- Northern Trust (Houston, TX)
- …and identifies opportunities external to banking in the areas of investment and fiduciary *Applies knowledge of credit policy, banking products as well as risk ... negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management *Analyzes and negotiates the terms… more
- Moneta (St. Louis, MO)
- Company Description Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions ... meet the needs of those we serve. Job Description Job Summary The Senior Investment Research Analyst leads public markets manager research, overseeing over 100… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- Job Description Job Summary: Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, specialized ... training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial… more
- Jordan Park Trust Company (Portsmouth, NH)
- …trust company under common ownership with Jordan Park Group, an investment advisor registered with the Securities and Exchange Commission. We provide comprehensive ... challenges to empower clients to achieve their intended outcomes. Senior Associate, Trust Officer - New Hampshire We are...a select book of client accounts, primarily consisting of fiduciary accounts for which Jordan Park Trust Company (JPTC)… more
- Michels Corporation (Brownsville, WI)
- …to be the best. Our work improves lives. Find out how a career as a Senior Tax Director can change yours. We are seeking a highly experienced and strategic Senior ... with both business goals and family ownership priorities. Serve as a strategic advisor to executive management and family stakeholders on tax matters including M&A,… more
- CBIZ, Inc. (Boston, MA)
- CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in ... our goal to develop strong relationships with our clients, as a trusted advisor . Essential Functions and Primary Duties Client Management Serve as the primary point… more
- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will ... be performed remotely, at the manager's discretion. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in… 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 ... operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate effectively with… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or ... Road, Brooklyn Ohio **About the Job** The Compliance Manager - Testing ( Fiduciary & Trust) is responsible for leading and executing independent compliance testing… more
- Truist (Richmond, VA)
- …travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General Description of ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- BankFinancial (Downers Grove, IL)
- …computer and Microsoft Office skills. Licenses/Certificates/Registrations Certified Trust and Fiduciary Advisor certification (CTFA) and/or Certified Financial ... reviews and resolves breaches by the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the Trust… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …compliance with trust provisions and regulatory requirements. + Maintain documentation of fiduciary reviews and delegated advisor oversight. + Track and ... OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment… more
- Charles Schwab (San Diego, CA)
- …a Sr . Manager, Sr . Wealth Advisor . Sr . Manager, Sr . Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a ... products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager, Sr . Wealth Advisor , you will work with clients to build a… more
- UMB Bank (Kansas City, MO)
- …custody, agency, IRA, and other assigned accounts, handling complex situations. The ** Sr .** **Trust Advisor ** within our Private Wealth Management team builds ... 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
- Charles Schwab (Bellevue, WA)
- …candidate for this role to work on site in the specified location.** As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- Truist (Chicago, IL)
- …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
- Cushman & Wakefield (Columbus, OH)
- **Job Title** Sr . Director, Project and Development Services **Job Description Summary** The Sr . Director is responsible for the successful management of the ... all client needs, and generally act as a trusted advisor for comprehensive real estate work . Act with...for comprehensive real estate work . Act with the fiduciary responsibility to client projects, including complete financial management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct reviews ... **Job Summary:** The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in...internal customers to identify, research, and resolve problems. The Senior Advisor in this role will support… 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 ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- PNC (Louisville, KY)
- …and have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
