- Truist (Fort Lauderdale, FL)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... solutions. 3. Understand and provide interpretation as related to complex fiduciary documents and strategies 4. Conduct client and prospect meetings, individually… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income tax ... + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of… more
- Bank OZK (Clearwater, FL)
- …cash solutions. Bridges the gap between the Bank's Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across ... investment management, fiduciary oversight, and plan design with a focus on...and performance review. + Maintain alignment with the Bank's Trust Committee policies and procedures. + Performs other duties… more
- Bank of America (Naples, FL)
- …against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and ... fiduciary administration policies, as well as risk and compliance...consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets,… more
- UMB Bank (Tallahassee, FL)
- …will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively ... + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure...professional real estate designation. + You have knowledge of fiduciary responsibilities. + You have proficiency in UMB custody… more
- BMO Financial Group (West Palm Beach, FL)
- …management principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- US Bank (Naples, FL)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA leads our… more
- Truist (Orlando, FL)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... of previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial… more
- US Bank (Sarasota, FL)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible… more
- Highmark Health (Tallahassee, FL)
- …cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals ... + Security industry organization participation/leadership (HITRUST, ISACA, InfraGard, ISC2, ISSA, etc.) **LICENSES AND CERTIFICATIONS** **Required** + None **Preferred** + Certified Information Systems Security Professional (CISSP) **OR** + Certified… more