- PNC (Birmingham, AL)
- … fiduciary laws, uniform trust code - Specialized administration (Special Assets, fiduciary tax requirements) - Support requirements for PNC Delaware Trust ... an opportunity to contribute to the company's success. As a Compliance Program Manager Sr within PNC's Enterprise Compliance - AMG organization, you will be based… more
- Commerce Bank (Wichita, KS)
- …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 planning, insurance, lending, credit and banking… more
- Access Dubuque (Dubuque, IA)
- …as a **Trust Officer** and play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer, you will ... manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met with care and precision. You'll be… more
- City National Bank (Los Angeles, CA)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… more
- Bank of America (Chicago, IL)
- Portfolio Manager II Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of management or… more
- Bank of America (Winter Park, FL)
- Portfolio Manager III Winter Park, Florida;Orlando, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship and is… more
- Bank of America (Buffalo, NY)
- Portfolio Manager III Buffalo, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and compliance, investment… more
- Tompkins Community Bank (Mount Kisco, NY)
- …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among… more
- Comerica (Wilmington, DE)
- Job Description IRA & ILIT Administration Manager The Manager - IRA and ILIT Administration is responsible for leading IRA Account Administration, and Irrevocable ... their direct administration, as well as directly administer accounts.Position Responsibilities: Fiduciary Administration, Oversight & GovernanceServe as a subject matter… 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