- First Horizon (Greensboro, NC)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist ) to join the Trust Services team as part of Wealth ... this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and...professionals responsible for the administration of trust and other fiduciary accounts + Administer a book of fiduciary… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Wells Fargo (Purchase, NY)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth...control development + Serve as a subject-matter expert on fiduciary administration for moderately complex accounts, and Provide guidance… more
- BMO Financial Group (Los Angeles, CA)
- …up to global.** **Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.** **Applies expertise and ... **We are hiring for our Fiduciary Administration Legal Team in California. Our team...and procedures. You will have the opportunity to advise senior leaders on risk and legal issues arising out… more
- PNC (Cleveland, OH)
- …the company's success. We are looking to hire a Compliance Program Specialist Senior within PNC's Independent Risk Management's Compliance organization ... Preferred Qualifications: *Prior working experience in Compliance or Audit *Knowledge of fiduciary activities specific to 12 CFR 9 and/or ERISA *Ability to work… more
- Fifth Third Bank, NA (Chicago, IL)
- …career in banking at Fifth Third Bank. GENERAL FUNCTION: Partner with the Senior Guardianship Advisors and Guardianship Advisors in every aspect of servicing their ... and growth, and compliance with all policies and procedures governing fiduciary relationships. Primary responsibility for the fiduciary team's interface… more
- New York State Civil Service (New York, NY)
- …Agency Interest on Lawyer Account Fund (IOLA) Fund Title Procurement Specialist Occupational Category Financial, Accounting, Auditing Salary Grade NS Bargaining Unit ... assistance for low-income New Yorkers since 1984Job Title: Procurement Specialist Employer: New York State Interest on Lawyer Account...access to health care. The IOLA Fund is a fiduciary fund administered by IOLA's publicly appointed Board of… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to deliver all non-investment… more
- Umpqua Bank (Portland, OR)
- …for better. **About the Role:** In this roleunder general direction, a Trust Relationship Specialist will work with senior lead officers to manage larger trust ... Trust Relationship Specialist Wealth Management Portland, Oregon **Description** **About Us:**...administration of their account. + Assume responsibility for routine fiduciary duties connected with an account when a client… more
- NRG Energy, Inc. (AR)
- …advancements in instrumentation and control systems. + Communicates regularly with senior management and provide status updates on engineering design and project ... personal accountability and leadership regarding safety, environmental, ethical, and fiduciary responsibilities + All other duties as assigned. Working Conditions:… more
- BMO Financial Group (Barrington, IL)
- …ethical requirements. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- First Horizon Bank (Miami Beach, FL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Amalgamated Bank (New York, NY)
- …Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified Fiduciary & Investment Risk Specialist (CFIRS) + Certified Bank Auditor (CBA) ... Amalgamated Bank seeks a dedicated Senior Internal Auditor to be r esponsible for performing audit assignments including planning, conducting interviews,… more
- Truist (Philadelphia, PA)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- City National Bank (Jersey City, NJ)
- …to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant ... AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management,… more
- Commander, Navy Installations (GU)
- …and operations to ensure compliance with governing directives and prescribed fiduciary standards. Monitors the maintenance and serviceability of existing MWR ... workforce of NAF employees: Community Recreation Director (NF-1101-04), Supervisory Rec Specialist (Deployed Forces) (NF- 0188-04), Supervisory Rec Specialist … more
- Truist (Atlanta, GA)
- …Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national Sports & ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- Truist (Mclean, VA)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- First Horizon Bank (Orlando, FL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
