- Raymond James Financial, Inc. (Portsmouth, NH)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- M&T Bank (Vero Beach, FL)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- Wells Fargo (Minneapolis, MN)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,...(IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more
- US Bank (Gresham, OR)
- …Bachelor's degree, or equivalent work experience + 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. + ... not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** + Considerable knowledge of estate settlement,… more
- Access Dubuque (Dubuque, IA)
- …and Informat University of Dubuque Trust Officer Fidelity Bank & Trust Development Officer / Senior Development Officer Loras College **Share this ... Chief Technology Officer **Cottingham & Butler/ SISCO** 1 Positions ID:...We are seeking a dynamic and experienced Chief Technology Officer to join our leadership team. As CTO, will… more
- First Horizon Bank (Memphis, TN)
- …best at serving their customers one opportunity at a time. **Summary:** The Senior Compliance Officer is primarily responsible for helping to ensure adherence ... all regulatory processes and procedures promulgated by Federal and State regulators. The Senior Compliance Officer is responsible for adherence to First Horizon … more
- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more
- City of New York (New York, NY)
- …and maintaining detailed development pro formas, obtaining all financing sources for Trust projects (including as applicable senior debt, historic tax credits, ... public subsidy), and ensuring close coordination with the Chief Project Officer , other Trust leadership and staff, NYCHA, other City agencies, consultants and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Summary** As the VP, AML Officer for the Raymond James Bank and Trust businesses, you will oversee and execute an anti-money laundering framework aligned to the ... enterprise strategy and designed to protect client trust , financial integrity, and regulatory compliance. Additionally, this role...operations. You will serve as a trusted advisor to senior leadership, acting as both guardian and guide in… more
- Abbott (Abbott Park, IL)
- …expert on a variety of topics including but not limited to: grantor trust administration, officer appointments and retirements, proxy advisor modeling, ... in the CHR Corporate Human Resources division. As the Sr . Manager of Executive Compensation, the incumbent will provide...the Company's objectives to attract, retain and reward Abbott's senior most leaders. + Responsible for the development of… more
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