- Tompkins Community Bank (Mount Kisco, NY)
- …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among… more
- Truist (New York, NY)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- City National Bank (New York, NY)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… more
- KeyBank (New York, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager , Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and ... **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net...delivering on a family office client experience + Deep tax , investment, or fiduciary experience + Excellent… more