- KeyBank (Portland, ME)
- … 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
- Citigroup (Charlotte, NC)
- …audits and assessments of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize ... The Senior Auditor is an intermediate level role responsible...wealth and investment products/services. + Basic understanding of fiduciary principles and regulations (ie OCC Regulation 9, Investment… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth ... **Desired Qualifications:** + Knowledge and understanding of estate, trust, or fiduciary administration + Family office trust administration experience preferred… more
- Wells Fargo (New York, NY)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo ... capacity + Extensive knowledge and understanding of financial and estate planning, fiduciary /trust, wealth transfer, leverage, multiple asset class usage, asset… more
- First National Bank of Omaha (Omaha, NE)
- …as a senior risk and compliance leader for a growing wealth division while leading comprehensive operational teams. You'll build integrated frameworks that set ... **Summary of the Job:** We are seeking an experienced Vice President, Wealth Risk and Operations to lead first-line risk management, compliance oversight, and… more
- Deloitte (San Juan, PR)
- …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
- First National Bank of Omaha (Overland Park, KS)
- …and generational. **About This Role:** **The Opportunity** As the **Head** **of Private Wealth ** **Advisory** , you will be the senior leader responsible for ... with **$5MM+ in investable** **assets** . You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning,… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal,… more
- US Bank (Seattle, WA)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- US Bank (Irvine, CA)
- …for selected high net worth and ultra-high net worth organization / individual / family relationships within a particular market or region. Works closely with other ... senior members of the relationship team to meet all of client's philanthropic planning, wealth planning, estate planning and wealth transfer needs.… more
Recent Jobs
-
Data Engineer
- Sioux Falls School District 49-5 (Sioux Falls, SD)
-
Sr. Staff Software Development Engineer - Customer Reliability
- Zscaler (San Jose, CA)