- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth ... with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial ... a dynamic work environment + Participate in and contribute to the Trust Investment Committee + Enthusiastically embrace, support, and model the bank's values and… more
- NBT Bank (Syracuse, NY)
- …in accordance with the objectives of the account. Serves as a member of the Trust Investment Committee. Department: Trust Investment Skills and Abilities ... objectives while making recommendations. Understands and stays updated of the current investment climate while ensuring that customers and Trust Division… more
- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust ... Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight … more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer - Performance & Risk Reporting is responsible for the production, ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...composites, and maintaining data integrity across reporting systems. The Investment Officer will also collaborate across departments… more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio, which includes ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City and County of San Francisco (San Francisco, CA)
- …SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management, and Innovative ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio, which includes real ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Investment Officer will report to the DCIO… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Investment Officer will report to the DCIO… more
- City of New York (New York, NY)
- …of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the Public Equity allocation, which currently ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...totals approximately $117 billion. The Investment Officer will report to the Head… more
- City of New York (New York, NY)
- …resources of plan beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction methodologies ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...to the development of analytical infrastructure. Additionally, the Senior Investment Officer will be a vital resource… more
- First National Bank of Omaha (Minneapolis, MN)
- …based on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our ... and trust . This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and representing our point of… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and… more
- NBT Bank (Syracuse, NY)
- …high net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that ... designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager...of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions,...decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate… more
- JPMorgan Chase (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and ...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & ..., you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary ... & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and...distributions, and tax reporting + Attract and develop new trust and investment management business + Serve… more
- JPMorgan Chase (New York, NY)
- …advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate ... * Oversee investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust… more
- Charles Schwab (Henderson, NV)
- …candidate for this role to work on site in the specified locations. The Trust Officer is responsible for developing and maintaining relationships with registered ... investment advisors, trust beneficiaries, and other interested...interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank… more