- Wilmington Savings Fund Society (Wilmington, DE)
- …of our name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships with clients and managing ... services to the client. The incumbent will utilize broad-based fiduciary knowledge, experience, and bank resources to identify opportunities...College degreeMust have 10 years of experience in a trust department of a bank or with a financial… more
- Wilmington Savings Fund Society (Wilmington, DE)
- Job DescriptionBryn Mawr Trust , a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and ... advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …sale wealth management services, including investment management, financial planning, fiduciary services, as well as potential credit, and deposit ... wealth management services including credit, risk management, investments, financial planning, fiduciary , and insurance as well as real estate, retirement and tax… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …wealth team members.Oversee the administration of client relationships ensuring that fiduciary standards and the WSFS bank's models and policies are observed.Work ... Wealth specialty or generalist role focused on Wealth Advisory / Trust services, Portfolio Management, Financial Planning, Private Banking or Relationship… more
- Segal (Boston, MA)
- …understanding of Segal Select's insurance products - Property & Casualty, Fiduciary Liability, Employment Practice Liability, Fidelity Insurance and Cyber Liability. ... improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional… more
- Fidelity TalentSource LLC (Naples, FL)
- …You BringDemonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their familiesExperience with and/or knowledge ... regular investment updates to clients and associates.Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle… more
- DeNovo Staffing (Orlando, FL)
- Highly rated business and fiduciary services law firm based in Florida is seeking a highly motivated, experienced, capable and committed commercial litigation ... be specialized in commercial litigation, knowledge of probate and trust litigation or the desire to learn is a...Handle a caseload of commercial litigation and/or probate and trust litigation matters. Provide timely and responsive communication to… more
- Fidelity TalentSource LLC (Boston, MA)
- …portfolio construction, transition analysis, repositioning, and ongoing management with a fiduciary lens on both the approach and the execution.\u00A0 Additionally, ... important clients. The Skills You BringExpert understanding of investment management and trust capabilities end to endStrong presentation skills with the ability to… more
- Bank of America (Conshohocken, PA)
- …Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal ... Management firm or Trust Company + Experience working with trust officers/ fiduciary specialists and making fiduciary related risk-reward decisions +… 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
- US Bank (St. Paul, MN)
- … risk oversight from the second line of defense regarding the Banks's fiduciary and trust operational support functions to ensure compliance with applicable ... risk management experience. **Preferred Skills/Experience** - Demonstratable knowledge of fiduciary operational risks and impacts regarding personal trust … more
- Citizens (Johnston, RI)
- …with various fiduciary committees associated with CFG's Delaware limited purpose trust company as well as those of the Bank consistent with expectations of ... different locations, departments and reporting lines Preferred: * Experience in fiduciary services ( trust administration) corporate governance and operations… more
- Bank of America (Norfolk, VA)
- …delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups. Additionally, TAs will seek out ... Administrative Review (IM&T) + Transaction Processing and Management + Money Movement ( Trust ) + Specialized Fiduciary Transactions + Discretionary and action… more
- Regions Bank (Tyler, TX)
- … principles and regulatory and tax matters relating to the administration of trust accounts + Demonstrated knowledge of fiduciary products and services, ... including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences** + Advanced degree… more
- Bank of America (Bloomfield Hills, MI)
- …with wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments, ... / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Bank of America (Dallas, TX)
- …Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally ... trust administration and estate planning experience, preferred. + Fiduciary professional with CTFA, CFP, AEP, JD, or CPA...competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and… more
- Comerica (Farmington Hills, MI)
- …Compliance and Business Partnership * Provide advice and guidance on the Comerica Trust Fiduciary businesses and related activities by possessing strong working ... Compliance Advisory Lead Wealth & Trust The Compliance Advisory Lead within the Second...with other departments on business activities, such as personal fiduciary activities, investment oversight and portfolio implementation, as needed… more
- JPMorgan Chase (Miami, FL)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... training + Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Trust... fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking… more
- Commerce Bank (Kansas City, MO)
- …companies) in trust and estate accounts + Interpret and help Commerce Trust teams to apply fiduciary policies, procedures and related governance protocols + ... state estate and tax laws including the Prudent Investor Act, Uniform Trust Code, Uniform Fiduciary Principal and Income Act + In-depth knowledge of fiduciary… more
- JPMorgan Chase (Newark, DE)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... + Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm + Comprehensive knowledge of trust … more
