- Bank of America (Los Angeles, CA)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
- Wells Fargo (San Francisco, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells...and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including… more
- 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… more
- Comerica (Palo Alto, CA)
- …Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, conducting ... and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications + Bachelor's degree from an… more
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Senior-Trust- Officer \_25030335-2) **Job Description:** At Bank of America, we are… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... CIP and KYC documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Answer incoming operational and sales related… more
- City National Bank (Los Angeles, CA)
- *LEAD CLIENT SERVICES OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to… more
- Travelers Insurance Company (Glendale, CA)
- …Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud ... Expense Reimbursement. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will… more
- Harris & Associates (Sacramento, CA)
- …objectives of the firm. Acting as a trusted advisor and company officer , this role blends field-proven construction expertise with senior-level leadership to ensure ... the Director/Vice President leverages deep technical knowledge, operational acumen, and fiduciary responsibility to represent both the firm and the client with… more
- PNC (Los Angeles, CA)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit… more