- CIBC (New York, NY)
- …obtain income tax returns and other pertinent documentation related to the account Present new business opportunities to NTC or DTC's committee system for review ... including account fiduciaries, beneficiaries or other interested parties. Develop new business -related policies, procedures, documentation, controls and other… more
- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point... business relationships to develop client loyalty and new business opportunities. + Assess client revenue… more
- Comerica (New York, NY)
- …to clients. Works with Advisor Solutions Trust Specialist's to develop new business through our partners. Develops referrals through their centers of ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...to contribute to the achievement of the annual net new business goal for the division.Position CompetenciesSuccessful… more
- TD Bank (New York, NY)
- …2nd line oversight of business monitoring and testing programs, new business initiatives), including frameworks, policies, standards and development of ... Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of… more
- JPMorgan Chase (New York, NY)
- … succession planning + Assist Bankers and other team members in their new business efforts + Cultivate relationships with professional advisors (PAs), ... your career to the next level. As a Wealth Advisor in the US Private Bank, you will help...the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients… more
- TD Bank (Middle Village, NY)
- …who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) ... **Work Location:** Middle Village, New York, United States of America **Hours:** 40...advisor . As an FA you will be a fiduciary and will put the client's financial interests first… more
- M&T Bank (New York, NY)
- … fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of ... for a revenue goal met through the acquisition of new clients from internal and external sources, and the...and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions… more
- TD Bank (New York, NY)
- **Work Location:** New York, New York, United States of America **Hours:** 40 **Pay Details:** $250,000 - $370,000 USD TD is committed to providing fair and ... skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to… more
- US Bank (New York, NY)
- …including overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong ... (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client...business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management.… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR-REGISTERED INVESTMENT ADVISOR * *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and advisory ... role supporting assigned business units including two registered investment managers. The role...fair valuation, investment strategy and selection, proxy voting, and fiduciary investments. * Provide credible challenge at committee meetings.… more
- Bank of America (Stamford, CT)
- …projects of moderate to high complexity that would involve learning (regulatory regime, business model, processes) on each new assignment. + Executes audit ... test work during highly complex audit activities for Lines of Business (LOBs). Key responsibilities include independently designing and executing audit tests,… more