- KeyBank (Amherst, NY)
- …Demonstrated in-depth knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well trust ... members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth...management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and… more
- KeyBank (Amherst, NY)
- …controls. + Functional knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well as trust ... fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor), or… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... contact for Private Client and Institutional Administrators within Commerce Trust Company. Commerce Trust Company, a division...of Commerce Bank, is ranked among the top 25 investment advisors in the US with over $56 billion… more
- Access Dubuque (Dubuque, IA)
- …As a Trust Officer, you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met ... distributions, and tax reporting + Attract and develop new trust and investment management business + Serve...Center Name Your Dream Job Dupaco Community Credit Union Senior Controls Specialist Simmons Pet Food Customer Care Specialist… more
- Commerce Bank (Kansas City, MO)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... The main purpose of this job is to sell investment and trust services within the territory...is for the Business Development Representative/Wealth Management Consultant & Senior Consultant - CTC job and contemplates a wide… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …industry operations. + Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. ... Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration. ... skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a strategic investment in strengthening our risk capabilities within the trust business. As Risk Management Director, you will be responsible for building and ... lead second line of defense risk oversight for **RJ Trust and RJ Trust Company of New...Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance on risk-related… more
- Robert Half (Dallas, TX)
- …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong ... an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join our growing Financial Services team....be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of… more
- Columbia Bank (South Jordan, UT)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring ... Trust Market Manager Wealth Management South Jordan, Utah...Coordination of business development efforts of sales, administrative and investment staff. + Monitors and coordinates activities to ensure… more