- 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, ... with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust 's … more
- Bank OZK (Little Rock, AR)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs ... a dynamic work environment + Participate in and contribute to the Trust Investment Committee + Enthusiastically embrace, support, and model the bank's values and… 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 ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Bank of America (New York, NY)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, ... 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) **Job… more
- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies ... Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer will serve as the primary liaison between the … more
- NBT Bank (Syracuse, NY)
- …high net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that ... designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager...of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years… 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
- 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....with the client to develop credibility and earn their trust . + Builds effective relationships with internal/external stakeholders. +… more
- City National Bank (Las Vegas, NV)
- …revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of ... laws and regulations, state tax laws, income taxation with respect to trust investment management principles. * Trust Certification (CTFA) is desired. *… more
- JPMorgan Chase (New York, NY)
- …the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and investment issues and ... investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust and… more
- Truist (Nashville, TN)
- …toward CFA or CIMA designation strongly preferred 3. Portfolio management of trust and investment management accounts **General Description of Available Benefits ... "Manage" instead of "Manages") The Foundations & Endowments Specialty Practice (FESP) Investment Associate 2 provides support to Foundations & Endowments senior … more
- Regions Bank (Indianapolis, IN)
- …partners and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- First National Bank of Omaha (Greeley, CO)
- …**Summary of the Job:** The Trust Advisor will manage and administer trust relationships and work with an investment portfolio manager to proactively perform ... is preferred. + Additional 5+ years of experience in the Trust , Investment or financial services industry. + Previous successful effective relationship… more
- First Horizon Bank (Knoxville, TN)
- …software, eg, Microsoft Word, Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… 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 + 5+ years trust , bank or investment management experience required + Chartered Financial Analyst (CFA) and/or… more
- Regions Bank (Birmingham, AL)
- …+ Manages tax coordination + Supports PS Advisor retention and expansion of trust and investment management clients + Takes responsibility for ensuring all ... the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Trust Support Administrator oversees the administration of accounts in Philanthropic… more
- Regions Bank (Atlanta, GA)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment … more
- Regions Bank (Hoover, AL)
- …Administrator - Private Wealth is responsible for the administration of Personal Trust and Investment Management client relationships. This position is ... Oversees client relationships and administers transactions on an assigned book of trust accounts + Develops internal and external business networks to identify… more
- Commerce Bank (Leawood, KS)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... education and experience required + 1+ year experience in Trust , Bank or Investment Management experience preferred...1+ year experience in Trust , Bank or Investment Management experience preferred + Progress towards Chartered Financial… more
- Umpqua Bank (Seattle, WA)
- …A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Greenwood...assets under management and meet fiduciary objectives. + Manage investment portfolios in accounts and assigned accounts within the… more
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