- Monster (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships ... management services to the client. The incumbent will utilize broad-based fiduciary knowledge, experience, and bank resources to identify opportunities for… more
- JobTarget (Dallas, TX)
- …entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values ... efficiency, and client service above all else.We are seeking a Senior Litigation Attorney with deep experience handling partnership, shareholder, and corporate… more
- Monster (Coral Gables, FL)
- …his/her administered trust or custody accounts in coordination with Supervisor and Senior Management. Makes recommendations, in coordination and with the support of ... Relationship Managers and other banking officers, on fiduciary alternatives and structures by assessing customer needs, using his/her knowledge, creativity and sound… more
- Wells Fargo (Dallas, TX)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at ... outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary ...networking skills and a passion for philanthropy + Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP… more
- Fifth Third Bank, NA (Birmingham, AL)
- …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 (Pittsburgh, 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 will be based ... Philadelphia, PA. This risk and compliance oriented role is responsible for the fiduciary management of existing, complex fiduciary accounts which PNC serves as… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based ... or participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC… more
- Wells Fargo (Austin, TX)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Huntington National Bank (Charlotte, NC)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth Management ... be the primary colleague responsible for all risk activity in support of Trust/ Fiduciary Activities, The Private Bank and the Preferred Bank. This leader works with… more
- Truist (Raleigh, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- UMB Bank (Rust, MI)
- …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 to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- M&T Bank (Costa Mesa, 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
- Charles Schwab (Boston, MA)
- …to work on site in the specified location.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- Truist (Richmond, VA)
- …travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General Description of ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- Truist (Philadelphia, PA)
- …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
- Comerica (Farmington Hills, MI)
- Job Description Senior Trust Advocacy AdvisorThe Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business ... highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration.Responsibilities: New Business Review: Review governing… more
- Thrivent Financial (Appleton, WI)
- …high-touch client service while fulfilling fiduciary duties. As a trusted advisor , the Senior Personal Trust Officer builds lasting relationships with ... help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a… 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
- RWJBarnabas Health (West Orange, NJ)
- Senior Counsel, Assistant Vice President of Legal Affairs, Employee Benefits and ERISA ComplianceReq #:0000206241 Category:Professional / Management Status:Full-Time ... 95 Old Short Hills Road, West Orange, NJ 07052 Job Title: Senior Counsel Location:SBC Corporation Department Name:General Counsel Office Req #:0000206241… more
- Truist (Tampa, FL)
- …This position is located at Truist Tampa, FL. on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high ... net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve as the primary point of intake for a… more
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