- 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 ... term goals for highly complex financial planning needs + Lead the strategy and resolution of highly complex planning...(LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary… 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 ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point...meet client's needs. + Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether… more
- Wells Fargo (Denver, CO)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at ... Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Lead a team of fiduciary professionals responsible...the approval of discretionary distributions + Act as an advisor and lead team to achieve business… more
- Combined Jewish Philanthropies (Boston, MA)
- …Ranked by BBJ as Massachusetts' largest non-profit organization - CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger ... of CJP's DAF program, aligning it with organizational priorities while enhancing philanthropic engagement within the Boston Jewish community. The role also provides… more
- Farmingdale State College (Farmingdale, NY)
- …& Executive Oversight + Serve as a member of the President's Cabinet and a key advisor to the President. + Lead and manage the College Foundation as Executive ... a central role in shaping the College's future by securing philanthropic support, cultivating meaningful relationships with stakeholders, and enhancing the… more