- Wells Fargo (New York, NY)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Senior Manager to oversee the delivery of its Trust ... Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and… more
- 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 (Tarrytown, 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