- 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
- 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
- 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 ... 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
- 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
- UMB Bank (Chandler, AZ)
- …another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- M&T Bank (Bear, DE)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- M&T Bank (Wilmington, DE)
- …and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary , family office services, etc. + Participate in Wealth Advisor ... relevant experience Deep expertise in planning, investments, banking, and fiduciary Prior experience managing complex UHNW client relationships Strong communications… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …About the Role A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on ... Key Responsibilities Client Relationship Management + Serve as the primary advisor for a portfolio of high-net-worth clients. + Maintain regular communication… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of ... $57 billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… 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
- Truist (Mclean, VA)
- …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
- Truist (Chattanooga, TN)
- …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
