- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a… more
- City National Bank (New York, NY)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...which authorized creation of the NYC Public Housing Preservation Trust (the Trust ). The Trust … more
- KeyBank (Amherst, NY)
- …(eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of ... execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the… more
- KeyBank (Amherst, NY)
- …compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management ... The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- KeyBank (NY)
- …certifications such as CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth ... Road, Brooklyn Ohio **About the Job** The Sr. Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent compliance oversight… more
- TD Bank (New York, NY)
- …preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... Comptroller of Currency (OCC) governance including fiduciary and investment handbooks.** + **Knowledge and experience within compliance or audit, legal and regulatory environment, enterprise governance framework, products and services, policies, standards,… more
- Bank of America (New York, NY)
- Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): SD Financial Center New York, New York **To proceed with your application, you ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Advisor -Development-Program Financial-Solutions- Advisor -Trainee--Centralized SD-Financial-Center\_25039914) **Job Description:** Merrill… more
- Edward Jones (Watkins Glen, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
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