- Franklin Templeton (New York, NY)
- Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. ... by Franklin Templeton, a dynamic firm that spans asset management , wealth management , and fintech,...Summary: Fiduciary Trust International is hiring a Trust Officer to join our NY Market… more
- Wintrust (Chicago, IL)
- …Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust , and asset ... Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust , and asset … more
- First Citizens Bank (Raleigh, NC)
- …focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the ... associates through a strong knowledge of fiduciary norms. Responsibilities Fiduciary Management - Administers complex personal trust relationships. Consults with… more
- First Horizon (Little Rock, AR)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... Location: Onsite SUMMARY Responsible for Treasury Management sales activities, including the development of new... sales activities, including the development of new Treasury Management relationships, cross sell to existing Treasury Management… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …comprehensive trust and fiduciary services including custodial accounts, wealth management , and specialized investment administration. Chartered in 1999 ... TRUST INVESTMENT OFFICER Dunham Trust...Experience + Experience: 5-10 years in financial services or wealth management with client-facing investment responsibilities. +… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...planning and investment issues. + Effective organizational and time management skills. + Ability to work in a team… more
- First Horizon Bank (Memphis, TN)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... Officer is responsible for adherence to First Horizon Trust Division Policies and Procedures. Other responsibilities include managing...Requirements:** + Bachelor's Degree + Minimum of 3 years Trust Management and Risk Management … more
- US Bank (St. Louis, MO)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... equivalent work experience + 5 or more years of experience in Trust administration - **Preferred Skills/Experience:** + Professional Designation is highly preferred… more
- Wells Fargo (Wayne, PA)
- …Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management . Working at Wells Fargo | Jobs and Careers at Wells ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... JP Morgan Asset & Wealth Management , with client assets of...JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is...administration of the trust . You will assume the primary responsibility for the… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... * Develop, retain and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the … more
- JPMorgan Chase (New York, NY)
- …the Trust Officer 's role to oversee the administration of the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- Ballston Spa National Bank (Ballston Spa, NY)
- … Wealth Management Solutions Department at BSNB! We are seeking a VP, Wealth Management Officer to work collaboratively with BSNB lines of business to ... tax strategies, and holistic wealth preservation. VP, Wealth Management Officer In this...laws, regulations and policies and in accordance with the trust documents to carry out the intent of the… more
- Access Dubuque (Dubuque, IA)
- …and business development?_** Join our growing Fidelity Bank & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and play ... Trust Officer **Fidelity Bank & Trust...Bring:** + Minimum of 3 years of experience in trust and wealth management + Strong knowledge of trust… more
- Hills Bank (Cedar Rapids, IA)
- …trusts and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate ... clients of the bank. + Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop… more
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville,...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking,...trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts… 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
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **To...Risk Management + Business Development + Client Management + Wealth Planning + Customer and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Senior- Trust - Officer \_25030335-2) **Job Description:** At Bank of America,… more
