- Wells Fargo (Las Vegas, NV)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Winston Salem, NC)
- …role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Fifth Third Bank, NA (Birmingham, AL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based ... administration, addressing the clients' needs, and risk and compliance management. The advisor is responsible for the fiduciary management of existing, complex… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- TD Bank (Mount Laurel, NJ)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… 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
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based ... OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will...assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. + Engages… more
- Charles Schwab (Indianapolis, IN)
- …to work on site in the specified location(s). As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- M&T Bank (Burlington, VT)
- …attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. ... Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner. + Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account… more
- Truist (Charlotte, NC)
- …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
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Benefits Advisor within PNC's HR Total Rewards organization, you will be based in Pittsburgh, PA ... non-qualified plans, employee stock purchase, etc. *Experience with the fiduciary obligations and governance of ERISA-governed benefit plans. *Enthusiasm for… more
- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Aegon Asset Management (Cedar Rapids, IA)
- …reputational, etc.) and effectiveness of key controls. + Act as a trusted advisor to the record-keeping and fiduciary administration affiliates regarding best ... Summary Supports Transamerica's retirement compliance program for record-keeping and fiduciary administration services provided to our qualified retirement plan… more
- TIAA (Dallas, TX)
- **Guided Advice** The Senior Director of Guided Advice leads a high-performing team of Wealth Advisors who deliver episodic and comprehensive financial planning and ... and services while maintaining the highest standards of regulatory compliance and fiduciary responsibility. As an integral member of the Guided Advice leadership… more
- M&T Bank (New York, NY)
- …industry associations, government and regulatory bodies. The successful candidate will be a key advisor to senior leadership and will play a critical role in ... relevant laws and regulations. + Serve as a trusted advisor to senior leadership, offering proactive legal...managing direct reports + Deep expertise in wealth management, fiduciary law, and institutional financial services. + New York… more
- Washington Metropolitan Area Transit Authority (New Carrollton, MD)
- Senior Director, Occupational Health & Operations Job ID: 251051 Location: MD-Metro Bldg New Carrollton Full/Part Time: Full-Time Posting Open-Close 11/19/2025 - ... (WMATA) Occupational Health & Wellness (OHAW) Department seeks a seasoned Senior Director of Occupational Health & Operations to provide strategic leadership… more
- Edward Jones (Tempe, AZ)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... put their clients first in everything they do. The Senior Planner will serve as a conduit between the...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is… more