- KeyBank (Portland, ME)
- … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the ... 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively...family office experience. While serving UHNW clients, the Fiduciary Advisor also identifies opportunities to protect, grow and… more
- Citigroup (Charlotte, NC)
- …audits and assessments of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize ... The Senior Auditor is an intermediate level role responsible...wealth and investment products/services. + Basic understanding of fiduciary principles and regulations (ie OCC Regulation 9, Investment… more
- Wells Fargo (New York, NY)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo ... capacity + Extensive knowledge and understanding of financial and estate planning, fiduciary /trust, wealth transfer, leverage, multiple asset class usage, asset… more
- Deloitte (San Juan, PR)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- First National Bank of Omaha (Omaha, NE)
- …as a senior risk and compliance leader for a growing wealth division while leading comprehensive operational teams. You'll build integrated frameworks that set ... **Summary of the Job:** We are seeking an experienced Vice President, Wealth Risk and Operations to lead first-line risk management, compliance oversight, and… more
- First National Bank of Omaha (Overland Park, KS)
- …and generational. **About This Role:** **The Opportunity** As the **Head** **of Private Wealth ** **Advisory** , you will be the senior leader responsible for ... with **$5MM+ in investable** **assets** . You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning,… more
- US Bank (Seattle, WA)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal,… more
- US Bank (Irvine, CA)
- …for selected high net worth and ultra-high net worth organization / individual / family relationships within a particular market or region. Works closely with other ... senior members of the relationship team to meet all of client's philanthropic planning, wealth planning, estate planning and wealth transfer needs.… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …friendly education and advice you need to accumulate, grow, and maintain the wealth necessary to achieve yours. What truly separates us from larger financial ... a Sr. Trust Officer - Team Lead do? The Senior Trust Officer Team Lead at Canandaigua National Trust...developed for the function as part of the CNB Wealth 's annual operating plan, while ensuring compliance with various… more
- US Bank (Minneapolis, MN)
- …and Operations team. This role will support audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations. Operations provides direct ... support to Consumer and Business Banking, Payment Services, and Wealth Management and Investment Services business lines, and centralized support for commercial… more
- S&P Global (Centreville, VA)
- …the long-term design of the team. This role reports directly to senior leadership and partners closely with Finance, People, Technology, and divisional business ... oversight of payroll governance, internal controls, audit readiness, and fiduciary responsibilities across all jurisdictions. + **Vendor & Technology Management:**… more
- S&P Global (Centreville, VA)
- …environment + partner closely with colleagues across the business and Mobility senior leadership + design, build and implement a robust, fit for purpose, ... risk management and control activities align with approved risk appetite and fiduciary obligations + Conduct regular audits and risk assessments to identify… more