- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorgan Chase… more
- Umpqua Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer...Phoenix, Arizona, you are an experienced Trust Officer , Trust Advisor, or Wealth … more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: ... advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- CIBC (Chicago, IL)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc.,… more
- Citigroup (Miami, FL)
- …address and escalate significant issues related to Wealth (Private Banking, Trust , etc.) and activities to senior management . **Job Family Group:** ... The Compliance Anti-Money Laundering (AML) Risk Management Senior Officer is a senior...+ Review and assess new products and services in Wealth (Private Banking, Trust , etc.) for inherent… more
- JPMorgan Chase (Newark, DE)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... services. You will work under the supervision of the Trust Officer in the administration of accounts,...in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of… more
- Regions Bank (Houston, TX)
- …organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officer and perform special projects as assigned + May assist ... attention to detail This position is a part of Regions Bank's Private Wealth Management team. **Position Type** Full time **Compensation Details** Pay ranges… more
- Bank OZK (Jacksonville Beach, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers...delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- Bank of America (Providence, RI)
- Senior Trust Officer Providence, Rhode Island **Job...Risk Management + Business Development + Client Management + Wealth Planning + Customer and ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience Branding ... with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This...overseeing the administration and business development of complex investment management and trust accounts and working with… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver… more
- Tompkins Community Bank (Ithaca, NY)
- …participate in presentations to clients with the Wealth Advisor/ Trust Officer ; assist clients with account setup and management through the financial ... Officers focused on client experience and business development; ensure Wealth Advisor/ Trust Officer is in...internal policies, procedures and practices in support of risk management and overall safety and soundness and the Company's… more
- M&T Bank (North Palm Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Morgan Stanley (Pasadena, CA)
- …SUMMARY:* The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth … more
- M&T Bank (Burlington, VT)
- …with the client on all trust matters and responsible for overall trust administration management . + Assess and manage risk, exercise fiduciary discretion and ... and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet … more
- City National Bank (Wilmington, DE)
- ** TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?**...accounts + Comply fully with all Bank Operational and Wealth Management policies and procedures as well ... This position supports RBC Delaware Trust by administering estate and personal trust ...Delaware Trust by administering estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts,… more
- Citizens (OH)
- …has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct ... focus on aspects of compliance and operational risk for Wealth Management . This includes aspects of material...RIA serving ultra-high net worth clients, 12 CFR 9 Trust and Fiduciary business, including exposure to Alternative Investments… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... values of our employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while ensuring performance objectives… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... authority covering large and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and Business with strong… more