- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... trust operating system. + Works with third party investment managers utilizing their expertise to preserve and grow...+ Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the… more
- Bank of America (Newark, DE)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Senior -Finance-Analyst Business-Support--The- Investment -- Trust Workplace-Benefits-Reporting--Analysis Forecasting-Team-\_25012730-2)… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, ... in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical...a highly collaborative, high-impact position that reports directly to senior leadership and partners closely with Trust … more
- UMB Bank (Leawood, KS)
- …in the manner best suited to the clients' goals and objectives. The ** Senior Investment Strategist** works directly with our most sophisticated and complex ... strong communication skills (verbal, written, listening, presentation). + Demonstrates trust , investment , and trading knowledge of portfolio modeling,… more
- Publicis Groupe (New York, NY)
- …pave the way with full funnel solutions that drive business impact. As the Senior Vice President, Integrated Investment you'll bring your extensive media buying ... just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our… more
- City of New York (New York, NY)
- …the resources of plan beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...contributing to the development of analytical infrastructure. Additionally, the Senior Investment Officer will be a vital… more
- BMO Financial Group (Barrington, IL)
- …mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert knowledge of equity and ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Publicis Groupe (New York, NY)
- …full media landscape and work with a breadth of clients. 2. You'll learn both Investment and Business Operations - a unique blend of skills not often combined within ... trends within the marketing industry. **ABOUT THE TEAM** The Senior Associate role will report into the Supervisor position...and will be a part of the Performance Video Investment Team. This team works collectively to ensure that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration. ... obtained through experience and specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and… more
- UMB Bank (Chandler, AZ)
- … trust , IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as ... assessment of the appropriate risk level for the client or trust , high level investment updates and portfolio advice. + Maintains current knowledge of UMB… more
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **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/Newport-Beach/ Senior - Trust -Officer\_25030335-2) **Job Description:** At Bank of America,… more
- Bank of America (Norfolk, VA)
- Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/ Senior - Trust -Officer\_25014342-2) **Job Description:** At Bank of America,… more
- Wells Fargo (Purchase, NY)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Wells Fargo (Dallas, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Bank of America (Boston, MA)
- Senior Trust Officer Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Senior - Trust -Officer\_25023603) **Job Description:** At Bank of America,… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB ... is looking for an Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to...We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
- M&T Bank (Vero Beach, FL)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth ... and Investment Management. Trust advisors discuss the needs of HNW and UHNW...team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts + Administer a book… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Senior - Trust -Officer\_25023122) **Job Description:** At Bank of America,… more
- Wells Fargo (Minneapolis, MN)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...(IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more