- UMB Bank (Chandler, AZ)
- … 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
- Umpqua Bank (Phoenix, 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 Greenwood...assets under management and meet fiduciary objectives. + Manage investment portfolios in accounts and assigned accounts within the… 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
- Comerica (Farmington Hills, MI)
- …receive assets. Comerica partners with Brokerage houses who together will provide trust and investment services to clients. Position Responsibilities: Review ... Responsibilities Communicates with internal clients (including Trust Specialists, Trust Advisors, Trust Client Assistants, Investment Strategists,… more
- Principal Financial Group (New York, NY)
- …Derivatives experience **Skills That Will Help You Stand Out** + CIT - Collective Investment Trust coverage experience + CFA, FRM or advanced degree in finance, ... **What You'll Do** We're looking for a Director, Investment Funds and Financial Risk Management to join...you'll support the execution of the second line global investment risk management program that meets business objectives and… more
- US Bank (St. Paul, MN)
- …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
- Bank of America (Norfolk, VA)
- …Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team ... where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the… 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
- Bank of America (Jacksonville, FL)
- …where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the ... Trust Officer II (TO II) Jacksonville, Florida **To...assigned. The role will have responsibilities including both ongoing administration/ investment and deepening of existing relationships with the following… more
- Bank of America (Boston, MA)
- …Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team ... where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the… more