- Wells Fargo (Minneapolis, MN)
- …this role, you will:** + Lead complex initiatives regarding portfolio of closely held business interests, including stock and other ownership interests, ... you. **About this role:** Wells Fargo is seeking a Lead Fiduciary Specialty Asset Manager Working at Wells Fargo...executives, attorneys, CPA's and Wells Fargo internal professionals The Closely Held Asset Manager will perform on-going… more
- Wells Fargo (Minneapolis, MN)
- …* Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * ... Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at… more
- Deloitte (Minneapolis, MN)
- …and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely - held business concerns, while providing solutions to complex tax ... will perform high-level reviews of tax research of individual, fiduciary, partnership, closely - held corporations, estate, and gift work papers and tax returns,… more
- Bank of America (Wayzata, MN)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... participants are meeting and achieving hurdles + In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor… more
- State of Minnesota (St. Paul, MN)
- …Paid Leave program, serving as the program's Cash Manager. The incumbent will lead a team working on the financial planning, reporting and oversight of the ... Paid Leave Trust Fund, ensuring transparency, integrity, and compliance with state...coordination with AP and collection of funds. + Collaborate closely with the Payments Supervisor (AP) to ensure integrated… more