- Wilmington Savings Fund Society (Wilmington, DE)
- …to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager , Relationship Managers, et al.), including training, skill development, ... wealth team members.Oversee the administration of client relationships ensuring that fiduciary standards and the WSFS bank's models and policies are observed.Work… more
- Citizens (Providence, RI)
- Description The Fiduciary Business Support Manager I is responsible for management and execution of key fiduciary services governance activities associated ... fiduciary committees associated with CFG's Delaware limited purpose trust company as well as those of the Bank...committee secretariat and executing on the secretariat's responsibilities. The Fiduciary Business Support Manager I will assist… more
- Wells Fargo (Fort Worth, TX)
- …It all begins with you. About this role: Wells Fargo is seeking a Senior Fiduciary Coordinator (Senior Trust Oil, Gas and Mineral Associate) as part of Wealth ... with confidence. WIM is also a leading provider of trust and fiduciary services, including a number...the development and delivery of advice, client acquisition and relationship management + Provide services to clients by preparing… more
- Wells Fargo (Denver, CO)
- …pursue their financial goals with confidence. WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services ... you. About this role: Wells Fargo is seeking a Fiduciary Specialty Asset Manage to support Oil and Gas...Partner with more experienced asset managers or more experienced trust asset managers in completing their duties related to… more
- BMO Financial Group (Henderson, NV)
- …agency or probate accounts in the role of trustee. + May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to ... Provides high quality sales and service to Trust & Estate clients to deliver an exceptional...branch and the regional team as part of the client/ relationship management solution. Identifies and makes referrals to other… more
- Citizens (Tarrytown, NY)
- …Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and ... client lifecycle. As the First Line Risk Senior Manager , you will represent the first line of defense...will integrate activities between Risk, Compliance, and brokerage and Trust fiduciary management Supervision. Experience in developing… more
- PNC (Ligonier, PA)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. The Portfolio & Trust Administrator (PTA) is a trusted ... to the company's success. As an Associate Portfolio & Trust Administrator within PNC's Private Bank organization, you will...partner to the Fiduciary Advisor (FA) within the PNC Private Bank team.… more
- JPMorgan Chase (Fort Worth, TX)
- …JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and ... of accounts with mineral assets and works closely with fiduciary officers to insure that client related issues are...gas assets are understood as part of the entire relationship . **Job Summary:** The Regional Mineral Property Manager… more
- Truist (Nashville, TN)
- …with disabilities to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- Umpqua Bank (Phoenix, AZ)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific ... place to work by offering a special brand of relationship banking and by providing a culture where associates...Arizona, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager … more
- Truist (Baltimore, MD)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- SMBC (Brea, CA)
- …Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY** The Senior Relationship Manager (RM) position is an integral component of the ... implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship...+ Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred… more
- PNC (Louisville, KY)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by ... an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects...an estate; and general family and beneficiary communications and relationship management. A successful estate settlement officer has a… more
- PNC (AZ)
- …experience for our customers. As a Retirement Investment Services Institutional Trust Officer II within PNC's Institutional Asset Management organization, you will ... plans where PNC is Trustee, Custodian, Agent or Investment Manager . You will be the first point of contact...activities, review various types of governing instruments to ensure fiduciary responsibilities are carried out, meet goals for outbound… more
- Commerce Bank (Leawood, KS)
- … fiduciary , investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. The PCA ... fiduciary perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to… more
- BMO Financial Group (Palatine, IL)
- …and experience. + MBA or Finance certification preferred. + Expert understanding. fiduciary law and applicability to trust investment accounts. + Expert ... branch and the regional team as part of the client/ relationship management solution. Identifies and makes referrals to other...understanding of fiduciary law and applicability to trust investment accounts. + Expert knowledge of equity and… more
- Bank of America (Charlotte, NC)
- Assistant Vice President - Retirement Plan Investments, Portfolio Manager Charlotte, North Carolina **Job Description:** This investment management role is part of ... the pension plan, 401(k) plan, and assets held in trust for the NQDC plans + Analyze, evaluate, select,...in accordance with ERISA and as an ERISA plan fiduciary Support the administration of the plans. Plan administrators… more
- Bank of America (Charlotte, NC)
- Director - Retirement Plan Investments, Portfolio Manager Charlotte, North Carolina **Job Description:** This investment management role is part of the Retirement ... the pension plan, 401(k) plan, and assets held in trust for the NQDC plans + Analyze, evaluate, select,...in accordance with ERISA and as an ERISA plan fiduciary Support the administration of the plans. Plan administrators… more
- AON (IL)
- Aon is looking for a 401k Client Service Manager ( Virtual location) Are you a retirement professional who enjoys working directly with clients? Are you looking to ... part of our growing team as a Client Service Manager ! Aon is in the business of better decisions...world. As a global organization, we are united through trust as one inclusive, diverse team, and we are… more
- Bank of America (Seattle, WA)
- …The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the ... Portfolio Manager III Seattle, Washington **Job Description:** **Job Description:**...most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and… more
