- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, ... with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust 's … more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs ... a dynamic work environment + Participate in and contribute to the Trust Investment Committee + Enthusiastically embrace, support, and model the bank's values and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Bank of America (Newark, DE)
- Senior Finance Analyst - Business Support (The Investment , Trust & Workplace Benefits Reporting, Analysis & Forecasting Team) Charlotte, North Carolina;New York, ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Senior-Finance-Analyst Business-Support--The- Investment -- Trust Workplace-Benefits-Reporting--Analysis Forecasting-Team-\_25012730-2) **Job… more
- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies ... Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer will serve as the primary liaison between the … more
- NBT Bank (Syracuse, NY)
- …high net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that ... designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager...of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years… more
- BMO Financial Group (Barrington, IL)
- …mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert knowledge of equity and ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....with the client to develop credibility and earn their trust . + Builds effective relationships with internal/external stakeholders. +… more
- City National Bank (Las Vegas, NV)
- …revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of ... laws and regulations, state tax laws, income taxation with respect to trust investment management principles. * Trust Certification (CTFA) is desired. *… more
- JPMorgan Chase (Miami, FL)
- …of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax ... trust . Job Responsibilities: * Analyze Wills and trust documents for legal, tax, administrative and investment... trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make… more
- JPMorgan Chase (New York, NY)
- …the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and investment issues and ... investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust and… more
Related Job Searches:
Investment,
Real Estate Investment Trust,
Senior Trust Investment,
Trust,
Trust Investment Business Development,
Trust Investment Officer,
Trust Investment Officer Portfolio,
Trust Investment Specialist Security,
Trust Investment Sr Analyst,
Wealth Management Investment Trust