- Plante Moran (Wakefield, MA)
- …goals of the client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated ... engagement team to the same standard Serve as the primary engagement manager with economic responsibilities for billing, realization and collections Relationship … more
- Wells Fargo (Purchase, NY)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Citizens (Johnston, RI)
- …First Line Risk Senior Manager supporting our Private Wealth Management - Trust Fiduciary businesses with direct responsibility for the front-, middle-, and ... Senior Manager will integrate activities between Risk, Compliance, and Trust Fiduciary Management Supervision. Experience in developing Private Wealth risk… more
- KeyBank (Hartford, CT)
- …of client advice + If appropriate, may function as the lead contact on a client relationship while engaging a Relationship Manager to ensure that a complete ... of the annual client plan and actively participates in the execution ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working directly… more
- KeyBank (New York, NY)
- …in the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete ... the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth… more
- First Horizon Bank (Coral Gables, FL)
- …On site at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client ... services. Officer assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and… more
- Comerica (Dallas, TX)
- Job Description Institutional Trust Senior Relationship ManagerThe Senior Relationship Manager role will oversee the administration of all assigned ... procedures. Contribute to department annual new business goal. Interact with Unit Manager and schedule and conduct client calls/annual reviews in accordance with… more
- KeyBank (Amherst, NY)
- …The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or testing concepts ... (eg - trust , private banking, securities/investment management) as well trust / fiduciary related compliance, operations, and risk management strategies with… more
- KeyBank (Rochester, NY)
- **Location:** 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet ... + Seeks new opportunities and engages proper sales partners + Participates in relationship reviews as fiduciary expert upon request of field teams Team… more
- KeyBank (Seattle, WA)
- …to nonprofit, public, corporate, government, and Tribal Nation clients. The Senior Relationship Manager (SRM) leads the execution of the Institutional Advisors ... referrals from clients, internal partners, and COIs. The Senior Relationship Manager drives current relationships forward, expands...of all fiduciary services. + Apply sound fiduciary judgment to trust matters in order… more
- Truist (Atlanta, GA)
- …with disabilities to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- Access Dubuque (Dubuque, IA)
- …legal obligations are met with care and precision. You'll be the trusted relationship manager for clients and beneficiaries, conducting regular meetings and ... legacy?_** **_Do you thrive in a role that blends trust administration, relationship building, and business development?_**...trust and wealth management + Strong knowledge of trust laws, compliance standards, and fiduciary best… more
- Columbia Bank (Portland, OR)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the...+ Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities.… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... with Broader Wealth Organization Work closely with sales professionals and relationship managers to identify opportunities to cross-sell trust services… more
- Columbia Bank (Greenwood Village, CO)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California Los Angeles, California **Description** **About ... manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate… more
- Bank of America (Wilmington, DE)
- …DE** **-** The Delaware Trust Officer I (Delaware TOI) maintains a trust book of fiduciary and investment management accounts. Provides fiduciary ... integrated delivery of products and services. Works closely with relationship managers and portfolio managers and ML FAs in...JD preferred, in addition to 2 yrs+, prior Delaware Trust & Fiduciary management experience. For internal… more
- Edward Jones (St. Louis, MO)
- …Jones Clients, Financial Advisors, Branch Teams, and Internal Partners. + Serve as the Relationship Manager and key EJTC resource for a group of client ... + Review and initial interpretation of all governing documents for the relationship , to include trust agreements, wills, powers of attorney, beneficiary… more
- First Horizon Bank (Kingsport, TN)
- …**Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with ... client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner… more
- Bank of America (Wilmington, DE)
- …Bank associates in national markets. Responsible for the Delaware STO book's management of fiduciary risks and trust policy adherence. Able to mentor more junior ... Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your...works closely with national Private Bank teams and ML fiduciary advisors to achieve strategic objectives of PWM markets… more
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