- Wells Fargo (Pasadena, CA)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and Careers at Wells… more
- Comerica (Palo Alto, CA)
- Job Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, ... and executing a calling and sales campaign for an assigned territory, encompassing all Trust products offered by Comerica. The role will be the entrepreneur of their… more
- Wells Fargo (Irvine, CA)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking, Lending,… more
- Columbia Bank (Walnut Creek, CA)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... Trust Market Manager Wealth Management South Jordan, Utah...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- Columbia Bank (Walnut Creek, CA)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... Trust Portfolio Manager Wealth Management Walnut Creek, California...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- City National Bank (Irvine, CA)
- …and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable Trusts, Conservatorships,… 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 ... areas of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment… more
- Robert Half Legal (Walnut Creek, CA)
- …legal counsel, and contribute to achieving favorable outcomes in inheritance and fiduciary conflicts. Responsibilities: * Represent clients in trust and probate ... ideal candidate will excel in handling complex estate-related disputes, including trust and probate litigation, conservatorship matters, and contested wills. This… more
- Lincoln Financial (Sacramento, CA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- Robert Half Legal (Napa, CA)
- Description Established boutique law firm is seeking a midlevel to senior trust litigation attorney to join their firm. This firm offers a low billable requirement, ... a congenial work atmosphere, and established bonus structure. Responsibilities: As a Trust Litigation Attorney, you will be handling a wide range of trust and… more
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