- Wells Fargo (Austin, TX)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Market Service Team in ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Huntington National Bank (Charlotte, NC)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth Management ... be the primary colleague responsible for all risk activity in support of Trust/ Fiduciary Activities, The Private Bank and the Preferred Bank. This leader works with… more
- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE...firm. * Minimum 5 years of experience in a senior leadership role. * Minimum 5 years of experience ... OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's...strategic direction and oversight for the bank's trust and fiduciary operations. This role works with executive management within… more
- Edward Jones (Tempe, AZ)
- …and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of ... continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional...+ CPA required + 5+ years' experience in trust, fiduciary or financial services experience including 3 years in… more
- PNC (Philadelphia, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work experience * ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- City National Bank (Los Angeles, CA)
- * SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership team.… more
- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- KeyBank (Atlanta, GA)
- …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for ... in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Identify...on job-related factors such as level of experience. The Senior Service Officer position is eligible to… more
- CentraCare (St. Cloud, MN)
- …Lives" campaign and other initiatives confirmed by CentraCare Foundation leadership. The Senior Development Officer (SDO) will be charged with managing ... securing support from individuals and corporations capable of making gifts $100,000+. The Senior Development Officer will develop and manage a personal portfolio… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -REGISTERED INVESTMENT ADVISOR* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and ... derivatives, fair valuation, investment strategy and selection, proxy voting, and fiduciary investments. * Provide credible challenge at committee meetings. * Manage… more