- 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 ... fiduciary operations. This role works with executive management within...relationship management. The position requires a deep understanding of fiduciary law, risk management, regulatory compliance, and investment oversight.… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Fiduciary Compliance Officer works within the Compliance Risk Management organization, and ... a compliance officer /internal auditor for a national bank in the fiduciary space + Experience using enterprise governance and compliance applications + Past… 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 ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… 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 ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- 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 Management ... be the primary colleague responsible for all risk activity in support of Trust/ Fiduciary Activities, The Private Bank and the Preferred Bank. This leader works with… more
- Citizens (Johnston, RI)
- …of investment management products and services, including direct support to the Chief Fiduciary and Investment Officer of the firm. + Accomplished background in ... Line Risk Senior Manager supporting our Private Wealth Management - Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back-office… 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 ... in banking at Fifth Third Bank. ABOUT THE ROLE: The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of… more
- First Horizon Bank (Coral Gables, FL)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- City National Bank (Los Angeles, CA)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB")… more
- CIBC (Chicago, IL)
- …maintain a strong partnership with Relationship Managers, Business Development Officers, Fiduciary colleagues and other members of Private Wealth. Work with external ... working at a corporate trustee, preferred + Experience as a Trust Officer with familiarity with Trust Accounting systems, preferred + Developed people management… more
- BlackRock (Atlanta, GA)
- …(MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as ... well as Multi-Asset Model Portfolios and investment products. **Custom Model Solutions Servicing Team Overview** The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated… more
- JPMorgan Chase (Miami, FL)
- …the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required Proficiency Training courses ... As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- JPMorgan Chase (Dallas, TX)
- …the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust.… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of administrative and fiduciary duties of a highly responsible and complex nature for a centralized group ... retention and growth, and compliance with all policies and procedures governing fiduciary and non- fiduciary relationships. Responsible and accountable for risk… more
- M&T Bank (Wilmington, DE)
- **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
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Administer assigned book of ... client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as primary point of contact for the client on… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust** 1 Positions ID: 3306537 Posted On 05/29/2025 Refreshed On 09/30/2025 **Job Overview** **_Are you passionate about helping ... Bank & Trust Wealth Management team as a **Trust Officer , in our Waverly branch** and play a vital...play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As… more
- JPMorgan Chase (New York, NY)
- …the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more