• Family Wealth Senior…

    KeyBank (Toledo, OH)
    … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the ... 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively...family office experience. While serving UHNW clients, the Fiduciary Advisor also identifies opportunities to protect, grow and… more
    KeyBank (11/21/25)
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  • Key Private Bank Senior Fiduciary…

    KeyBank (Toledo, OH)
    …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax, and other related wealth ...in fiduciary , investment, tax, and other related wealth issues. + Designs and delivers sophisticated fiduciary… more
    KeyBank (10/17/25)
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  • Tax Senior - Private Wealth

    Deloitte (Dayton, OH)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
    Deloitte (10/25/25)
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