- Bank of America (Cleveland, OH)
- Senior Trust Officer Cincinnati, Ohio;Cleveland, Ohio **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... to make a difference. Join us! **Job Summary:** The Senior Trust Officer maintains a book of...local Private Bank teams to achieve strategic objectives of PWM market overall. The STOs primary responsibility is the… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... make a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a...and ML fiduciary advisors to achieve strategic objectives of PWM markets overall. The Delaware STO's primary responsibilities are… more
- Citigroup (Greenburgh, NY)
- …limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral leads. + Manage client ... The Senior Wealth Advisor SAFE Act is a seasoned...brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank through the use of financial… more