- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... trust operating system. + Works with third party investment managers utilizing their expertise to preserve and grow...+ Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the… more
- Bank of America (Newark, DE)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Senior -Finance-Analyst Business-Support--The- Investment -- Trust Workplace-Benefits-Reporting--Analysis Forecasting-Team-\_25012730-2)… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, ... in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical...a highly collaborative, high-impact position that reports directly to senior leadership and partners closely with Trust … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... estate planning, trusts and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust accounts. **Skill… more
- UMB Bank (Leawood, KS)
- …in the manner best suited to the clients' goals and objectives. The ** Senior Investment Strategist** works directly with our most sophisticated and complex ... strong communication skills (verbal, written, listening, presentation). + Demonstrates trust , investment , and trading knowledge of portfolio modeling,… more
- Publicis Groupe (New York, NY)
- …pave the way with full funnel solutions that drive business impact. As the Senior Vice President, Integrated Investment you'll bring your extensive media buying ... just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our… more
- City of New York (New York, NY)
- …the resources of plan beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...contributing to the development of analytical infrastructure. Additionally, the Senior Investment Officer will be a vital… more
- BMO Financial Group (Barrington, IL)
- …mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert knowledge of equity and ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Publicis Groupe (New York, NY)
- …full media landscape and work with a breadth of clients. 2. You'll learn both Investment and Business Operations - a unique blend of skills not often combined within ... trends within the marketing industry. **ABOUT THE TEAM** The Senior Associate role will report into the Supervisor position...and will be a part of the Performance Video Investment Team. This team works collectively to ensure that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration. ... Leads defined work or projects of broad scope and complexity to personal trust accounts. Resolves or recommends solutions to complex problems. Regular contact with … more
Recent Jobs
-
Lead Web Application Penetration Tester
- M&T Bank (Wilmington, DE)
-
Housekeeping- Part Time, Disney's Hilton Head Island Resort
- The Walt Disney Company (Hilton Head Island, SC)
-
AI - Innovation, Delivery and Business Development Leader (Healthcare Focus)
- Deloitte (Raleigh, NC)
-
Facility & Maintenance Mechanic (1st Shift)
- Herbalife (Lake Forest, CA)