• Trust Portfolio Manager

    Columbia Bank (Scottsdale, AZ)
    Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the...+ Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities.… more
    Columbia Bank (09/04/25)
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  • Senior Trust Consultant

    Edward Jones (Tempe, AZ)
    …Jones Clients, Financial Advisors, Branch Teams, and Internal Partners. + Serve as the Relationship Manager and key EJTC resource for a group of client ... + Review and initial interpretation of all governing documents for the relationship , to include trust agreements, wills, powers of attorney, beneficiary… more
    Edward Jones (10/02/25)
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  • Senior Trust Advisor

    UMB Bank (Phoenix, AZ)
    …referrals for other bank products and services. + Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody ... for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to our high net worth… more
    UMB Bank (07/10/25)
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  • Portfolio Associate - PNC Institutional Asset…

    PNC (Phoenix, AZ)
    …the field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. As a Portfolio Associate at PNC, you will play a key role ... on all relevant systems (CRM - Salesforce, Seismic, Co-Pilot, our proprietary trust system, FactSet, Tableau, etc.). * Identify process improvement opportunities and… more
    PNC (09/16/25)
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  • Manager Information Security & Risk…

    Highmark Health (Phoenix, AZ)
    …organizational change; encourage participation in activities that support relationship development; champion information security innovation; encourage and enforce ... cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals… more
    Highmark Health (09/17/25)
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  • Sr. Manager , Wealth Advisor - Schwab…

    Charles Schwab (Phoenix, AZ)
    …the status quo" and transform the finance industry together. As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
    Charles Schwab (09/21/25)
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  • Director Information Security & Risk Management

    Highmark Health (Phoenix, AZ)
    …organizational change; encourage participation in activities that support relationship development; champion information security and risk management innovation; ... + 5 - 7 years establishing budgets and meeting fiduciary goals **Preferred** + Experience managing an Identity and...and policy-based access control (PBAC). + Experience with Zero Trust security models and their application to Identity and… more
    Highmark Health (09/12/25)
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