- Monster (Coral Gables, FL)
- …his/her administered trust or custody accounts in coordination with Supervisor and Senior Management. Makes recommendations, in coordination and with the support of ... Relationship Managers and other banking officers, on fiduciary alternatives and structures by assessing customer needs, using his/her knowledge, creativity and sound… more
- KeyBank (New York, NY)
- **Location:** 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the ... 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)
- …respected, 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 ... 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 ... Philadelphia, PA. This risk and compliance oriented role is responsible for the fiduciary management of existing, complex fiduciary accounts which PNC serves as… more
- KeyBank (NY)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or ... 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Sr . Compliance Manager - Trust & Fiduciary ...The Sr . Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent compliance… 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 ... outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary ...networking skills and a passion for philanthropy + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, ... collaboration with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management… 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)
- …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
- 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
- Fifth Third Bank, NA (Birmingham, AL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional… more
- Wells Fargo (Austin, TX)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… 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
- First National Bank of Omaha (Dekalb, IL)
- …how it fits into our organization's success.** **Summary of the Job:** The Sr . Associate, Investments and Planning is accountable to advise affluent clients through ... multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession… more
- Thrivent Financial (Appleton, WI)
- …high-touch client service while fulfilling fiduciary duties. As a trusted advisor , the Senior Personal Trust Officer builds lasting relationships with ... 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
- Charles Schwab (Tysons Corner, VA)
- …candidate for this role to work on site in the specified locations. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- Eastern Bank (Manchester, NH)
- …**:** **Cambridge Trust - A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with Bank's policies and procedures, as ... decisions. + Team focus working with Wealth Management colleagues, partners, and senior leaders to build relationships, provide support, and help to move business… more
- KeyBank (Elkhart, IN)
- …300 Nibco Parkway - Elkhart, Indiana 46516 **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience ... content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning,… more
- Iowa State University (Des Moines, IA)
- Under the direction of the Executive Director, serves as the primary advisor on fiduciary matters for the Board of Regents and provides leadership in reviews of ... reports problems, issues, and recommendations to the Executive Director. + Provides senior officials with information necessary to make informed decisions related to… more
- Iowa Department of Administrative Services (Urbandale, IA)
- …BASIC FUNCTION: Under the direction of the Executive Director, serves as the primary advisor on fiduciary matters for the Board of Regents and provides ... reports problems, issues, and recommendations to the Executive Director. + Provides senior officials with information necessary to make informed decisions related to… more
