- Wells Fargo (Pasadena, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Comerica (Palo Alto, CA)
- …the preparation of new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications ... Job Description Alliance Trust Business Development OfficerThe Alliance Trust ...the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the… more
- Columbia Bank (San Diego, CA)
- 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 (Walnut Creek, CA)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California **Description** **About Us:** At Columbia, we ... manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate… more
- City National Bank (Los Angeles, CA)
- …managing direct reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment ... *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The...of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets,… more
- Highmark Health (Sacramento, CA)
- …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
- 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
- PNC (Los Angeles, CA)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more