- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point...relationship managers and all other partners on all internal fiduciary issues. + Work closely with Regional … more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely… more
- US Bank (Irvine, CA)
- …excel at-all from Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization / ... entities. Must have an established professional network in the local and/or regional market. This role has potentially substantial travel requirements, due to… more
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- M&T Bank (Baltimore, MD)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of...the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role… more
- University of Colorado (Denver, CO)
- …system administration employees. **Strategic Talent Leadership** + Serve as a trusted advisor to the President, Senior Vice President for Internal Operations and ... strategy aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents. **Governance and… more
- State of Colorado (Denver, CO)
- …economic outlook, and vibrant civic culture. The city serves as a regional hub for innovation, government, healthcare, and technology, creating dynamic opportunities ... system administration employees. Strategic Talent Leadership + Serve as a trusted advisor to the President, Senior Vice President for Internal Operations and Chief… more
- First National Bank of Omaha (Fort Collins, CO)
- …with a high-touch boutique experience backed by the strength of a major regional bank. We believe wealth should feel personal, purposeful, and generational. **About ... You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning, private banking, specialty credit, and family… more
- Truist (Coral Gables, FL)
- …servicing and advisor support + Escalate potential at-risk relationships to advisor / regional managing director + Serve as the on-site local contact for ... of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
- Truist (Nashville, TN)
- …servicing and advisor support. 8. Escalate potential at-risk relationships to advisor / regional managing director. 9. Serve as the on-site local contact for ... This is an in-office position located in Nashville, TN.* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
- Oracle (Atlanta, GA)
- …highly valued business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records for the ... a plus. + Experience + Big 4 or large regional CPA firm experience, strongly preferred. + 8+ years...operating in compliance with Oracle's policies and procedures + Fiduciary responsibility and accountability for the audits of the… more
- University of Michigan (Dearborn, MI)
- …in Detroit in 1817, moving to Ann Arbor in 1837. Two additional regional campuses were subsequently created, the University of Michigan-Flint in 1956 and UM-Dearborn ... are overseen by the University President. Chancellors of the regional campuses serve as executive officers of the university...director of athletics, senior human resources director and senior advisor to the chancellor. The chancellor has a high… more
- First Horizon Bank (Orlando, FL)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- Cushman & Wakefield (Seattle, WA)
- …to the project management service line for the designated, regional portfolio, including financial management, client relations, and project operations/execution. ... The Senior Director is a core member of the regional leadership team, accountable for leading and collaborating with...all client needs, and generally act as a trusted advisor for comprehensive real estate work + Act with… more
- Carnegie Mellon University (Pittsburgh, PA)
- …research administration team. In this pivotal role, you will be a trusted financial advisor , a compliance leader, and a driver of process innovation. You will govern ... Expert Consultation (25%)** + Serve as a key partner and compliance advisor to Principal Investigators (PIs) and department business managers, translating complex… more
- BlackRock (San Francisco, CA)
- …**Primary Responsibilities:** + Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment insights through ... to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. **Role Description** Due to our continued… more
- Truist (Nashville, TN)
- …and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for changes and re-alignments ... regular engagement with other functional and support leaders. Partner with Regional Managing Directors (RMD), Division Directors (DD), and Specialty Wealth… more
- Columbia Bank (UT)
- …assigned book of business, with the approval and guidance of the Trust Regional Director or Trust President. + Directly responsible for the administration of larger, ... Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust… more
- Truist (Atlanta, GA)
- …**Please review the following job description:** Provides in-office client and advisor support interfacing with our affluent Investment clients and Centers of ... in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate… more
- HUB International (New York, NY)
- …you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud _Stevie ... retention goals. **Client Relationship Management** + Serve as a trusted advisor to allied health clients, understanding their operating model, regulatory landscape,… more