,...

Description The Wealth Planner plays a pivotal role in delivering a differentiated, advice-led planning experience to high-net-worth clients. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies. Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes. Duties And Responsibilities Lead financial planning engagements for HNW clients. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...