- Wells Fargo (Dallas, TX)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Philanthropic Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs ... **In this role, you will:** + Administer a book of fiduciary philanthropic relationships within a team-based environment, including analyzing… more
- Wells Fargo (Minneapolis, MN)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… 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...meet client's needs. + Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether… more
- Wells Fargo (Denver, CO)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at ... Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Lead a team of fiduciary professionals responsible...the approval of discretionary distributions + Act as an advisor and lead team to achieve business… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making ... requires both technical expertise and emotional intelligence. Key Responsibilities + Lead the development and execution of personalized financial plans, estate… more
- Combined Jewish Philanthropies (Boston, MA)
- …Ranked by BBJ as Massachusetts' largest non-profit organization - CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger ... of CJP's DAF program, aligning it with organizational priorities while enhancing philanthropic engagement within the Boston Jewish community. The role also provides… more
- Farmingdale State College (Farmingdale, NY)
- …& Executive Oversight + Serve as a member of the President's Cabinet and a key advisor to the President. + Lead and manage the College Foundation as Executive ... a central role in shaping the College's future by securing philanthropic support, cultivating meaningful relationships with stakeholders, and enhancing the… more