- 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
- Columbia Bank (Portland, OR)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the...+ Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities.… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... with Broader Wealth Organization Work closely with sales professionals and relationship managers to identify opportunities to cross-sell trust services… more
- Columbia Bank (Greenwood Village, CO)
- Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado Walnut Creek, California Los Angeles, California **Description** **About ... manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate… more
- Bank of America (Wilmington, DE)
- …DE** **-** The Delaware Trust Officer I (Delaware TOI) maintains a trust book of fiduciary and investment management accounts. Provides fiduciary ... integrated delivery of products and services. Works closely with relationship managers and portfolio managers and ML FAs in...JD preferred, in addition to 2 yrs+, prior Delaware Trust & Fiduciary management experience. For internal… more
- Edward Jones (St. Louis, MO)
- …Jones Clients, Financial Advisors, Branch Teams, and Internal Partners. + Serve as the Relationship Manager and key EJTC resource for a group of client ... + Review and initial interpretation of all governing documents for the relationship , to include trust agreements, wills, powers of attorney, beneficiary… more
- First Horizon Bank (Kingsport, TN)
- …**Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with ... client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner… more
- JPMorgan Chase (Dallas, TX)
- …JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and ... aspects of the oil and gas assets are understood as part of the entire relationship . The Regional Mineral Property Manager will manage a team comprised of… more
- UMB Bank (Phoenix, AZ)
- …referrals for other bank products and services. + Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody ... for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to our high net worth… more
- KeyBank (Brooklyn, OH)
- … Trust Associate (TA) is accountable for assisting an Institutional Advisor (IA)/ Relationship Manager (RM), and other IA/RM, as needed within the ... clients. **ESSENTIAL JOB FUNCTIONS** + Work in partnership with an Institutional Advisor/ Relationship Manager to service and monitor an assigned group of… more