- Monster (Berwyn, PA)
- …individual, corporate, and institutional clients through multiple integrated businesses. The Senior Investment Advisor is responsible for prospecting and ... Job Description Bryn Mawr Trust , a WSFS Company, provides locally managed and...broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to… more
- Boston Consulting Group (Dallas, TX)
- …be surrounded by a community of intelligent, highly motivated and service-minded people. Sr . AAs help shape our culture by actively participating in office life, and ... career path for you - but some of our Sr . AAs we've hired in this role have gone...the box Acting as a thought partner and trusted advisor to MDPs, Partners, their teams and others at… more
- Boston Consulting Group (Chicago, IL)
- …we've hired in this role have gone on to have long and successful careers as Senior Executive Assistants at BCG; others have gone into work in one of our many ... be creative and think outside the box Acting as a thought partner and trusted advisor to MDPs, their teams and others at BCG Keeping them informed of critical… more
- Boston Consulting Group (Philadelphia, PA)
- …we've hired in this role have gone on to have long and successful careers as Senior Executive Assistants at BCG; others have gone into work in one of our many ... the box Acting as a thought partner and trusted advisor to MDPs, their teams and others at BCG...experience in a fast-paced environment (extremely fast paced!), supporting senior executives, strongly preferred US citizenship required. DO THESE… more
- Inside Higher Ed (Manhattan, KS)
- …budget alignment. Executive-Level Advisor to the Provost (25%) Serve as a senior advisor to the Provost, providing strategic thinking, issues and change ... to navigate complex interpersonal dynamics, and the capacity to quickly earn trust in a close-knit, high-touch environment. The Chief of Staff will collaborate… more
- Inside Higher Ed (Dayton, OH)
- …IX Coordinator.As a strong advocate for students, the Dean serves as an advisor to the Student Government Association (SGA) executive board and actively promotes and ... well-being, and inclusive excellence.* Serve as a key member of the senior leadership team for Student Development, sharing responsibility for leading the division… more
- Inside Higher Ed (Athens, GA)
- …and large research universities.Proven ability to serve as the principal campus advisor to senior management regarding policies, procedures, and programs that ... lead a team of investigators and trainers.Is this a Position of Trust ?:YesDoes this position have operation, access, or control of financial resources?:YesDoes this… more
- UMB Bank (Rust, MI)
- …custody, agency, IRA, and other assigned accounts, handling complex situations. The ** Sr .** ** Trust Advisor ** within our Private Wealth Management ... another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available… more
- Comerica (Farmington Hills, MI)
- Job Description Senior Trust Advocacy AdvisorThe Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for ... colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business Review:… more
- Truist (Raleigh, NC)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- UMB Bank (Rockford, IL)
- …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… 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 ... support, and help to move business forward. + Strengthens and reinforces Cambridge Trust 's role as trusted advisor providing client-centered advice and guidance.… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most...monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance… more
- KeyBank (Amherst, NY)
- …(eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of ... execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...attending on-site meetings during all project phases, reporting to senior and executive leadership on the status of the… more
- KeyBank (NY)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Sr . Compliance Manager - Trust & Fiduciary is responsible for leading and executing ... CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. +...Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or… more
- M&T Bank (Wilmington, DE)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LA1** ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- KeyBank (Amherst, NY)
- …compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management ... The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- Columbia Bank (South Jordan, UT)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring ... **About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred… more
- General Dynamics Information Technology (Fairfax, VA)
- …years of related experience **US Citizenship Required:** Yes **Job Description:** Software Engineer Sr Advisor Deliver simple solutions to complex problems as a ... Level Must Be Able to Obtain:** Top Secret/SCI **Public Trust /Other Required:** None **Job Family:** Software Engineering **Skills:** Agile...Software Engineer Sr Advisor at GDIT. Here, you'll tailor… more
