- Bank of America (New York, NY)
- …responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members ... 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)
- …than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... and trust administration services. Our approach to wealth management means assembling a team of...concepts + Knowledge of account administration, investments and investment sales practice and procedures + Ability to think strategically… more
- First Horizon Bank (Knoxville, TN)
- …: The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. ... regulatory and tax matters relating to the administration of trust accounts -Strong presentation and sales skills....its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail… more
- Commerce Bank (Kansas City, MO)
- …than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... and trust administration services. Our approach to wealth management means assembling a team of...financial planning experience required + Experience with closing asset management sales in a team environment required… more
- Umpqua Bank (South Jordan, UT)
- Trust Market Manager Wealth Management Reno, Nevada Henderson, Nevada South Jordan, Utah **Description** **About Us:** At Umpqua, we create a great place to ... objectives. + Ensures alignment of trust 's initiatives with those of the Wealth Management Group and organization-wide strategies and goals. + Reports on the… more
- Comerica (Farmington Hills, MI)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... responsible for closing trust accounts for Personal Trust , Institutional Trust , Private Wealth ,...for timely and accurate completion. Position Responsibilities: Leadership / Management Interacts with Sr. Trust Leadership, direct… more
- TIAA (Charlotte, NC)
- …collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and review of ... effectiveness of administration. + Fosters growth, retention, and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep… more
- Umpqua Bank (Henderson, NV)
- Trust Officer Wealth Management ...network that helps generate new business to meet organization sales objectives. + Ability to work within a team ... can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Regions Bank (Orlando, FL)
- …a group of accounts, which may include Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. ... and understanding of Regions' products and services, including retirement, investment management , endowment and foundations, funeral trust , and corporate … more
- Neuberger Berman (New York, NY)
- …the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and services a ... and seamless service delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding including ensuring all legal… more