- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies ... Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer will serve as the primary liaison between the … more
- NBT Bank (Albany, NY)
- …accordance with the objectives of the account. Serves as a member of the Trust Investment Committee. Education and Experience: + Bachelors degree in Business or ... objectives while making recommendations. Understands and stays updated of the current investment climate while ensuring that customers and Trust Division… more
- JPMorgan Chase (Rochester, NY)
- …succession planning, advice and trust services. Job Responsibilities + Analyze trust documents for legal, tax, administrative and investment issues and ... investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust and… more
- JPMorgan Chase (New York, NY)
- …advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate ... investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust and… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... assessing risks, and designing effective mitigation plans specifically for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions… more
- KeyBank (Amherst, NY)
- …controls. + Functional knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well as trust ... management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and...Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor), or similar). + Prior wealth… more
- KeyBank (Amherst, NY)
- …Demonstrated in-depth knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well trust ... fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor), or… more
- Raymond James Financial, Inc. (New York, NY)
- …and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, practices and ... NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch… more
- KeyBank (Tarrytown, NY)
- …financial goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the ... clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client… more
- NBT Bank (Norwich, NY)
- … Support Services functions at optimal efficiency to support the growth of trust , investment , and retirement plan business. Assist in reviewing reconciliations ... and experience + 4 to 8 years experience in trust + Experience in the securities and/or trust administration area Skills and Abilities: + Excellent verbal and… more