- Monster (Wilmington, DE)
- …name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships with clients and managing the ... management services to the client. The incumbent will utilize broad-based fiduciary knowledge, experience, and bank resources to identify opportunities for… more
- JobTarget (Dallas, TX)
- …entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values ... from beginning to resolution and serve as a trusted advisor to business clients.Compensation:$155,000 - $165,000+ yearlyResponsibilities:Lead litigation strategy for… more
- Monster (Coral Gables, FL)
- …with the support of Relationship Managers and other banking officers, on fiduciary alternatives and structures by assessing customer needs, using his/her knowledge, ... real estate activities related to Trusts with outside counsel and tax advisor . Coordinates investment program of all discretionary accounts with assigned portfolio… more
- Monster (New Milford, CT)
- …a professional leader. Trust & Account Administration Act as the primary advisor for an assigned client base. Responsible for maintaining account relationships, ... managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant...and account documents for designated relationships. Advise clients in fiduciary administration, financial, tax and estate planning. Act as… more
- Inside Higher Ed (Frankfort, KY)
- …candidate must demonstrate interpersonal, problem-solving, administrative, organizational and fiduciary skills that will generate programmatic revenue: The ... courses as assigned, both in-person and online (if approved)Serve as an academic advisor and collaborate with the Office of Student SuccessEngage in academic program… more
- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based ... or participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... risk and compliance oriented role is responsible for the fiduciary management of existing, complex fiduciary accounts...for the fiduciary management of existing, complex fiduciary accounts which PNC serves as trustee, guardian, or… more
- KeyBank (NY)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or ... Ohio **About the Job** The Sr. Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent compliance oversight across KeyBank's… more
- Wells Fargo (Dallas, TX)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Regions Bank (Atlanta, GA)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Huntington National Bank (Fairlawn, OH)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- PNC (Irvine, CA)
- … fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by PNC ... of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor , solves problems, and escalates… more
- KeyBank (Amherst, NY)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg ... The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- KeyBank (Brooklyn, OH)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... requirements. The Director must have comprehensive knowledge of wealth management, fiduciary /trust, broker-dealer, and investment management as well as a strong… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... (eg - trust, private banking, securities/investment management) as well trust/ fiduciary related compliance, operations, and risk management strategies with respect… more
- Regions Bank (Knoxville, TN)
- …related experience + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited ... custody, trust, and estate, ensuring account administration follows the fiduciary procedures. **Primary Responsibilities** + Conducts Initial and Annual… more
- Truist (Richmond, VA)
- …travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General Description of ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- Thrivent Financial (Appleton, WI)
- …in trust operations, administration or related fields, Certified Trust and Fiduciary Advisor (CTFA) or Certified Securities Operations Professional (CSOP) ... designations desirable. + Demonstrated knowledge or experience with trust accounting or trust accounting systems. Additional Information + This position allows a flexible work arrangement meaning you may work on-site and/or remotely from the Appleton, WI area.… more
