- Huntington National Bank (Columbus, OH)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth Management ... be the primary colleague responsible for all risk activity in support of Trust/ Fiduciary Activities, The Private Bank and the Preferred Bank. This leader works with… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based ... OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will...assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. + Engages… more
- KeyBank (Pepper Pike, OH)
- …the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position ... + Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of… more
- Deloitte (Cleveland, OH)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- KeyBank (Brooklyn, OH)
- …**Job Summary** The Client Administrator (CA) is accountable for assisting a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as ... and internal clients. **Essential Functions** + Work in partnership with a Senior Institutional Advisor /Relationship Manager to service and monitor an assigned… more