- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Compliance Manager - Testing ( Fiduciary & Trust) is responsible for leading and executing ... independent compliance testing reviews across KeyBank's Wealth and Fiduciary business lines. Operating within the broader Compliance Risk Management… more
- Wells Fargo (Boca Raton, FL)
- …It all begins with you. About this role: Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services ... WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth...+ Certified Commercial Investment Member (CCIM) + Certified Property Manager (CPM) + Relationship management and asset management (and/or… more
- Wells Fargo (Dallas, TX)
- …**About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and ... under Regulation Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on… more
- Charles Schwab (San Diego, CA)
- …, Sr . Wealth Advisor. Sr . Manager , Sr . Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered ... specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager , Sr . Wealth Advisor, you will work with clients to… more
- BMO Financial Group (Los Angeles, CA)
- **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....and procedures. You will have the opportunity to advise senior leaders on risk and legal issues arising out… more
- City National Bank (Jersey City, NJ)
- * SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- Charles Schwab (Bellevue, WA)
- …selected candidate for this role to work on site in the specified location.** As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you ... direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's… more
- Truist (Philadelphia, PA)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- M&T Bank (Los Angeles, CA)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Zions Bancorporation (Irvine, CA)
- …Bankers + Private Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services ... to leading with financial planning with all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth … more
- UMB Bank (Kansas City, MO)
- …custody, agency, IRA, and other assigned accounts, handling complex situations. The ** Sr .** **Trust Advisor** within our Private Wealth Management team builds ... **UMB's Wealth Management** takes a holistic and collaborative approach...meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- Citizens (Tarrytown, NY)
- …responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business. Primary ... while intimately focusing on each client's unique circumstances. The Investment Operations Sr . Manager will be responsible for effective and efficient oversight… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... This is a highly collaborative, high-impact position that reports directly to senior leadership and partners closely with Trust Officers and Associates, Business… more
- JPMorgan Chase (Jersey City, NJ)
- …and shape the future of risk management in a dynamic industry. As an Internal Audit Manager on the Asset Wealth and Management team, you will lead audits in Risk ... that combines leadership, expertise, and innovation? As an Audit Manager , Vice President, you'll be at the forefront of...Management and Asset & Wealth Management, collaborate with senior management, and… more
- UMB Bank (Rockford, IL)
- …to ensure the client's priorities are at the center of every action. The Sr . Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio ... The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based… more
- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage… more
- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more
- Bank of America (Newport Beach, CA)
- …and estate planning experience + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Knowledge of ... Senior Trust Officer Newport Beach, California **To proceed...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- Bank of America (Norfolk, VA)
- …**Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + ... Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- Bank of America (Chicago, IL)
- …**Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + ... Senior Trust Officer Chicago, Illinois **To proceed with...of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer… more