- KeyBank (New York, NY)
- … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the ... Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for...25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively… more
- KeyBank (Palm Beach Gardens, FL)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax, and other related wealth ...in fiduciary , investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary … more
- Citizens (Johnston, RI)
- …opening for a First Line Risk Senior Manager supporting our Private Wealth Management - Trust Fiduciary businesses with direct responsibility for the front-, ... Senior Manager will integrate activities between Risk, Compliance, and Trust Fiduciary Management Supervision. Experience in developing Private Wealth risk… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst SrThis role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior ... health, well-being, development and security for our colleagues and their family . Total Rewards consists of cash compensation, development and flexible benefit… more
- KeyBank (Pepper Pike, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax, and other related wealth ...in fiduciary , investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary… more
- KeyBank (Toledo, OH)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax, and other related wealth ...in fiduciary , investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary… more
- US Bank (Kansas City, MO)
- …excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies, ... and procedures. + Identify and resolve fiduciary risk issues. + Provide strategic advice and guidance...+ Minimum of 10 years of experience in HNW/UHNW wealth management (eg, wealth advisory, tax, account… 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 Fiduciary and Wealth Management and will partner with the Risk Framework leadership team.… more
- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway - Elkhart, Indiana 46516 **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning ... Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank...clients to advise on age milestone, life events, and children/ wealth planning opportunities. + Partner with Fiduciary ,… more
- Charles Schwab (Lone Tree, CO)
- …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 are ... impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
- Deloitte (Grand Rapids, MI)
- …Recruiting for this role ends on June 1, 2026 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- M&T Bank (Boston, MA)
- …planning strategies, family governance and multigenerational planning, asset protection and family wealth issues related to divorce. + Analyze and assess ... + Apply advanced knowledge of estate, trust, tax, philanthropic, family governance, multigenerational planning and other wealth ...internal bank workshops and seminars in a range of wealth management and fiduciary topics such as… more
- Citigroup (New York, NY)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... + Stay abreast of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams… more
- Citizens (Johnston, RI)
- …across platforms including Clarfeld's fully disclosed platform, and the legacy Citizens Wealth Management fiduciary business. The team is responsible for ... Description The Wealth Management Operations team services high net worth...fee collection, and corporate actions. We are seeking a Senior Trust Operations Specialist to join our Johnston-based team.… more
- Deloitte (Cleveland, OH)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal,… more
- Wells Fargo (Denver, CO)
- …group, including **WIM** referral activity. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banker (SAFE) Working at Wells Fargo | Jobs ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...high net worth and ultra-high net worth individuals, families, family offices and charities. **BL&T** further provides legal guidance… more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- Thrivent Financial (Appleton, WI)
- …organizational skills, and the ability to deliver high-touch client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust ... help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a… more
- Edward Jones (St. Louis, MO)
- …and external professionals including attorneys and CPAs. What You Will Do: The Senior Trust Consultant will serve as the key contact for Edward Jones Branch ... a high level of service throughout this process. The Sr . Trust Consultant remains a key contact for the...potential new business, to include review of all assets, family and beneficiary situations, tax returns and accountings. +… more