- Citizens (New York, NY)
- …the Citizens Wealth Management and Private Wealth Management organizations together with the Bank's Trust and fiduciary services and the newer Citizens Trust ... wealth management business, which includes RIA, Broker Dealer and Trust (including Delaware trust ) offerings and services. . + Develop and support implementation… more
- Axis (New York, NY)
- …About the Team AXIS is hiring a Senior Claims Specialist - EPL and Fiduciary Claims for its North America Claim Team. This role involves managing primary and ... have the opportunity to develop knowledge and expertise in Fiduciary Claims. What Will You Do In This Role?...AXIS employee will cultivate a collaborative workplace atmosphere, fostering trust within the team. We believe in respectful challenges,… more
- US Bank (New York, NY)
- …regulatory trends impacting wealth management, investment advisory services, and knowledge of trust and fiduciary + Subject matter expert level of understanding ... audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations. Operations provides direct support to Consumer and Business Banking,… more
- US Bank (New York, NY)
- …tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk ... development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection… more
- Wells Fargo (New York, NY)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust ... & Trust Center of Excellence** Wells Fargo's Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed… more
- US Bank (New York, NY)
- …years of applicable experience **Preferred Skills/Experience** + Considerable knowledge of fiduciary , trust and investment services operations + Knowledge of ... support audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations business line. Operations provides direct support to Consumer and… more
- KeyBank (Albany, NY)
- …overseeing and coordinating the delivery of all fiduciary services. Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's ... focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation clients.… more
- JPMorgan Chase (New York, NY)
- …Investment Advisers Act of 1940, and/or US insurance regulations + Knowledge of fiduciary duties, trust law, and/or ERISA regulatory requirements + Intellectual ... curiosity and adaptability to tackle emerging legal challenges in rapidly evolving areas of law JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's… more
- Comerica (New York, NY)
- Job Description Trust Administrator II- Special Needs SolutionsThe Trust Administrator II role will be dedicated to the Special Needs Solution Team. The position ... 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
- AON (New York, NY)
- …lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues ... include: Directors and Officers Liability, Employment Practices Liability, Crime, Fiduciary Liability, and Kidnap/Ransom. + Analyze and present sophisticated… more