- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point...meet client's needs. + Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether… more
- Combined Jewish Philanthropies (Boston, MA)
- …Ranked by BBJ as Massachusetts' largest non-profit organization - CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger ... of CJP's DAF program, aligning it with organizational priorities while enhancing philanthropic engagement within the Boston Jewish community. The role also provides… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Industry: Financial Services / Wealth Management Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering holistic, ... and deepen client relationships through regular communication and strategic planning + Lead and oversee the development of financial plans, estate maps, cash flow… more
- Farmingdale State College (Farmingdale, NY)
- …& Executive Oversight + Serve as a member of the President's Cabinet and a key advisor to the President. + Lead and manage the College Foundation as Executive ... a central role in shaping the College's future by securing philanthropic support, cultivating meaningful relationships with stakeholders, and enhancing the… more
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