- Wintrust (Chicago, IL)
- … Fiduciary Investment Risk Specialist (CFIRS), Certified Bank Compliance Officer (CBCO), Certified Regulatory Compliance Manager (CRCM), or Certified Regulatory ... relevant laws, regulations, and internal policies related to trust administration, fiduciary duties, and investment management. Monitor to ensure compliance with… more
- First Citizens Bank (Raleigh, NC)
- Overview This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a ... operational management in all assigned relationships. Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms.… more
- Franklin Templeton (New York, NY)
- …cultures, people, and business development happening around the world. Position Summary: Fiduciary Trust International is hiring a Trust Officer to join ... Fiduciary Trust International is a premier investment and...work schedule with three days in office. The Trust Officer will join one of our five market teams… more
- Queensborough National Bank and Trust Co. (Savannah, GA)
- …trust accounting functions for accounts for which he/she is administrative officer . Attend Trust Committee meetings. Provides account reviews, makes recommendations ... where necessary, and carries out plans as set forth by the Trust Committee. Adheres to and maintains knowledge of trust written policies and procedures. Is actively involved with the community, networking to identify new business development opportunities.… more
- Academic Career & Executive Search (Cleveland, OH)
- Cleveland Institute of Art Vice President for Business Affairs and Chief Financial Officer (CFO) Academic Career & Executive Search is pleased to assist Cleveland ... Art in its search for a Vice President for Business Affairs and Chief Financial Officer (CFO). For full consideration, please apply by September 5, 2025. This is a… more
- American Ballet Theatre (New York, NY)
- …issues and concerns regarding fiscal matters to the executive director. Fulfills fiduciary responsibility for accurate and timely communication of known problems and ... their corresponding solutions. Utilizes special knowledge of regulatory requirements as well as ABT's goals, policies, mission, and values. Demonstrates sound judgment and decision making when making financial or other recommendations. Assures equal and fair… more
- Pacific ExecSearch (Roseville, CA)
- Job Description We are conducting an exclusive search for the Chief Executive Officer (CEO) of the California Rural Indian Health Board, Inc. (CRIHB). This is an ... and key performance indicators regularly. Works with the Chief Financial Officer to assess financial risks and opportunities. Implements risk management protocols… more
- Namic (Indianapolis, IN)
- …Indianapolis location. Reporting to the VP - Underwriting & Chief Underwriting Officer , this full-time position will review, evaluate and analyze exposures and ... Directors & Officers, Cyber Liability, Employment Practices Liability, Trustee & Fiduciary Liability, and Agents Errors & Omissions programs that require independent… more
- Bank of America (Dallas, TX)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
- Bank of America (Pennington, NJ)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina; Pennington, New Jersey **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Senior- Fiduciary - Officer \_25021239-1) **Job Description:** At Bank of America,… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Fiduciary Compliance Officer works within the Compliance Risk Management organization, and ... a compliance officer /internal auditor for a national bank in the fiduciary space + Experience using enterprise governance and compliance applications + Past… more
- US Bank (Milwaukee, WI)
- …**Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust ... policies and procedures, applicable state law and Federal regulations; ensures fiduciary activities meet regulatory requirements. Provides support in responding to… more
- Wells Fargo (Wayne, PA)
- …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 and Investment Management. Working at Wells Fargo | Jobs… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …include estates, personal trust, guardianships, corporate trusts, and any other appropriate fiduciary capacity. The Trust Officer assumes responsibility for the ... Trust Officer I Canandaigua National Bank Location: Pittsford, NY...administration and discharge of the bank's legal/ fiduciary responsibility for all assigned estate and trust accounts.… more
- First Horizon Bank (Knoxville, TN)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Wells Fargo (San Francisco, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells...and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including… more
- City National Bank (Los Angeles, CA)
- *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities… more
- Comerica (Palo Alto, CA)
- …Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, conducting ... and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications + Bachelor's degree from an… more
- Bank of America (Chicago, IL)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS)...and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM,… more
- BlackRock (New York, NY)
- …(MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as ... well as Multi-Asset Model Portfolios and investment products. **Custom Model Solutions Servicing Team Overview** The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated… more
