- Umpqua Bank (South Jordan, UT)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... Trust Market Manager Wealth Management Reno, Nevada Henderson, Nevada South...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- Zions Bancorporation (Irvine, CA)
- …services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... are currently in search of a dedicated Wealth Market Manager to join our team of bank partners located...Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory… more
- Amazon (Arlington, VA)
- …This role will be focused on vendors and deals with high visibility at the most senior levels of AWS and Amazon. In this role, you will be responsible for balancing ... fiduciary responsibility for the procurement in the context of...vendor relationship. * Coordinate cross-functional teams including Legal, Finance, Tax , and Business stakeholders to execute procurement agreements *… more
- BMO Financial Group (West Palm Beach, FL)
- …, Trust Accounting and Investment Management + In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + ... day to day technical support team members responsible for fiduciary account management. + Manages trust, agency or probate...role of trustee. + May act as the Relationship Manager to assigned clients and effectively interacts with others… more
- KeyBank (New York, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager , Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and ... **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net...delivering on a family office client experience + Deep tax , investment, or fiduciary experience + Excellent… more
- Comerica (Wilmington, DE)
- …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators ... training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or… more
- Indy Gov (Indianapolis, IN)
- …Position Responsibilities The deputy chief litigation counsel is a working manager , combining an active litigation caseload with management responsibilities. The ... role requires active supervision of a team of litigation attorneys and senior litigation attorneys, a tort claims investigator, paralegals, and office administrative… more
- Trinity Health (Silver Spring, MD)
- …**_Length:_** **_13 weeks_** **_Compensation: $3200.00 Gross Weekly plus $1650.00 weekly tax -free stipend if traveling 60+ miles to facility_** **_ Non-Benefited ... primary supervisory responsibility for the following direct reports: + Manager of Utilization Review and Case Management + ...Cross Hospital involves understanding that we operate within a fiduciary relationship in which we are expected to steward… more
- Bank of America (Providence, RI)
- …information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM, ... the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement… more