- Truist (Atlanta, GA)
- …of risk program requirements, primarily in support of Truist Wealth's fiduciary businesses, including Wealth Fiduciary (personal trust), Institutional Investment ... Subject Matter Expert (SME) to assigned Business Units, primarily Wealth Fiduciary (personal trust), Institutional Investment Management, and Corporate Trust &… more
- Wells Fargo (Wilmington, DE)
- …role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- M&T Bank (Clanton, AL)
- …activities throughout the enterprise for their assigned area of responsibility. The Senior Compliance Advisor will help develop, implement, and execute strategy ... personnel to ensure processes are completed in an accurate and timely manner. The Senior Compliance Advisor operates under the firm's second line of defense… more
- PNC (Vero Beach, FL)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... in Vero Beach, FL. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian… more
- Wells Fargo (Charlotte, NC)
- …and presentation skills for varying levels of information + Certified Trust And Fiduciary Advisor (CTFA) or Certified Regulatory Compliance Manager (CRCM) **Job ... **About this role:** Wells Fargo is seeking a Senior Compliance Specialist on the Fiduciary Compliance Team. This role will support Trust Services as part of the… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide… more
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
- TD Bank (Manchester, NH)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... file returns, and ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and… more
- M&T Bank (Williamsport, PA)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more