• Trust Officer

    Charles Schwab (Henderson, NV)
    …role to work on site in the specified locations. The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, ... parties for an assigned book of business. The Trust Officer assures compliance with all Bank policies and procedures,...for the administrative file and for the Personal Trust Fiduciary Committee. + Manage volume of new accounts through… more
    Charles Schwab (08/02/25)
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  • IM&T Client Service Officer

    Fifth Third Bank, NA (Cincinnati, OH)
    …in banking at Fifth Third Bank. GENERAL FUNCTION The IM&T Client Service Officer serves as an Administrative Officer , managing investment management, individual ... the Private Bank Team to handle client administration, identify and refer fiduciary opportunities, and develop expertise in Traditional and ROTH IRAs. Additionally,… more
    Fifth Third Bank, NA (08/01/25)
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  • Senior Trust Wealth Management Compliance…

    First Horizon Bank (Memphis, TN)
    …their customers one opportunity at a time. **Summary:** The Senior Compliance Officer is primarily responsible for helping to ensure adherence to the rigorous ... and procedures promulgated by Federal and State regulators. The Senior Compliance Officer is responsible for adherence to First Horizon Trust Division Policies and… more
    First Horizon Bank (07/29/25)
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  • Trust Officer

    Umpqua Bank (Phoenix, AZ)
    Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place to work by ... business. Together for better. **About the Role:** A Trust Officer is responsible for providing some new business for...independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns. +… more
    Umpqua Bank (06/27/25)
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  • Senior Trust Officer

    US Bank (Milwaukee, WI)
    …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
    US Bank (07/29/25)
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  • Chief Investment Officer

    First National Bank of Omaha (Minneapolis, MN)
    …needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division ... - Ensure all strategies, communications, and product oversight meet regulatory and fiduciary standards (OCC, SEC, etc.). - Partner with Legal and Compliance to… more
    First National Bank of Omaha (07/31/25)
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  • Account Executive Officer /Sr. Underwriter…

    Travelers Insurance Company (Phoenix, AZ)
    …Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud ... Expense Reimbursement. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will… more
    Travelers Insurance Company (07/31/25)
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  • Investment Relationship Officer

    City National Bank (Los Angeles, CA)
    *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... and KYC documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts.Answer incoming operational and sales related phone… more
    City National Bank (07/16/25)
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  • Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve ... planning and preparation process. * Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts * Fundamental… more
    Raymond James Financial, Inc. (07/15/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    *LEAD CLIENT SERVICES OFFICER * WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers ... CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to… more
    City National Bank (07/12/25)
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