- Huntington National Bank (Columbus, OH)
- …resolution of service issues. + Build and maintain strong partnerships with Trust and Investment Management Services, Banking Operations, and other internal ... + Monitor and manage operational execution metrics across banking and investment services. + Coordinate quarterly meetings with Service Managers and Regional… more
- Tompkins Community Bank (Mount Kisco, NY)
- …values. This role serves as a key advisor and team collaborator, integrating investment , banking, trust , and insurance professionals to deliver holistic client ... Foster integrated wealth management solutions by collaborating with internal partners across investment , trust , banking, and insurance disciplines to deliver a… more
- US Bank (Tampa, FL)
- …to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client ... talent for driving business - Extensive knowledge of US Bancorp Banking, Trust , and Investment products and services - Ability to partner with colleagues to… more
- Charles Schwab (Phoenix, AZ)
- …and serves our new and existing Mass Affluent clients to deepen engagement, build trust , and provide investment solutions and tools for today's markets. The team ... and incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.** Investment Professionals' Compensation | Charles… more
- First Horizon Bank (Lafayette, LA)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... and prospects. + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- First Horizon Bank (Greensboro, NC)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... and prospects + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- City National Bank (Wilmington, DE)
- …* Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other ... * TRUST OFFICER* WHAT IS THE OPPORTUNITY? This position...and approval. * Work with appropriate colleagues to develop investment strategies. * Oversee distribution of client's assets upon… more
- Citigroup (New York, NY)
- …Clients Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW ... of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO… more
- City National Bank (New York, NY)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *COMPLIANCE OFFICER SENIOR-REGISTERED INVESTMENT ADVISOR* *WHAT IS THE OPPORTUNITY?* The Senior...advisory role supporting assigned business units including two registered investment managers. The role will also be responsible for… more
- First National Bank of Omaha (Fort Collins, CO)
- …Competencies** + Deep understanding of financial regulations and fiduciary obligations across trust and investment businesses. + Track record of designing and ... division, ensuring compliance with all applicable SEC, FINRA, OCC, and state trust regulations. + Responsible for the ongoing independent oversight of the division,… more