- CIBC (Chicago, IL)
- …obtain income tax returns and other pertinent documentation related to the account Present new business opportunities to NTC or DTC's committee system for review ... including account fiduciaries, beneficiaries or other interested parties. Develop new business -related policies, procedures, documentation, controls and other… more
- KeyBank (New York, NY)
- …401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point... business relationships to develop client loyalty and new business opportunities. + Assess client revenue… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... fiduciary platform in order to grow the fiduciary business and assure the highest level...bank products and services as sales opportunities. Prospects for new clients by asking for referrals from existing clients.… more
- Comerica (New York, NY)
- …to clients. Works with Advisor Solutions Trust Specialist's to develop new business through our partners. Develops referrals through their centers of ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...to contribute to the achievement of the annual net new business goal for the division.Position CompetenciesSuccessful… more
- US Bank (Minneapolis, MN)
- … experience (administration, law practice, fiduciary advice) 6+ years WM business experience - any level (wealth advisor , tax, account administration, ... you thrive at every stage of your career. Try new things, learn new skills and discover...Serve as a subject matter expert regarding trust and fiduciary matters + Partner with Business , Legal… more
- TD Bank (Charlotte, NC)
- …2nd line oversight of business monitoring and testing programs, new business initiatives), including frameworks, policies, standards and development of ... Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of… more
- Citizens (Johnston, RI)
- …dual-registered Broker-Dealer/Registered Investment Advisor , 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments and 33 and ... to internal governance processes and controls for existing and new risk strategies and provide suggestion for remediation. You...Investment Advisor , 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments… more
- Wells Fargo (Chicago, IL)
- …knowledge of fiduciary income tax + Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve ... role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary...new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in… more
- Regions Bank (Orlando, FL)
- …internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to ... typically manages large and/or complex client relationships + Consistently generates large new business opportunities + Keeps abreast of trends and developments… more
- Truist (Atlanta, GA)
- …client team, depending on segmentation. 2. Partners with client teams to help drive fiduciary new business identification and onboarding. 3. Meets or exceeds ... with clients and partners. Preferred Qualifications: 1. Undergraduate degree in business , accounting, Fiduciary Administration or related field. 2. Working… more