- Huntington National Bank (Charlotte, NC)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth ... position will be the primary colleague responsible for all risk activity in support of Trust/ Fiduciary Activities,...risks across the Wealth organization. + Works with other Business Risk Officers to recommend risk… more
- Wells Fargo (San Francisco, CA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth ... monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite… more
- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and ... or equivalent * Minimum 10 years of experience in trust and estate administration, fiduciary risk management, and regulatory compliance within a bank or wealth… more
- Wells Fargo (Minneapolis, MN)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Estate Settlement Administration Team in ... monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite… more
- KeyBank (Brooklyn, OH)
- …Tiedeman Road, Brooklyn Ohio **About the Job** The Fiduciary Compliance Officer works within the Compliance Risk Management organization, and is responsible ... and regulatory developments that are applicable to the Bank's fiduciary business . + Assists in the development...officer /internal auditor for a national bank in the fiduciary space + Experience using enterprise governance and compliance… more
- Citizens (Johnston, RI)
- …for dual-registered Broker-Dealer/Registered Investment Advisor, 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments and 33 ... environment. You will serve as an interface to the business to drive meaningful reductions in risk ....Broker-Dealer, Registered Investment Advisor, 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments… more
- City National Bank (Los Angeles, CA)
- …City National Bank's ("CNB") Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS...to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and… more
- Fifth Third Bank, NA (Boca Raton, FL)
- …expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages ... Third Bank. ABOUT THE ROLE: The Senior Estate Settlement Officer serves as a senior subject matter expert in...and execute legal documents related to probate, litigation, and fiduciary accounting. Risk Management & Fiduciary… more
- Thrivent Financial (Appleton, WI)
- …in estate planning, trust documents, account agreements, investment principles, and risk management. The officer collaborates closely with internal teams ... life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a high-volume portfolio of… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and completion of projects/tasks o Demonstrate sound decision-making skills, including balancing business risk to Fifth Third Bank with client interests o ... compliance with all policies and procedures governing fiduciary and non- fiduciary relationships. Responsible and accountable for risk by openly exchanging… more
- M&T Bank (Washington, DC)
- …skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary ... management for complex trust relationships. + Assess and manage risk , exercise fiduciary discretion and judgment, and...the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource… more
- M&T Bank (Wilmington, DE)
- …skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary ... for overall trust administration management. + Assess and manage risk , exercise fiduciary discretion and judgment, and...the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource… more
- KeyBank (Brooklyn, OH)
- …problems/issues and elevate appropriately; assist in resolving issues affecting client service and risk management + Work with Service Officer , consultant and RM ... Lending and Investment team, or other KeyBank lines of business as required by credit policy, including compliance with...appropriately; assist in resolving issues affecting client service and risk management + Work with Service Officer … more
- Berkshire Bank (Boston, MA)
- …compliance and risk management of the Wealth Management (Trust department) business and the Berkshire Banc Investment Services business . The VP, Compliance ... Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer Grade: 12...committees. + Foster a compliance centric culture and appropriate risk appetite for the business . Lead various… more
- KeyBank (Amherst, NY)
- …professional and/or industry sponsored certifications in wealth management, trust, and/or fiduciary risk management and/or compliance (eg - CFIRS (Certified ... - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or internal or external audit experience with a strong… more
- Idaho Division of Human Resources (Boise, ID)
- Investment Officer Posting Begin Date: 2025/09/24 Work Type: Full Time Location: Boise, ID, United States Minimum Salary: 110,000.00 Maximum Salary: 150,000.00 Pay ... Rate Type: Annual Salary Description Investment Officer The Public Employee Retirement System of Idaho (PERSI) is a public pension fund headquartered in Boise, with… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset ... TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust... Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized… 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 \_25039494) **Job Description:** At Bank of America, we are… more
- Access Dubuque (Dubuque, IA)
- President & Chief Executive Officer **Greater Dubuque Development Corporation** 1 Positions ID: 80989 Posted On 09/08/2025 **Job Overview** Greater Dubuque ... leader to become its next President & Chief Executive Officer ("CEO"). The new CEO will work closely with...and community organizations, with a focus on talent attraction, business retention and expansion, and innovation. The new CEO… more
- City National Bank (San Francisco, CA)
- *TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports RBC Delaware Trust by administering estate and personal trust accounts including testamentary and ... accounts. WHAT WILL YOU DO? * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations...a legal and administrative review of all potential new business . * Build strong relationships with key COI's and… more