- Columbia Bank (Portland, OR)
- …A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...opportunities through networking, referrals, and strategic outreach. + Manage investment portfolios in accounts and assigned accounts within the… more
- UMB Bank (Rust, MI)
- … trust , IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as ... assessment of the appropriate risk level for the client or trust , high level investment updates and portfolio advice. + Maintains current knowledge of UMB… more
- US Bank (Gresham, OR)
- …responsible for ensuring adherence to regulatory requirements and internal policies within the trust and investment services business line. This role requires a ... **Key Responsibilities** + Maintain a high level of expertise in trust and investment products, including trust , agency, retirement, non-profit, and custody… 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 ... including accounting, distributions, and tax reporting + Attract and develop new trust and investment management business + Serve as the main point of contact… more
- Regions Bank (Dallas, TX)
- …skills + Strong analytical and problem-solving skills, including attention to detail Trust Operations, Investment Operations, or Wealth Management Operations and ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- US Bank (Jacksonville, FL)
- …years of relevant experience **Preferred Skills/Experience** - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of account ... business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of… 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 ... Bank. About This Job The main purpose of this job is to sell investment and trust services within the territory assigned and to reach stated annual new business… more
- KeyBank (Amherst, NY)
- …controls. + Functional knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well as trust ... management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and...Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor), or similar). + Prior wealth… more
- Charles Schwab (Henderson, NV)
- …Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for ... service levels through prompt research and response to registered investment advisors and trust beneficiaries for their assigned trusts and for escalation from… more
- M&T Bank (Wilmington, DE)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more