- TD Bank (New York, NY)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... guidance and independent challenge.** **In this position, the Compliance Manager will manage the regulatory change management process, regulatory compliance… more
- Comerica (New York, NY)
- …clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as well as the services of their Financial Advisor, ... delivered through a customized, service -driven model. The Trust Advisor IV in...Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by… more
- KeyBank (Tarrytown, NY)
- …fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than ... the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role...client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates… more
- Comerica (New York, NY)
- …clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as well as the services of their Financial Advisor, ... delivered through a customized, service -driven model. The Trust Advisor I is...the broader business and improves efficiency of delivery of services to clients. Works with Advisor Solutions Trust… more
- Comerica (New York, NY)
- …clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as well as the services of their Financial Advisor, ... delivered through a customized, service -driven model. The Trust Advisor III in...Advisor Solutions group, is responsible for serving as relationship manager for a book of business by providing insight… more
- KeyBank (Albany, NY)
- …and coordinating the delivery of all fiduciary services . Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's fiduciary ... focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation… more
- Comerica (New York, NY)
- Job Description Trust Administrator II- Special Needs SolutionsThe Trust Administrator II role will be dedicated to the Special Needs Solution Team. The position ... is responsible for serving as a relationship manager to most routine and standard client relationships for...participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as… more
- Wells Fargo (New York, NY)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services , including personal trust ... to some of the United States' leading providers of financial and investment services . Through WIM's businesses, we deliver a full range of personalized wealth… more
- Trinity Health (Syracuse, NY)
- … (FANS) Department in a community hospital or single site setting. The Manager of Food & Nutrition Services is responsible for successfully coordinating ... cultivating service /product quality and customer satisfaction. Ensures the Regional Manager , THS and RHM stakeholders are kept abreast of issues or problems… more
- US Bank (New York, NY)
- …eight years of applicable experience **Preferred Skills/Experience** + Considerable knowledge of fiduciary , trust and investment services operations + ... support audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations business line. Operations..., and call center activities. The CAS Audit Project Manager is primarily responsible for supervising staff in the… more