- Wipfli LLP (Southfield, MI)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- Bank OZK (Dallas, TX)
- …much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative ... even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated … 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 (San Francisco, CA)
- * 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
- JPMorgan Chase (Dallas, TX)
- …to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled ... ("REE") in JP Morgan's Real Property Asset Management ("RPAM") team , you will play a pivotal role in strategically...of Private Banking clients. Reporting to the RPAM Practice Lead , you will oversee the management and performance of… more
- State of Colorado (Denver, CO)
- …the Trust and Plan documents. Governance and Fiduciary Responsibilities + Serve as fiduciary leader for CU retirement plans. + Serve as liaison to System ... Chief of Staff, the CHRO serves as a member of the President's executive team , and partners with senior leaders at System Administration and across the CU System.… more
- Truist (Tampa, FL)
- …Shift:** 1st shift (United States of America) **Please review the following job description:** Lead , develop and coach a team of wealth support specialists and ... activities may change from time to time. 1. Supervise, lead , train and coach a geographically disbursed team...3. Work closely with the Wealth Advisory Group Support leader to regularly review, establish, and communicate differentiated goals… more
- UMB Bank (Kansas City, MO)
- …and will provide leadership, supervision, coaching, and long-term training for a team of trust professionals across assigned regions or markets within the Private ... will supervise and provide leadership in connection with the fiduciary administration of all aspects of accounts, including probate...How you will spend your time: + Oversee a team of Trust Advisors + Define, measure and report… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description About the Role We're looking for an experienced Financial Lead Planner to strengthen client relationships and deliver comprehensive financial planning ... and exceptional client service. You'll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored… more
- Charles Schwab (Austin, TX)
- …and transform the finance industry together. Join us as we lead the most significant technical transformation in retirement services-architecting AI-native systems ... for all. Our inclusive, collaborative, and positive environment values and supports every team member, empowering you to make a real impact. **What you have** To… more