- Monster (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships ... 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 ... efficiency, and client service above all else.We are seeking a Senior Litigation Attorney with deep experience handling partnership, shareholder, and corporate… 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 (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 (Minneapolis, MN)
- …role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… 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 (Winston Salem, NC)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… 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
- 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
- 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
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... 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
- 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
- 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
