- CIBC (Chicago, IL)
- …obtain income tax returns and other pertinent documentation related to the account Present new business opportunities to NTC or DTC's committee system for review ... including account fiduciaries, beneficiaries or other interested parties. Develop new business -related policies, procedures, documentation, controls and other… more
- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point... business relationships to develop client loyalty and new business opportunities. + Assess client revenue… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... fiduciary platform in order to grow the fiduciary business and assure the highest level...bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients.… more
- Comerica (New York, NY)
- …to clients. Works with Advisor Solutions Trust Specialist's to develop new business through our partners. Develops referrals through their centers of ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...to contribute to the achievement of the annual net new business goal for the division.Position CompetenciesSuccessful… more
- US Bank (Minneapolis, MN)
- … experience (administration, law practice, fiduciary advice) 6+ years WM business experience - any level (wealth advisor , tax, account administration, ... you thrive at every stage of your career. Try new things, learn new skills and discover...Serve as a subject matter expert regarding trust and fiduciary matters + Partner with Business , Legal… more
- TD Bank (Charlotte, NC)
- …2nd line oversight of business monitoring and testing programs, new business initiatives), including frameworks, policies, standards and development of ... Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of… more
- Citizens (Johnston, RI)
- …dual-registered Broker-Dealer/Registered Investment Advisor , 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments and 33 and ... to internal governance processes and controls for existing and new risk strategies and provide suggestion for remediation. You...Investment Advisor , 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments… more
- Wells Fargo (Chicago, IL)
- …knowledge of fiduciary income tax + Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve ... role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary...new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in… more
- Regions Bank (St. Petersburg, FL)
- …internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to ... a client's financial situation to retain and grow client relationships + Generates new business opportunities including development of next generation + Provides… more
- Regions Bank (Orlando, FL)
- …internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to ... typically manages large and/or complex client relationships + Consistently generates large new business opportunities + Keeps abreast of trends and developments… more
- Truist (Atlanta, GA)
- …client team, depending on segmentation. 2. Partners with client teams to help drive fiduciary new business identification and onboarding. 3. Meets or exceeds ... with clients and partners. Preferred Qualifications: 1. Undergraduate degree in business , accounting, Fiduciary Administration or related field. 2. Working… more
- PNC (Louisville, KY)
- …regulatory updates. You will support the development of new business opportunities. The Accredited Investment Fiduciary (R) Designation is strong preferred. ... an opportunity to contribute to the company's success. As a Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in… more
- UMB Bank (Rust, MI)
- …from assigned book of accounts through quality client service leading to referrals for new business , upgrades in account status, direct sales and referrals for ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- First National Bank of Omaha (Fort Collins, CO)
- …based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment ... management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This Role:** + Business … more
- Commerce Bank (St. Louis, MO)
- …(WMC) and Private Client Advisor (PCA) to support ongoing development of new business opportunities that involve Estate Settlement + Participate in client ... This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner...confidence in CT and enhances the ability to retain business upon completion of estate settlement process + With… more
- M&T Bank (Costa Mesa, CA)
- … fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of ... for a revenue goal met through the acquisition of new clients from internal and external sources, and the...the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions… more
- JPMorgan Chase (New York, NY)
- … succession planning + Assist Bankers and other team members in their new business efforts + Cultivate relationships with professional advisors (PAs), ... your career to the next level. As a Wealth Advisor in the US Private Bank, you will help...the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …Follow-up to ensure resolution and completion of tasks. * Integrating and aligning fiduciary duties and procedures with business processes. * Coordinating large ... clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of… more
- First National Bank of Omaha (Dekalb, IL)
- …and risk tolerance Develops networks with third party referral sources to develop new business . Partners with internal bank specialists to provide a full ... affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and… more
- Atria Wealth Solutions (Vancouver, WA)
- …our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails. ... CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of...County Award / The Columbian: 2008-2024 + Best in Business Award / Vancouver Business Journal: 2013-2024… more