- Charles Schwab (Henderson, NV)
- …to the position. **What you have** + 10+ years experience in personal trust administration + Bachelor's degree or higher, CTFA preferred, or equivalent ... is responsible for the management of a Personal Trust Administrative Team. The Senior Team Manager ...trusts, preferred. + Strong knowledge of the principles of trust administration and practical experience in administering… more
- UMB Bank (Kansas City, MO)
- This role reports directly to the Director of Trust Administration and will provide leadership, supervision, coaching, and long-term training for a team of ... or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with...Ensure compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody… more
- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- City of New York (New York, NY)
- …June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust ... and enters into a long-term ground lease with the Trust to secure Section 8 vouchers, a subsidy worth...to transform public housing communities. Position Summary The Project Manager - Alternative Delivery will drive the successful execution… more
- Wells Fargo (Purchase, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager ...of public benefits as they relate to Special Needs Trust administration . + Direct fiduciary experience administering… more
- Columbia Bank (Greenwood Village, CO)
- …to prospective clients,required + 10+ years'successful sales/client service experience in trust administration ,required + 10+ years'thorough understanding of ... Trust Market Manager Wealth Management South... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village,...trust administration , fiduciary law and federal estate and state tax… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …have a Bachelors degree in Accounting/Finance/Business Administration . Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ ... Trust Tax Manager will preferably...is also strongly preferred For more information on this Trust Tax Manager role and other full-time accounting… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You ... is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join...comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and ... segments. This role will develop strategies for achieving the targeted sales results for Trust . S/he is expected to collaborate with other members of Trust … more
- Columbia Bank (Portland, OR)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... Together for people. Together for business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust … more