• Trust Advisor II - Personal…

    Comerica (New York, NY)
    Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a… more
    Comerica (07/19/25)
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  • Trust Advisor I - Special Needs…

    Comerica (New York, NY)
    Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying… more
    Comerica (07/10/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
    Truist (05/31/25)
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  • Trust Officer I

    Canandaigua National Bank & Trust (Pittsford, NY)
    …including trust and estate planning experience preferred. + CTFA (Certified Trust and Financial Advisor ) certification preferred. What does a successful ... Trust Officer I Canandaigua National Bank Location: Pittsford,...each, and provides assistance. + Coordinates with the Wealth Advisor to monitor the cash and investments of each… more
    Canandaigua National Bank & Trust (07/19/25)
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  • Project Manager - Alternative Delivery, NYC…

    City of New York (New York, NY)
    …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...which authorized creation of the NYC Public Housing Preservation Trust (the Trust ). The Trust … more
    City of New York (05/14/25)
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  • Senior Trust Officer

    M&T Bank (New York, NY)
    …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
    M&T Bank (07/12/25)
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  • Wealth Management Assistant

    Tompkins Community Bank (Ithaca, NY)
    …Trust Officers focused on client experience and business development; ensure Wealth Advisor / Trust Officer is in compliance with rules and regulations. + ... client events; client mailings and holiday gifts and notify Wealth Advisor / Trust Officer when set alerts/ticklers are triggered. + Assist financial planning… more
    Tompkins Community Bank (07/16/25)
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  • WMG Retirement Plan Advisor

    Chemung Canal Trust Company (Elmira, NY)
    …presentation skills; ability to read and interpret retirement plan, IRA, and trust statements; strong sales skills. + Valid Driver's License required Salary Range ... section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees… more
    Chemung Canal Trust Company (07/16/25)
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  • AI in Operations Strategy and Transformation…

    JPMorgan Chase (New York, NY)
    …decisions, prioritized AI capabilities, and major change initiatives + Develop deep, trust -based advisor relationships with key client stakeholders in management ... and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in + Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals;… more
    JPMorgan Chase (07/30/25)
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  • Senior Internal Auditor

    Amalgamated Bank (New York, NY)
    …Certified Internal Auditor (CIA) + Certified Regulatory Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified Fiduciary & Investment ... Risk Specialist (CFIRS) + Certified Bank Auditor (CBA) + Certified Financial Services Auditor (CFSA) + Certified Community Bank Internal Auditor (CCBIA) + Ability to positively interface and work well with all levels of staff and management (auditees and own… more
    Amalgamated Bank (06/22/25)
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