- Comerica (Palm Beach Gardens, FL)
- …IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... document, applicable law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth by principals, income… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Comerica (Palo Alto, CA)
- …implement the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the respective territory. ... Call on prospects and Financial Advisors to present all assigned products in pursuit of achieving assigned new business revenue goal. Respond to Requests for Proposal, preparation of call agendas, customized sales materials and other follow up items. Develop… more
- Fiduciary Real Estate Development (Milwaukee, WI)
- Regional Property Manager Do you have a proven track record in property management, strong leadership skills, and the ability to drive results through effective team ... sounds like you, apply today for our Regional Property Manager serving the northern suburbs of Milwaukee! With 40...General Requirements: + Prior experience as a multi-site property manager is highly desirable. + Ability to multitask and… more
- NBT Bank (Syracuse, NY)
- …person in this position would be working toward or have attained Accredited Fiduciary Investment Manager (AFIM) or similar designation. Physical Requirements: + ... Communicate effectively with internal and/or external customers + Stationary 75% of time or greater + Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: + Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. +… more
- Fiduciary Real Estate Development (Hoffman Estates, IL)
- …with us. Key Responsibilities: + Provide direct support to the Property Manager by effectively delegating tasks to the maintenance, grounds, and cleaning teams ... issues or concerns are promptly communicated to the Property Manager for resolution. + Perform on-call emergency services within...repairs for our residents. + Work with the Property Manager to contribute input to the annual budget by… more
- Fiduciary Real Estate Development (Oak Creek, WI)
- …unresolved maintenance issues or concerns are promptly communicated to the Property Manager for resolution. + Assist in the completion of preventative maintenance ... tasks to eliminate untimely and costly breakdowns in equipment, appliances, etc. + Perform on-call emergency services within a rotation to provide timely repairs for our residents. General Requirements: + Passion for delivering exceptional customer service to… more
- Truist (Atlanta, GA)
- …to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment ... geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth...and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver … more
- Zurich NA (New York, NY)
- …our Private not-for-Profit (PNP) group including management liability, employment practices and fiduciary liability claims. The Claims Manager is expected to ... Financial Lines Claims Manager 124357 We are currently looking to add a Claims Manager to join our Management Solutions Group and work out of our 4 World Trade… more
- BlackRock (New York, NY)
- …**About our team:** + Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock ... shareholder meetings is to advance our clients' financial interests. As part of our fiduciary duty to our clients, we consider it one of our responsibilities to… more