- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** As a ** Manager - Trust & Custody ** , you'll put your communication and management skills into action to help ensure high quality, ... You Are** + Bachelor's degree or equivalent experience + 6+ years of trust and custody industry experience with a focus on direct interaction with customers + 2+… more
- UMB Bank (Kansas City, MO)
- The Trust and Custody Operations Training Specialist is a part of the Trust & Custody Operations department which provides operational support to UMB's ... fast-growing Corporate Trust & Custody divisions. Within the ...Associates are supported and encouraged to work with their manager to develop roadmaps for opportunity within Operations and… more
- US Bank (Tempe, AZ)
- …excel at-all from Day One. **Job Description** Manages the administration of Fund Custody accounts of various sizes with a high level of expertise consistent with ... customer service activities Preferred Skills/Experience - Some knowledge of trust and securities operational functions, systems, procedures, various products and/or… more
- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody , tax, specialty assets,… more
- UMB Bank (Rust, MI)
- …+ Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody accounts according to the directives in the will, ... trust document or investment management, IRA or ...+ When appropriate, for accounts without an assigned Portfolio Manager , provides investment management services for clients, including assessment… more
- Regions Bank (Knoxville, TN)
- …administration of Individually Managed Accounts (IMA), Individual Retirement Accounts (IRA), custody , trust , and estate, ensuring account administration follows ... Compliance Reviews for clients in conjunction with the assigned Trust or Wealth Advisor + Supplies Portfolio Manager... Trust or Wealth Advisor + Supplies Portfolio Manager with documentation of non-standard asset reviews for Annual… more
- Citigroup (Tampa, FL)
- …is a key business within the Citi Institutional Clients Group. The business covers Custody , Funds Services and Direct Custody products, providing services to the ... management. It is within the remit of the Account Manager role to act as an advocate for the...institution with broad end to end understanding of Global Custody and other Securities Services products including Direct … more
- Iron Mountain (Indianapolis, IN)
- …**Elevate Your Career with Iron Mountain** The Imaging Operations Quality Manager is responsible for overseeing all quality assurance and control functions ... customer requirements, and contractual service-level agreements (SLAs). The Quality Manager partners closely with operations leadership, IT, and client...Must be willing and able to obtain a Public Trust Clearance - no cost to applicant and we… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and trust , and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or higher ... relationship management. Verify and approve daily processing activities within assigned custody team. Responsible and accountable for risk by openly exchanging ideas… more
- Coinbase (Charlotte, NC)
- …Advanced Trade) and everything in between. Additional Institutional Products include Custody , Commerce, and Exchange. Whether the customer needs are trading, ... financing, staking, governance, custody or API integrations, Coinbase Institutional has them covered....Institutional has them covered. We're looking for an Engineering Manager to balance the role of an individual contributor… more
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