- Unknown (Fargo, ND)
- Senior Vice President, Chief Fiduciary Officer... Legal Counsel to serve as the principal legal advisor for fiduciary matters within its Wealth ... Fiduciary Officer & Fiduciary...manage complex problems and prioritize effectively. Hiring Manager Title Senior Legal Counsel Travel Percent Less than 10% Functions… more
- Unknown (Long Island City, NY)
- Senior Vice President, Wealth Management Advisory About the Company Premier financial services firm specializing in investment management & private wealth services ... the Role The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for serving as… more
- Unknown (Fontana, CA)
- Senior Vice President, Client Advisory About the Company Nationally recognized independent investment advisory firm Industry Investment Management Type Privately ... the Role The Company is seeking an SVP, Client Advisor to join their team. The successful candidate will...relationships. The company is independent and employee-owned, ensuring full fiduciary alignment and no product conflicts. They have a… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Senior within PNC's Private Bank organization, you will ... Pittsburgh market. The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal background would… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... 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
- Wells Fargo (Walnut Creek, CA)
- …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
- 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 ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional… more
- PNC (Philadelphia, 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 can be based ... administration, addressing the clients' needs, and risk and compliance management. The advisor is responsible for the fiduciary management of existing, complex… more
- Wells Fargo (Philadelphia, PA)
- …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
- TD Bank (Charlotte, NC)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- Fifth Third Bank, NA (Chicago, IL)
- …of the Estate, Agent or Custodian, understand and administer the most complex fiduciary accounts in accordance with the terms of their governing documents, if ... and extended family or care teams, and functioning as the clients' trusted advisor ) directly with the client, the client's immediate family, legal counsel and tax… more
- Vanguard (Malvern, PA)
- Join Vanguard as a Senior Compliance Advisor and become an integral part of a dynamic, expanding team. This is a unique opportunity to shape the vision for the ... Relief, Finance, Fiduciary Risk, and Human Resources. As a trusted advisor , you'll actively collaborate with both internal and external partners, sharing your… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based ... OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will...assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. + Engages… 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 / ... a particular market or region. Works closely with other senior members of the relationship team to meet all...with a major law or accounting firm or corporate fiduciary or nonprofit organization) - Professional designation that may… more
- Truist (Mclean, VA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Commerce Bank (Columbia, MO)
- …As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship ... for some roles. This compensation range is for the Private Client Advisor Associate & Senior Private Client Advisor Associate job and contemplates a wide… more
- M&T Bank (Baltimore, MD)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- M&T Bank (Wilmington, DE)
- …and other trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the ... book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Maintain understanding of governing instruments including, Trust… more
