- Bank OZK (Dallas, TX)
- …cash solutions. Bridges the gap between the Bank's Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across ... investment management, fiduciary oversight, and plan design with a focus on...and performance review. + Maintain alignment with the Bank's Trust Committee policies and procedures. + Performs other duties… more
- PNC (Baltimore, MD)
- …responsibilities may be performed remotely, at the manager's discretion. Estate and Trust administrations are faced with intricate and complicated tax and legal ... matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer...OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will… more
- JPMorgan Chase (Chicago, IL)
- …fiduciary tax filings. **Job responsibilities:** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal,...and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and… more
- JPMorgan Chase (Chicago, IL)
- …fiduciary tax filings. **Job responsibilities** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for...IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and… more
- US Bank (Spokane, WA)
- …and Timber Asset Team Manager leads a specialized asset portfolio within the Personal Trust group, focusing on client trust and agency accounts. This role ... oversight for farm, ranch, and timber assets held in fiduciary accounts. The manager is responsible for portfolio management,...analyze, and grow farm, ranch, and timber portfolios within trust and agency accounts. + Deliver expert advice on… more
- AON (New York, NY)
- …lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues ... include: Directors and Officers Liability, Employment Practices Liability, Crime, Fiduciary Liability, and Kidnap/Ransom. + Analyze and present sophisticated… more
- Stanford University (Stanford, CA)
- …the school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School Trust , which oversees a ... Fiduciary & Investment Stewardship + Serve as fiduciary for the Stanford GSB Business School Trust... fiduciary for the Stanford GSB Business School Trust , ensuring its investments, programs and distributions advance the… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Investment Leadership Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). Advise the TFA President and ... Expertise + Act as the senior investment executive and fiduciary for TFA. + Advise the TFA CEO and...perspectives, and considering long-term impacts. Builds a culture of trust and accountability by empowering others to make informed… more
- Bank of America (Naples, FL)
- …against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and ... fiduciary administration policies, as well as risk and compliance...consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …basic understanding of the specific product or process with a general understanding of Fiduciary Risk, Responsibility, and Law as it pertains to Trust Account ... + Depending on job assignment, additional knowledge on the Trust side + Leverage knowledge base in IRA and...IRA and ERISA plans, may participate in the DOL Fiduciary Rule review process. The main responsibility is to… more