- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- KeyBank (Hartford, CT)
- …of client advice + If appropriate, may function as the lead contact on a client relationship while engaging a Relationship Manager to ensure that a complete ... of the annual client plan and actively participates in the execution ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working directly… more
- KeyBank (New York, NY)
- …in the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete ... the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth… more
- Comerica (Palo Alto, CA)
- …the preparation of new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications ... Job Description Alliance Trust Business Development OfficerThe Alliance Trust ...the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the… more
- First Horizon Bank (Coral Gables, FL)
- …On site at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client ... services. Officer assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF)** The Trust Team Manager manages a group of trust professionals that ... revenue base. **ESSENTIAL JOB FUNCTIONS** The role of the Trust Team Manager is to act as...other related wealth issues + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to… more
- Comerica (Detroit, MI)
- Job Description Institutional Trust Senior Relationship ManagerThe Senior Relationship Manager role will oversee the administration of all assigned ... procedures. Contribute to department annual new business goal. Interact with Unit Manager and schedule and conduct client calls/annual reviews in accordance with… more
- KeyBank (Amherst, NY)
- …The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or testing concepts ... (eg - trust , private banking, securities/investment management) as well trust / fiduciary related compliance, operations, and risk management strategies with… more
- Access Dubuque (Dubuque, IA)
- …legal obligations are met with care and precision. You'll be the trusted relationship manager for clients and beneficiaries, conducting regular meetings and ... legacy?_** **_Do you thrive in a role that blends trust administration, relationship building, and business development?_**...trust and wealth management + Strong knowledge of trust laws, compliance standards, and fiduciary best… more