- Capital One (New York, NY)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote)About the Role:We are seeking an experienced and detail-oriented Senior ... Manager with horizontal cybersecurity expertise to join our dynamic Customer Trust & Field Security team. This critical role acts as the security expert for our… 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 ... their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a… more
- City National Bank (New York, NY)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...which authorized creation of the NYC Public Housing Preservation Trust (the Trust ). The Trust … more
- TD Bank (New York, NY)
- …preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... Comptroller of Currency (OCC) governance including fiduciary and investment handbooks.** + **Knowledge and experience within compliance or audit, legal and regulatory environment, enterprise governance framework, products and services, policies, standards,… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Edward Jones (New York, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- KeyBank (New York, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and...whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... JP Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and...problem-solver with a client-first mindset, and inspiring confidence and trust among advisors and internal stakeholders. **Job responsibilities** +… more
- Edward Jones (Jersey City, NJ)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients… more
- Bank of America (New York, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Dow Jones (New York, NY)
- Summer 2026 Internship - Barron's Advisor Intern Application Deadline: November 14, 2025 We encourage you to submit your application as early as possible, as ... the wealth management industry Support compiling invitation lists from Advisor Database for Advisor Summits Update database...demeanor and the ability to gain expertise and earn trust with our clients Organizational skills and attention to… more
- Thrivent Financial (Newark, NJ)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income… more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their… more
- Fiserv (Berkeley Heights, NJ)
- …make a difference at Fiserv. **Job Title** DNA ATM Team - Software Development Advisor I Required **Software Development Engineering - Advisor I** **What does a ... successful Software Development Engineering - Advisor I do?** At Fiserv, we are dedicated to...eligibility and suitability for federal contract employment for public trust or sensitive positions. Positions that support state and/or… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain...facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals,… more
- Citigroup (New York, NY)
- …of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW delivers solutions to help meet the wealth ... of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO team… more
- JPMorgan Chase (New York, NY)
- 2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB **Short Description** Advisor Training Program in Global Private Bank working with advisors to ... meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every… more
- SAP (New York, NY)
- …a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to join our innovative ... and Configure, Price, Quote (CPQ) solutions. As a trusted advisor , you will engage C-level executives and senior stakeholders,...CIOs, CROs, VPs of Sales or Billing) to establish trust , articulate SAP's value proposition, and align Finance, BRIM… more
