- UMB Bank (Kansas City, MO)
- …assigned regions or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with the fiduciary ... Coordination of wealth strategy planning (ie, gift, estate and income tax , retirement planning, investment planning, insurance, charitable gifting, asset protection… more
- Commerce Bank (St. Louis, MO)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking ... internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking… 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 ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- PNC (Baltimore, MD)
- …+ Works with external entities to understand, contribute to and implement fiduciary / tax planning strategies and assess financial planning impacts for the ... basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with...and Trust administrations are faced with intricate and complicated tax and legal matters. When PNC Bank, NA is… more
- City National Bank (New York, NY)
- * MANAGER NATIONAL ESTATE SETTLEMENT SERVICES* WHAT IS THE OPPORTUNITY? This position is responsible for the supervision of estate settlement officers and support ... staff across the country. As manager , the colleague will have oversight for all administration...estates as required by the LOB. * Ensure all tax liabilities and obligations of assigned accounts within the… more
- Edward Jones (Tempe, AZ)
- …industry? Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as ... a Senior Portfolio Manager to join the team. The duties include consulting...with clients' unique needs, governing documents, firm guidelines, and fiduciary standards. + Partnering with financial advisors to fully… more
- Bank of America (Denver, CO)
- Portfolio Manager III Denver, Colorado **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Denver/Portfolio- Manager -III\_25040511-2) **Job Description:** At Bank of America, we are… more
- CVS Health (Woonsocket, RI)
- …And we do it all with heart, each and every day. **Position Summary:** Sr Manager , HR Retirement & Benefits is a mixed role that supports the HR Retirement and ... between the trustee, investment advisor(s), consultants and recordkeeper for fiduciary oversight, investment changes and related issues including preparing… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert… more
- Robert Half Finance & Accounting (Sioux City, IA)
- … preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic ... Description We are looking for an experienced Senior Manager to join our client's team in Sioux...client's firm is committed to delivering high-quality accounting and tax solutions that empower our clients to achieve their… more