- KeyBank (Plymouth Meeting, PA)
- **Location:** 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based ... administration, addressing the clients' needs, and risk and compliance management. The advisor is responsible for the fiduciary management of existing, complex… more
- PNC (Radnor, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Sr Fiduciary Advisor within PNC's Private Bank organization, you will ... or participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC… more
- TD Bank (Mount Laurel, NJ)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Vanguard (Malvern, PA)
- Join Vanguard as a Senior Compliance Advisor and become an integral part of a dynamic, expanding team. This is a unique opportunity to shape the vision for the ... Relief, Finance, Fiduciary Risk, and Human Resources. As a trusted advisor , you'll actively collaborate with both internal and external partners, sharing your… more
- M&T Bank (Wilmington, DE)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our...maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- M&T Bank (Wilmington, DE)
- …and other trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the ... book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Maintain understanding of governing instruments including, Trust… more
- Wipfli LLP (Radnor, PA)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional… more
- WTW (Philadelphia, PA)
- …of DC retirement plan compliance, administration and governance, including vendor management, fiduciary management and plan design + Lead fee benchmarking and vendor ... present quality deliverables to clients + Establish a trusted advisor role with clients and provide consistent, superior relationship...skills + Superior ability to influence and collaborate with senior management and work across all levels of an… more