- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...(IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as… more
- TD Bank (Portland, ME)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- PNC (PA)
- …your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team (estate settlement). You ... opportunity to contribute to the company's success. As a Senior Tax Liaison within PNC's Trust Tax...tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the… more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners… more
- M&T Bank (Washington, DC)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account… more
- Edward Jones (Tempe, AZ)
- …have experience in the trust or estate industry? Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are ... seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties...include: + Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management...services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust … more
- City National Bank (San Francisco, CA)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more