- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP , Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' ... a dynamic work environment + Participate in and contribute to the Trust Investment Committee + Enthusiastically embrace, support, and model the bank's values and… more
- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions,...decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate… more
- JPMorgan Chase (New York, NY)
- …and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth...administration of the trust . You will assume the primary responsibility for the… more
- JPMorgan Chase (New York, NY)
- …advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate ... * Oversee investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust… more
- Minnesota State (Hutchinson, MN)
- …safety and security programs, and capital construction projects. As the College's Financial Officer , the Vice President serves on the Executive Committee ... collaboration with faculty, staff, supervisors, and administrators, the Vice President will cultivate fiscal accountability, mutual trust , and respect,… more
- IDEX (Rohnert Park, CA)
- …Manager, Life Science Fluidics (LSF) will directly manage the Vice President Business Development LSF, Chief Technology Officer LSF, Sr. Director Market ... the globe, chances are, we have something special for you. **JOB TITLE:** ** Vice President , General Manager, Fluidics** **LOCATION:** **Rohnert Park, CA &**… more
- Citigroup (New York, NY)
- …initiatives and processes and provides support to the business unit Senior Human Resources Officer . The HR Business Execution team is a key enabler to the Business ... Strategy and Execution** + Provide support to Sr. HR Officer on ad hoc projects and serve as a...+ Complete all financial deliverables, including monthly forecasts, annual investment processes, client reporting, and ad hoc requests. +… more
- JPMorgan Chase (Palm Beach, FL)
- …Officer 's role to oversee the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, ... Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and… more
- JPMorgan Chase (Rochester, NY)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... and trust services. Job Responsibilities + Analyze trust documents for legal, tax, administrative and investment...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Berkshire Bank (Boston, MA)
- …of the Wealth Management ( Trust department) business and the Berkshire Banc Investment Services business. The VP , Compliance Officer is also responsible ... Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer...- Boston, MA - 60 State St Purpose/Objective: The VP , Compliance Officer Asset Management will develop,… more