- UMB Bank (Rockford, IL)
- …to ensure the client's priorities are at the center of every action. The Sr . Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio ... The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based… more
- Bank of America (Chicago, IL)
- …**Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + ... Senior Trust Officer Chicago, Illinois **To proceed with...of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer… more
- AON (Chicago, IL)
- …have an exciting opportunity to be part our Controllership team supporting Aon's Health and Wealth solution lines. Join our team and make an impact! This is a hybrid ... and resolution of OOB positions for all Trade and Non/ Fiduciary intercompany balances + Manage the settlement process of...PL & BS Trade Template Submission + Support Revenue Manager with external and internal audit inquiries and assist… more
- KeyBank (Chicago, IL)
- …Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or ... of the relationship management team to assure that the Wealth Segment goals are met by executing the client...knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in… more
- BankFinancial (Downers Grove, IL)
- …of contact for existing clients in partnership with the assigned relationship manager . + Maintains contact with existing clients, beneficiaries, and referral sources ... breaches by the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services... approval by the SVP Trust and Investment Services Manager or the Trust Committee. + Works with auditors… more