- Truist (Charlotte, NC)
- …to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- BMO Financial Group (Los Angeles, CA)
- …management principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- BMO Financial Group (West Palm Beach, FL)
- Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records including schedules ... market Client Service Team to provide exceptional service to Trust & Estate clients. Provides technical expertise for all..., and agency accounts. + Acts as the Relationship Manager to assigned clients and effectively interacts with others… more
- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio Manager Charlotte, North Carolina **Job Description:** **Role Summary:** This investment management role is part of the ... the pension plan, 401(k) plan, and assets held in trust for the NQDC plans + Analyze, evaluate, select,...in accordance with ERISA and as an ERISA plan fiduciary Support the administration of the plans. Plan administrators… more
- Wellington (New York, NY)
- …our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of ... provide day to day management; partner with our client group on our fund and growth strategy and with...perform. - **Investment performance, integrity and risk** **:** Provide fiduciary and supervisory oversight ensuring our funds are taking… more
- Bank of America (Portland, OR)
- …financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services ... Portfolio Manager II Portland, Oregon **Job Description:** At Bank...investment programs designed to achieve the objectives of a group of client accounts. Implements policies and programs approved… more
- BMO Financial Group (Chicago, IL)
- …with business/ group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/ group on implications of new ... group strategy. + Builds effective professional relationships with business group , internal/external stakeholders and trust with regulators. + Analyses… more
- Charles Schwab (San Francisco, CA)
- …Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust , and Estate Group . Schwab Wealth Advisory is a premier, fee ... clients as the client facing phone teams. The Tax, Trust , and Estate Group addresses complex wealth...a Senior Manager , Schwab Wealth Advisor. **_Senior Manager , Schwab Wealth Advisors_** work as a fiduciary… more
- Tucson Electric Power (Nogales, AZ)
- …Gas and Electric Business Reporting Unit: Administration FLSA Status: Exempt Level: Manager EEOC Category: First/Mid-Level Officials EEOC Job Group Managers Does ... **District Manager , Santa Cruz Gas & Electric** Company **UniSource...our local efforts to strengthen our culture of safety, trust and integrity, inclusion and collaboration, learning, innovation and… more
- Bank of America (Pennington, NJ)
- Portfolio Oversight Manager I Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... power to make a difference. Join us! **Portfolio Oversight Manager I** **-** The incumbent manages the day to...their Portfolio Oversight Director, is available to business partners, Trust Specialists, TOs, FAs, etc., for questions during the… more
- SMBC (Brea, CA)
- …Relationship Management role + Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred but not required. + ... **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California… more
- Wellington (Boston, MA)
- …the capital structure. Wellington Management's Global Investment Research (GIR) group delivers deep, differentiated research targeted towards areas of dispersion ... and alpha generation, across equity and fixed income. The group is organized into 12 teams, comprising of over...openness to continue learning, evolving and growing as a manager of investment talent. Superior collaboration and influencing skills:… more
- CIBC (Boston, MA)
- …CIBC Private Wealth Management ("PW") conducts an investment advisory and fiduciary business, which focuses primarily on serving a select group ... CIBC's US PW business is conducted through three primary entities, CIBC National Trust Company, NA, an OCC licensed limited purpose trust company, CIBC… more
- TEKsystems (Kansas City, MO)
- …to understand our firm's unique approach. Responsibilities: + You will report to your group manager whose previous experience in the role will assist you in ... Hiring an Account Manager to support a large Client within the...service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns… more
- TEKsystems (Plano, TX)
- …markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in ... service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns...the first year Responsibilities *You will report to your group manager whose previous experience in the… more
- Wellington (New York, NY)
- …**About the Role** **OVERVIEW** Wellington Investment Strategy and Solutions Group (iStrat) manages customized portfolios across multi-asset, fundamental factors and ... members of the FFP Team manage multi-factor portfolios, conduct market and manager research, and partner with clients on factor-based investment solutions, including… more
- TEKsystems (Plano, TX)
- …to understand our firm's unique approach. Responsibilities: * You will report to your group manager whose previous experience in the role will assist you in ... the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients'… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... role will also maintain strong alignment to the enterprise Third Party risk group . **What you'll be doing** + Developing the bank's strategy, roadmap and control… more
- Bank of America (Jacksonville, FL)
- …a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access ... administrative, operational, supervisory, and regulatory oversight functions within a supervision group for multiple business channels, and is responsible for a wide… more
- Truist (Louisville, KY)
- …skills 7. Contribute to a positive team environment that fosters cooperation, trust and group identity 8. Excellent interpersonal and relationship management ... a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients....at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point of… more