- Stony Brook University (Stony Brook, NY)
- …privacy laws, institutional policies, and sponsor requirements. Acting as a trusted advisor , this executive will collaborate closely with stakeholders in ERM, legal, ... IT security, academic affairs, research administration , and clinical operations to strengthen the university's privacy framework. We are seeking a visionary and… more
- Quad (Sussex, WI)
- …role requires strong interpersonal skills, professionalism, and the ability to build trust and respect with colleagues, IT leadership, and business stakeholders as a ... BI process and technical advisor . The BI Engineer Sr plays a key role...Master's degree in Computer Science, Information Systems, Math, Business Administration , or a related field. Experience: + Minimum eight… more
- embecta (Parsippany, NJ)
- …drive sustainable improvements. Additionally, this individual will serve as a strategic advisor to the Audit Committee, providing regular updates on audit findings, ... assessments, and key findings. + Serve as a strategic advisor to the Audit Committee and executive leadership on...& Certifications** + Bachelor's degree in Accounting, Finance, Business Administration , or a related field is required. + Advanced… more
- Allison Transmission (Indianapolis, IN)
- …through effective labor law and compliance strategies. + Resolution Process: Foster trust , navigate challenges, and address and resolve employee matters, acting as a ... strategy and business goals. + Training and Guidance: Serve as a trusted advisor on labor relations matters. Provide training and guidance to management and… more
- Signature Aviation (Orlando, FL)
- …by our people-first culture. Join us in building and maintaining a high- trust , high-performance workplace for all team members. Signature Aviation is seeking a ... globally. The ideal candidate will serve as a trusted advisor to senior leadership and help to foster a...union contract negotiations and labor engagement. + Oversee the administration and consistent application of CBAs, in partnership with… more
- Somatus (Mclean, VA)
- …management, career development, and succession planning. + Serve as a strategic advisor to leaders, aligning talent strategies with both immediate and long-term ... Required Skills and Experience: + Bachelor's degree in Human Resources, Business Administration , or related field; HR certification preferred. + Minimum of 7-10… more
- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Farmington Hills, MI)
- …These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration .Responsibilities: New ... Job Description Senior Trust Advocacy AdvisorThe Trust Advisor...includes a review of state statutes, overall knowledge of trust and estate administration , an understanding of… more
- Comerica (Wilmington, DE)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica … more
- Regions Bank (Orlando, FL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving… more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,...Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts;… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
- Comerica (New York, NY)
- Job Description Special Needs Trust Advisor IIThe Special Needs Trust Advisor II will be dedicated to the Special Needs Solutions Team. The candidate ... as an account administrator in a specific area of expertise to include trust administration , investments or insurance in a client service capacity + 4 years of… more
- Huntington National Bank (Fairlawn, OH)
- … Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working ... Description Summary: The Trust Advisor III, as part of...opportunities. Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate… more
- Regions Bank (Tampa, FL)
- …the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- BMO Financial Group (San Francisco, CA)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration of… more
- CIBC (Newport Beach, CA)
- …, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor ). + Focus on external calling and marketing. + Ensure ... growth field. + You have demonstrated knowledge of credit, lending, investment strategy, trust administration and wealth management solutions. + You put our… more
- KeyBank (New York, NY)
- …plan and actively participates in the execution. **Fiduciary Expertise and Trust Administration ** + Demonstrates experience working directly and independently ... - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... absence of the Family Office Relationship Managers. + Assist with account administration , trust document review and interpretation, fund transfers, discretionary… more
