- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... trust operating system. + Works with third party investment managers utilizing their expertise to preserve and grow...+ Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Strategy, Compliance and Risk Management** + Create and implement an attractive trust investment platform that allows advisors to maintain deep and ... team + Build and maintain strong relationships with other senior RJT leaders to ensure seamless fiduciary administrative and...trends and offerings that may be suitable for the trust investment platform as well as research… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... estate planning, trusts and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust accounts. **Skill… more
- City National Bank (Newark, DE)
- * INVESTMENT SERVICE ASSOCIATE SENIOR * WHAT IS THE...or equivalent * 3 years of experience in an investment management or trust environment * 2 years ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- AON (Chicago, IL)
- Investment Consultant Senior Consultant This is...the world. As an organization, we are united through trust as one inclusive team and we are passionate ... the firm + Leads ad hoc projects for US Investment Consulting senior /local leadership Skills and experience...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Senior Investment Officer will assist in overseeing the investment activity for ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Senior Investment Officer will report to the… more
- City National Bank (New York, NY)
- * INVESTMENT RISK SENIOR ANALYST* WHAT IS THE OPPORTUNITY? The Investment Risk Analyst will play a crucial role in supporting the Head of Investment Risk ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …experience. + Minimum of five (5) years of experience working directly with senior executive teams, investment committees, and/or other key partner groups on ... and professionally. The Team Established in 2009, the Foundation's Strategic Investment Fund (SIF) was created to advance the organization's philanthropic mission… more
- Deloitte (Columbus, OH)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- Commerce Bank (Leawood, KS)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... combination of education and experience required + 6+ years trust , bank or investment management experience required...for some roles. This compensation range is for the Senior Portfolio Manager - Commerce Trust job… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- Wells Fargo (Las Vegas, NV)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- Wells Fargo (Minneapolis, MN)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs… more
- Wells Fargo (Long Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. ... beneficiaries with varying degrees of disability and/or incapacity + Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special… more
- Bank of America (New Haven, CT)
- Trust Senior Associate - Private Bank New Haven, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions,… more
- M&T Bank (Vero Beach, FL)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Commerce Bank (Kansas City, MO)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...for some roles. This compensation range is for the Senior Financial Planner - Commerce Trust job… more
- CalSTRS (Sacramento, CA)
- …in the future. Under the general direction and in close collaboration with the Senior Investment Director (Public Markets), the Director of RMS will manage the ... for reallocation of strategies + Experience coaching and guiding existing senior directors + Experience developing and overseeing investment strategy… more