- Wells Fargo (Pasadena, CA)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- 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....customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Comerica (Palo Alto, CA)
- …implement the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the respective territory. ... Call on prospects and Financial Advisors to present all assigned products in pursuit of achieving assigned new business revenue goal. Respond to Requests for Proposal, preparation of call agendas, customized sales materials and other follow up items. Develop… more
- Umpqua Bank (San Diego, CA)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- City National Bank (Los Angeles, CA)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- Dignity Health (Rancho Cordova, CA)
- …of regular travel to offices throughout California.** **Position Summary:** The Manager , Contact Center is expected to provide visionary leadership to maximize ... center(s). Works closely with staff and providers to ensure that all fiduciary and contact center goals are met. Proactively determines workload priorities through… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant (CPA)… more
- Umpqua Bank (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, we create a ... with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for themanagement of the trust administrative team and its… more
- Highmark Health (Sacramento, CA)
- …Trust Principle audits + Experience establishing budgets and meeting fiduciary goals + Security industry organization participation/leadership (HITRUST, ISACA, ... Information Systems Security Professional (CISSP) **OR** + Certified Information Security Manager (CISM) **OR** + Certified in Risk and Information Systems Controls… more
- BlackRock (San Francisco, CA)
- …purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn ... appropriate internal partners + Serves as connector between client, Relationship Manager , and broader organization to ensure delivery of client change activities,… more