- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional… more
- PNC (Erie, 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 ... on client need. The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal background would be… more
- TD Bank (Portland, ME)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex… more
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based ... OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will...assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. + Engages… more
- M&T Bank (Burlington, VT)
- …attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. ... Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner. + Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account… more
- Commerce Bank (Columbia, MO)
- …As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship ... for some roles. This compensation range is for the Private Client Advisor Associate & Senior Private Client Advisor Associate job and contemplates a wide… more
- Truist (Jupiter, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Benefits Advisor within PNC's HR Total Rewards organization, you will be based in Pittsburgh, PA ... non-qualified plans, employee stock purchase, etc. *Experience with the fiduciary obligations and governance of ERISA-governed benefit plans. *Enthusiasm for… more
- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Aegon Asset Management (Cedar Rapids, IA)
- …reputational, etc.) and effectiveness of key controls. + Act as a trusted advisor to the record-keeping and fiduciary administration affiliates regarding best ... Summary Supports Transamerica's retirement compliance program for record-keeping and fiduciary administration services provided to our qualified retirement plan… more
- Truist (Nashville, TN)
- …position located in Nashville, TN.* Job Profile Summary Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a… more
- The MITRE Corporation (Mclean, VA)
- …Finance organization is seeking a Business Partner (BP) to serve as a financial advisor supporting senior leaders of the business. They will be the primary ... a positive relationship with customer stakeholders. They should take a fiduciary perspective towards their work with their customer, prioritizing good financial… more
- Oracle (Salem, OR)
- …interpretation of the financial results for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed to be a ... highly valued business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records for the… more
- Washington Metropolitan Area Transit Authority (New Carrollton, MD)
- Senior Director, Occupational Health & Operations Job ID: 251051 Location: MD-Metro Bldg New Carrollton Full/Part Time: Full-Time Posting Open-Close 11/19/2025 - ... (WMATA) Occupational Health & Wellness (OHAW) Department seeks a seasoned Senior Director of Occupational Health & Operations to provide strategic leadership… more