• Senior Trust Officer

    M&T Bank (Vero Beach, FL)
    **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
    M&T Bank (07/24/25)
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  • VP, FP&A Advice & Wealth Management…

    Thrivent Financial (Minneapolis, MN)
    …tomorrow. JOB SUMMARY The VP, Financial Planning & Analysis (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and ... Operations, and Distribution functions, including the EVP, Chief Distribution Officer (CDO) and is a key member of the...Distribution leaders to grow an economically sustainable Advice & Wealth Management business as well as work… more
    Thrivent Financial (06/06/25)
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  • Trust Officer

    M&T Bank (Wilmington, DE)
    …with the client on all trust matters and responsible for overall trust administration management . + Assess and manage risk, exercise fiduciary discretion and ... and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet … more
    M&T Bank (07/23/25)
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  • Wealth Management Administrator 1

    Hills Bank (North Liberty, IA)
    …imaging systems, and core banking system. Departmental Service Delivery: + Answer and route Trust and Wealth Management telephone calls. + Process monthly ... you with even more perks! SCOPE: Responsible for assisting Wealth Management Officers in the management...file comments. + Conduct phone calls on behalf of officer . + Make copies of correspondence and other printed… more
    Hills Bank (07/17/25)
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  • Wealth Management Operations Manager

    NBT Bank (Norwich, NY)
    …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on daily...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50%… more
    NBT Bank (07/30/25)
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  • VP Trust Investment Officer

    Bank OZK (Charlotte, NC)
    …or economics, or commensurate work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required + CFA ... Job Purpose & Scope The VP, Trust Investment Officer constructs and manages...goals and objectives + Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic… more
    Bank OZK (07/11/25)
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  • Senior Trust Officer - Senior…

    Wells Fargo (Minneapolis, MN)
    …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty… more
    Wells Fargo (07/31/25)
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  • Business Development Officer

    CIBC (Milwaukee, WI)
    …field. + **Financially savvy:** You possess extensive knowledge of investment strategies, trust administration, and wealth management solutions. + **Proven ... (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a Business Development Officer , you will drive the growth of new business...to expand alliances and grow CIBC's presence in the wealth management space. **Who You Are** +… more
    CIBC (08/08/25)
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  • Chief Investment Officer

    First National Bank of Omaha (Minneapolis, MN)
    …Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset rooted in education, communication, ... and trust . This executive will serve as a public-facing investment...commentary. - Be a recognized, respected voice in the wealth management industry-bringing national visibility and credibility… more
    First National Bank of Omaha (07/31/25)
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  • Senior Treasury Management Sales…

    First Horizon Bank (Brentwood, TN)
    …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... at location listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities,… more
    First Horizon Bank (08/01/25)
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