• Estate Officer - Fiduciary Specialist

    Wells Fargo (Irvine, CA)
    …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking,...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
    Wells Fargo (08/22/25)
    - Related Jobs

  • Senior Counsel, Fiduciary Administration

    BMO Financial Group (Los Angeles, CA)
    **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....leaders on risk and legal issues arising out of fiduciary business decisions and to support the growth of… more
    BMO Financial Group (07/19/25)
    - Related Jobs

  • Senior Fiduciary Business Controls Analyst

    City National Bank (Los Angeles, CA)
    *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Officer ... ("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations,… more
    City National Bank (08/07/25)
    - Related Jobs

  • Trust Fiduciary Strategist

    Comerica (Palo Alto, CA)
    …Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, conducting and executing ... a calling and sales campaign for an assigned territory, encompassing all Trust products offered by Comerica. The role will be the entrepreneur of their respective market in establishing and building the Comerica brand with Financial Advisors in our Alliance… more
    Comerica (07/01/25)
    - Related Jobs

  • Attorney/Lawyer

    Robert Half Legal (Walnut Creek, CA)
    …counsel, and contribute to achieving favorable outcomes in inheritance and fiduciary conflicts. Responsibilities: * Represent clients in trust and probate ... comprehensive legal strategies to address estate planning disputes and fiduciary -related conflicts. * Draft and submit pleadings, motions, discovery requests,… more
    Robert Half Legal (08/14/25)
    - Related Jobs

  • Senior Counsel, Executive Compensation & Employee…

    Xerox (Sacramento, CA)
    …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
    Xerox (08/16/25)
    - Related Jobs

  • Senior Wealth Advisor

    M&T Bank (Los Angeles, CA)
    …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new… more
    M&T Bank (08/13/25)
    - Related Jobs

  • Trust Portfolio Manager

    Umpqua Bank (San Diego, CA)
    …solutions that maximize the return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book of business within a team ... and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates compliance with all bank regulations for assigned… more
    Umpqua Bank (07/24/25)
    - Related Jobs

  • Consultant, Retirement Benefits

    Lincoln Financial (Sacramento, CA)
    …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
    Lincoln Financial (07/16/25)
    - Related Jobs

  • Assistant Controller-BLD: South

    DR Horton, Inc. (Corona, CA)
    …Acts as the conscience of the division which involves fiduciary responsibilities, business process improvement and challenging the thinking/decisions of ... entire management team. *Essential Duties and Responsibilities* * Has the fiduciary responsibility of enforcing the operating procedures and policies established by… more
    DR Horton, Inc. (07/16/25)
    - Related Jobs