- Wells Fargo (Chicago, IL)
- …is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible for offering personalized ... and delivers outstanding client service. The Special Needs Trust Advisory Specialist is responsible for growing the...professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business… more
- US Bank (Kansas City, MO)
- …Minimum of 10 years of fiduciary experience (eg, administration, legal practice, fiduciary advisory ). + Minimum of 10 years of experience in HNW/UHNW wealth ... excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies,… more
- KeyBank (Brooklyn, OH)
- …audits focused on KeyBank's Asset Management business, including wealth management, investment advisory , and fiduciary services. The Audit Manager will be ... Knowledge of wealth management, trust and estate planning, investment management and advisory , and fiduciary services (preferred) + Knowledge of regulations and… more
- Truist (Charlotte, NC)
- …advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- City National Bank (Charlotte, NC)
- …Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or ... Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory , Broker/Dealer, Investment Banking activities for CNB's Capital Markets,… more
- BlackRock (Atlanta, GA)
- …a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. ... whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as well as Multi-Asset Model… more
- First Horizon Bank (Kingsport, TN)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more