• Lead Trust Closely

    Wells Fargo (Minneapolis, MN)
    …this role, you will:** + Lead complex initiatives regarding portfolio of closely held business interests, including stock and other ownership interests, ... you. **About this role:** Wells Fargo is seeking a Lead Fiduciary Specialty Asset Manager Working at Wells Fargo...executives, attorneys, CPA's and Wells Fargo internal professionals The Closely Held Asset Manager will perform on-going… more
    Wells Fargo (06/22/25)
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  • Senior Fiduciary Specialty Asset Manager

    Wells Fargo (Minneapolis, MN)
    …* Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...seeking a Senior Fiduciary Specialty Asset Manager to support Closely Held Asset Management within its Wealth… more
    Wells Fargo (06/14/25)
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  • Tax Manager - Private Wealth

    Deloitte (Minneapolis, MN)
    …and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely - held business concerns, while providing solutions to complex tax ... will perform high-level reviews of tax research of individual, fiduciary, partnership, closely - held corporations, estate, and gift work papers and tax returns,… more
    Deloitte (05/21/25)
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  • Market Leader - Advisor Development Program

    Bank of America (Wayzata, MN)
    …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... participants are meeting and achieving hurdles + In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor… more
    Bank of America (04/29/25)
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  • Financial Operations Supervisor - State Program…

    State of Minnesota (St. Paul, MN)
    …Paid Leave program, serving as the program's Cash Manager. The incumbent will lead a team working on the financial planning, reporting and oversight of the ... Paid Leave Trust Fund, ensuring transparency, integrity, and compliance with state...coordination with AP and collection of funds. + Collaborate closely with the Payments Supervisor (AP) to ensure integrated… more
    State of Minnesota (06/06/25)
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