- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs ... a dynamic work environment + Participate in and contribute to the Trust Investment Committee + Enthusiastically embrace, support, and model the bank's values and… more
- Nebraska Public Power District (Columbus, NE)
- **Cash Management Investment & Trust Administrator** Columbus, NE, US, 68602-0499 **Nebraska Public Power District (NPPD)** has an immediate opening for a **Cash ... Management Investment & Trust Administrator** located at **Columbus General Office** in **Columbus** , Nebraska. Position closes October 5 at 11:59 pm Central… more
- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies ... Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer will serve as the primary liaison between the … more
- NBT Bank (Albany, NY)
- …accordance with the objectives of the account. Serves as a member of the Trust Investment Committee. Education and Experience: + Bachelors degree in Business or ... objectives while making recommendations. Understands and stays updated of the current investment climate while ensuring that customers and Trust Division… more
- Truist (Dallas, TX)
- …and maintain appropriate documentation of client transactions. 3. Utilize various trust and investment systems to affect transactions, monitor accounts, ... 1 - 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust , ...as an Investment Support Specialist/Fiduciary Support Specialist; trust , investment , banking or financial planning-related client… more
- Huntington National Bank (Columbus, OH)
- …the delivery of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. ... + Serve as a core advisor to Huntington Financial Advisors and Trust Investment Management, providing expert guidance on risk mitigation, policy… more
- Commerce Bank (Kansas City, MO)
- …clients regarding general market and economic conditions, consistent with the Commerce Trust investment and economic market outlook. + Participate proactively in ... the Commerce Trust Investment Committee process, providing complete and timely information about assigned client portfolios. Actively participate in ensuring… more
- City National Bank (Las Vegas, NV)
- …revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of ... laws and regulations, state tax laws, income taxation with respect to trust investment management principles. * Trust Certification (CTFA) is desired. *… more
- JPMorgan Chase (Rochester, NY)
- …succession planning, advice and trust services. Job Responsibilities + Analyze trust documents for legal, tax, administrative and investment issues and ... investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust and… more
- JPMorgan Chase (Palm Beach, FL)
- …Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and ... as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax, administrative and investment issues and… more