- Raymond James Financial, Inc. (New York, NY)
- …Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is ... analyze key themes and identify possible impacts on the business . Create a plan to deliver and review financial...with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine… more
- Publicis Groupe (New York, NY)
- … Investment Operations team + Responsible for the management, development , and mentorship of Associates/Sr. Associates **Qualifications** + Bachelor's degree ... over 100 countries, the Groupe has capabilities in Creative, Media, Digital Business Transformation and Production. Publicis Groupe has transformed its business … more
- Raymond James Financial, Inc. (New York, NY)
- …responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by ... managing an investment department or unit. Take responsibility for developing and...delivering a major part of the organization's financial product development program to enable overall corporate strategy. Develop 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 ... decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the...Investors, and Trust Officers to grow the trust and estate business . This includes participating… more
- JPMorgan Chase (New York, NY)
- …+ Partnering with Wealth Advisors with respect to the vetting and pricing of new trust business , including developing a full understanding of the purposes of the ... . **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and investment...+ 7 years of relevant experience focused in the Trust business ; either at a corporate fiduciary… more
- Wells Fargo (Purchase, NY)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the...role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment… more
- Raymond James Financial, Inc. (New York, NY)
- …years of experience with personal trust accounts in a sales or business development capacity with prior management/leadership responsibilities. + OR ~ + Any ... and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, practices and… more
- Truist (New York, NY)
- …or Law + 10 + years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and ... to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and...15+ Years of fiduciary experience with a focus on business development and relationship management **Truist stands… more
- 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 relationships for ... 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
- US Bank (New York, NY)
- …you excel at-all from Day One. **Job Description** In conjunction with business development officers, responsible for developing and maintaining relationships ... levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner… more