- Edward Jones (St. Louis, MO)
- …to advancing the Trust Company's business, we encourage you to apply. The Department Leader will lead a team of associates responsible for administering ... actively as a member of the Trust Company's leadership team to collectively provide oversight of fiduciary ...and formulate tactical direction and objectives. + The Department Leader will also support efforts to identify, analyze and… more
- JPMorgan Chase (Chicago, IL)
- …feedback Required Qualifications, Skills and Capabilities + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- Truist (Atlanta, GA)
- …and Client (or Client Team ) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust ... the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible...Proficiency with various computer and systems applications used to lead the business 5. Experience with addressing and resolving… more
- JPMorgan Chase (New York, NY)
- …degree is a plus; JD strongly preferred * In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a… more
- JPMorgan Chase (Dallas, TX)
- …set up and verification of division of interest; and understanding and curing title issues. **The Role** The Team Leader will lead a team of 8 oil & gas ... integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy...professionals. Along with managing the team , the Team Leader will… more
- Lilly (Indianapolis, IN)
- …market experience** (banking, cash management, liquidity management, capital structure) + **A leader who empowers the team ** to perform independently, speak up, ... life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover… more
- JPMorgan Chase (Newark, DE)
- …Skills and Capabilities + Bachelor's Degree required + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with… more
- City National Bank (Las Vegas, NV)
- * TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... investment strategy with the assistance of the Bank's investment team . Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others… more
- Fifth Third Bank, NA (Chicago, IL)
- …policies and procedures governing fiduciary relationships. Primary responsibility for the fiduciary team 's interface with the trust accounting system, the IA ... Workflow System, the Unique Assets Team , Tax Department and all trust operations...information -Perform administrative support as directed by the Guardianship Team Lead SUPERVISORY RESPONSIBLITIES: N/A KNOWLEDGE &… more
- Wells Fargo (Chicago, IL)
- …further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...is seeking a Senior Custom Credit Banker - Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo… more