- Bank of America (New York, NY)
- …and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning ... Senior Trust Officer New York, New York **Job Description:**...to drive business development and retention, assisting clients with wealth planning needs, and managing risk. **Responsibilities:** + Provides… more
- Commerce Bank (Kansas City, MO)
- …on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including ... financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means… more
- First Horizon Bank (Knoxville, TN)
- …site at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships ... trust principles, regulatory and tax matters relating to the administration of trust accounts -Strong presentation and sales skills. -Excellent oral, written… more
- Commerce Bank (Kansas City, MO)
- …on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth ...management process + Ability to manage a complex relationship sales cycle in a team environment + Motivated and… 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 work ... plan that support trust company objectives. + Ensures alignment of trust 's initiatives with those of the Wealth Management Group and organization-wide… more
- Comerica (Farmington Hills, MI)
- …analysts who are responsible for closing trust accounts for Personal Trust , Institutional Trust , Private Wealth , and Comerica Advisor Solutions, ... other related focus + 5 years of experience in Trust & Estate Sales and/or Consulting +...business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping… more
- TIAA (Charlotte, NC)
- …effectiveness of administration. + Fosters growth, retention, and client satisfaction of the Trust business in partnership with Wealth Advisors with a deep ... partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and… more
- Umpqua Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona Reno, Nevada **Description** **About Us:** At Umpqua, we create a great ... 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)
- …section of the system. **Job Description:** At Regions, the Institutional Trust Relationship Consultant retains and develops relationships and associated revenue for ... Retirement Plan, Investment Management Agency, Endowments/Foundations, Custody, and/or Funeral Cemetery Trust accounts. This position plays a key role in assisting… more
- Neuberger Berman (New York, NY)
- The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management ... and seamless service delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding including ensuring all legal… more