- First Citizens Bank (Raleigh, NC)
- Overview This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a ... operational management in all assigned relationships. Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms.… more
- Bank of America (Pennington, NJ)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina; Pennington, New Jersey **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Senior - Fiduciary - Officer \_25021239-1) **Job Description:** At Bank… more
- Wells Fargo (Purchase, NY)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- US Bank (Milwaukee, WI)
- …**Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust ... policies and procedures, applicable state law and Federal regulations; ensures fiduciary activities meet regulatory requirements. Provides support in responding to… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- City National Bank (Los Angeles, CA)
- * SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary...with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting… more
- M&T Bank (Vero Beach, FL)
- **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
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... 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
- Bank of America (Norfolk, VA)
- Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/ Senior -Trust- Officer \_25014342-2) **Job Description:** At Bank of America,… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Senior -Trust- Officer \_25023122) **Job Description:** At Bank of America,… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wilmington/Delaware- Senior -Trust- Officer \_25025609) **Job Description:** At Bank of America,… more
- Bank of America (Boston, MA)
- Senior Trust Officer Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Senior -Trust- Officer \_25023603) **Job Description:** At Bank of America,… more
- Bank of America (Chicago, IL)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS)...Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... department-wide resolution via mentoring and/or policies within the bounds of good fiduciary practice. * Interacts with Financial Advisors and clients in defining… more
- First Horizon Bank (Memphis, TN)
- …best at serving their customers one opportunity at a time. **Summary:** The Senior Compliance Officer is primarily responsible for helping to ensure adherence ... all regulatory processes and procedures promulgated by Federal and State regulators. The Senior Compliance Officer is responsible for adherence to First Horizon… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust's Investment Services team,… more
- US Bank (Milwaukee, WI)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- Raymond James Financial, Inc. (Memphis, TN)
- …that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator during the ... the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Role Summary** As the VP, AML Officer for the Raymond James Bank and Trust businesses, you will oversee and execute an anti-money laundering framework aligned to ... risk identification and mitigation, especially tailored to banking and fiduciary service operations. You will serve as a trusted...operations. You will serve as a trusted advisor to senior leadership, acting as both guardian and guide in… more
- Novant Health (Winston Salem, NC)
- Job Summary The SVP, Chief Health Informatics Officer (CHIO) reports directly to the EVP, Chief Medical Officer (CMO) and is responsible for designing solutions ... closely with all clinical leaders including the Chief Medical Officer (CMO), Chief Safety and Quality Officer ...as well as the Digital Products and Services (DPS) senior leadership team to craft game-changing strategies for the… more
