- Bank of America (New York, NY)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Senior -Finance-Analyst Business-Support--The- Investment -- Trust Workplace-Benefits-Reporting--Analysis Forecasting-Team-\_25012730-2)… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, ... in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical...a highly collaborative, high-impact position that reports directly to senior leadership and partners closely with Trust … 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
- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR * WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned to the ... Trust Operations team. Position will serve as a liaison...mutual funds. * Coordinates with Account Officers, brokers and Investment Managers to arrange for settlement of securities. Contacts… more
- M&T Bank (Rochester, NY)
- …**Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate ... (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. + Communicate Wilmington Trust 's investment … more
- City of New York (New York, NY)
- …the resources of plan beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...contributing to the development of analytical infrastructure. Additionally, the Senior Investment Officer will be a vital… more
- BMO Financial Group (Barrington, IL)
- …mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert knowledge of equity and ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- First Horizon Bank (Dallas, TX)
- …of Senior Vice President to expand and develop our municipal securities investment banking team. As a senior -level Public Finance Banker with FHN Financial, ... public entities. Public Finance provides deep exposure to the capital markets and senior level bankers will work closely with all aspects of the FHN Financial's… 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 **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/ Senior - Trust -Officer\_24025432) **Job Description:** At Bank of America,… 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 ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- Bank of America (Richmond, VA)
- Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/ Senior - Trust -Officer\_25014342-2) **Job Description:** At Bank of America,… more
- Bank of America (Boston, MA)
- Senior Trust Officer Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Senior - Trust -Officer\_25023603) **Job Description:** At Bank of America,… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB ... is looking for an Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to...We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
- M&T Bank (Washington, DC)
- …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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) ... fiduciary tax returns and delivers outstanding client service. The Special Needs Trust Advisory Specialist is responsible for growing the credibility and enhancing… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth ... and Investment Management. Trust advisors discuss the needs of HNW and UHNW...team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts + Administer a book… 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
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Senior - Trust -Officer\_25023122) **Job Description:** At Bank of America,… more