- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... 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
- Wells Fargo (San Francisco, CA)
- …Management (WIM) business. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts, and dispute ... resolution. **In this role, you will:** + Lead complex initiatives with broad impact and act as...Corporation and its subsidiaries + Serve as a legal advisor to the businesses within Wells Fargo + Review… more