- Wells Fargo (Philadelphia, PA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Trust Market Service ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Winston Salem, NC)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset… more
- PNC (Philadelphia, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work experience * ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- M&T Bank (Baltimore, MD)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- US Bank (Seattle, WA)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -INVESTMENT ADVISORY* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and advisory ... derivatives, fair valuation, investment strategy and selection, proxy voting, and fiduciary investments. * Provide credible challenge at committee meetings. * Manage… more
- NJEDA (NJ)
- …shape New Jersey's future with innovative economic development at NJEDA. Job Overview The Senior Product Officer - Venture Products works as an integral member ... entrepreneurs, service providers, and other State agencies. Assists EDA's Legislative Officer with OPRA requests. + Manage the day-to-day administrative functions… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …offer the kind of personal service that builds long-term relationships. What does a Sr. Trust Officer - Team Lead do? The Senior Trust Officer Team Lead at ... Sr. Trust Officer - Team Lead Canandaigua National Trust Company...include estates, personal trust, guardianships, and any other appropriate fiduciary capacity. + Responsible for directly servicing many of… more
- University of Colorado (Denver, CO)
- **Vice President and Chief Human Resources Officer ** **Description** DO NOT **Duties & Responsibilities:** **Supervision/Management** + Associate Vice President and ... + Serve as a trusted advisor to the President, Senior Vice President for Internal Operations and Chief of...aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents.… more