- First Option Bank (Overland Park, KS)
- …recommendations for adjustments based on client needs and market environment. 4. Compliance and Risk Management : - Ensure all trust activities comply with ... , with a proven track record of managing fiduciary accounts. - In-depth knowledge of trust and estate planning, investment management , and relevant legal and… more
- Fifth Third Bank (Skokie, IL)
- …steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and ... spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core...are met based on needs, segmentation, asset allocation, and risk management . Identifies and refers opportunities providing… more
- BillionToOne (Menlo Park, CA)
- …At BillionToOne, we've built something extraordinary-a culture where transparency fuels trust , collaboration drives breakthroughs, and every voice matters in our ... is where you belong. BillionToOne is looking for a Senior Manager of Real Estate & Vendors to provide exceptional service and support to BillionToOne customers. The… more
- US Bank (St. Louis, MO)
- …you excel at-all from Day One. Job Description Responsible for the administration, risk management and servicing of assigned fiduciary and investment ... management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and...to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Advanced knowledge of estate … more
- JPMorgan Chase & Co. (Plano, TX)
- …of our loan origination processes. You'll develop valuable skills in stakeholder management and problem-solving, all while being part of a supportive and dynamic ... You'll collaborate with internal and external stakeholders, fostering a culture of trust and efficiency in a fast-paced environment. Our team is dedicated to… more
- US Bank (Minneapolis, MN)
- …you excel at-all from Day One. Job Description Responsible for the administration, risk management and servicing of assigned charitable fiduciary and investment ... management accounts. May include Relationship Management responsibilities...product specialty knowledge and expertise (such as, Charitable/Philanthropic Accounts, Estates , etc.). Will work as part of a team… more
- UMB Financial Corporation (Phoenix, AZ)
- The Portfolio Manager II - Real Estate Group role is tasked with executing all portfolio management activities for monitoring, identifying, and managing the ... credit risk of the CRE portfolio which generally consists of...reviews, performance covenant testing, extensions, modifications, and non-performing loan management . Key highlights of the role will include the… more
- Bridges Trust Company (Omaha, NE)
- …wealth transfer planning, and trust administration expertise. Provide administration, risk management and servicing of assigned complex accounts where ... named as fiduciary, balancing client expectations with appropriate fiduciary risk management and diligence. Apply expertise and.../ wealth management Strong working knowledge of trust law, income tax, estate tax, gift… more
- International Staffing Consultants, Inc. (Morristown, NJ)
- …entities) *Oversee internal controls and implement financial process improvements *Manage risk management and insurance-related matters *Prepare and administer ... Tax Director Our client is a private family office providing investment management , estate planning, tax, and accounting services to a multigenerational… more
- First Horizon (Knoxville, TN)
- …fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment ... Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people ... of expertise: - Administration of personal fiduciary accounts (trusts, estates , investment management , IRAs, etc.) - Knowledge...IRAs, etc.) - Knowledge of 12 CFR 9, state trust and fiduciary laws, uniform trust code… more
- PNC Financial Services Group, Inc. (Louisville, KY)
- …for managing a Trust book, and will involve policy/procedure and risk management tasks. The ideal candidate will meet the following qualifications: ... Making, Finance Strategy, Investment Management , Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Competencies Account … more
- Fidelity Investments (Boston, MA)
- …funds, liquid alternatives, Business Development Companies, private equity, private credit, real estate ; Solid understanding of the asset management laws and ... Vice President, Asset Class LeadAlternatives Compliance Team The Role Asset Management Compliance (AMC) works closely with Fidelity's investment teams cross all… more
- Regions Financial Corporation (Nashville, TN)
- …services including financial planning, asset management , personal trust and estate planning, insurance and risk management services, consumer and ... book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools… more
- Franklin Templeton (New York, NY)
- Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer ... by Franklin Templeton, a diversified firm that spans asset management , wealth management , and fintech, giving us...working with high-net-worth clients, a solid understanding of tax, trust and estate planning knowledge is important.… more
- United Nations (New York, NY)
- …in turn, assisted in this function by the Office of Investment Management (OIM). OIM manages approximately $90+ billion multi-asset class, global investment ... about 85% of which is actively managed in-house. Asset classes under management comprise of global equities, fixed income, foreign exchange, private equity, real… more
- Jones Lang LaSalle IP, Inc. (Baltimore, MD)
- …strategic problem-solving ability and established credibility in the Commercial Real Estate community that instills confidence and trust . Key responsibilities ... JLL legal team to maximize profitability and appropriately manage risk to the firm. Maintain accurate sales reporting information...and affiliates, is a leading global provider of real estate and investment management services. We take… more
- Opsahl Dawson (Lacey, WA)
- …advisor, you'll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service ... S-Corps, and 1099 Experience in individual clients, high net worth individuals, trust & estates , state tax, and pensions Who We Look For A perceptive team-player… more
- GIC Private Limited (New York, NY)
- …the Tax team oversees GIC's international tax-related governance and strategy, tax risk management , investment support, and tax compliance. To allow GIC's ... (ISPVM) team provides investment services to private equity, real estate , infrastructure, and cross-strategy investments strategically and tactically. The department… more
- Intact Insurance Specialty Solutions (Canton, MA)
- …market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance ... Azure environment and driving transition to cloud-centric model. Owns Azure estate end-to-end-from FinOps and budget governance to Kubernetes orchestration and CI/CD… more
