- 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
- City National Bank (New York, NY)
- … business . Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...Perform a legal and administrative review of all potential new business . * Meet sales goals around… 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
- JPMorgan Chase (New York, NY)
- …professional advisor community. * Develop, retain and deepen client relationships. ** New Business ** * Partner with Wealth Advisors, Bankers, Investors, and ... of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation....of relevant experience focused in the Trust and Estate business ; either at a corporate fiduciary or… more
- RWJBarnabas Health (West Orange, NJ)
- …exemptions, and IRS/DOL audits or voluntary correction programs Internal Legal Support and Business Strategy + Serve as a trusted advisor to system leadership, ... the anticipated annual salary range for this position if hired to work in New Jersey. The compensation offered to the candidate selected for the position will depend… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... 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
- BlackRock (Princeton, NJ)
- …Model Portfolios + Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver fiduciary and investment insights ... iShares(R) ETFs. **Location:** Princeton, Boston, Atlanta or San Francisco ** Business Description:** BlackRock's US Wealth Advisory business manages… 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
- 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
- BlackRock (Princeton, NJ)
- …Investment products and resources + Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations + Embrace ... financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills...to work from home 1 day a week. Some business groups may require more time in the office… more