- M&T Bank (Wilmington, DE)
- …one of the largest personal trust providers in the United States. The Wealth Management Trust Services division is entrusted to holistically administer ... experience of our professionals and a forward-looking mindset. The Wealth Management division serves clients in all...role **Education and Experience Preferred:** + Preferred major/minor - Trust Management , Finance, or related field. +… more
- Regions Bank (Little Rock, AR)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust advisors… more
- Regions Bank (Indianapolis, IN)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Personal Trust , Estate, IRA and Investment Management client...fiduciary principles + Coordinates client service activities with other wealth management partners + Acts independently using… more
- Citizens (Tarrytown, NY)
- …evolving compliance and regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management . Responsibilities include: + ... the Principal Compliance Officer for a portfolio of regulations related to investments/ wealth management / trust activities within Citizens Private Wealth… more
- JPMorgan Chase (Austin, TX)
- … Officer's role to oversee the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and... of overdrafts - is a plus JP Morgan Wealth Management Solutions comprises a workforce of… 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 ... JP Morgan Asset & Wealth Management , with client assets of...JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is...administration of the trust . You will assume the primary responsibility for the… more
- Regions Bank (Nashville, TN)
- …Degree and one (1) year of line delivery banking experience, preferably in lending, trust investment or wealth management + Or High School Diploma/GED ... and five (5) years experience in trust investment or wealth management **Skills and Competencies** + Proficient sales, negotiation, presentation and… more
- Zions Bancorporation (San Diego, CA)
- …to join our team of bank partners in the San Diego marketplace. At California Bank & Trust , our Wealth Management Team is supported by a cohesive group of ... for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers… more
- Regions Bank (New Orleans, LA)
- …(5) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School ... services industry experience preferably in commercial or consumer banking, trust investment or wealth management ...commercial or consumer banking, trust investment or wealth management **Skills and Competencies** + Effective… more
- US Bank (Milwaukee, WI)
- …other tax revenue authorities - General knowledge related to taxation of trust assets (stocks, bonds, partnerships, farms, etc.) - Account reviews for taxability ... Preparation and Review: - Preparation, review and tracking of fiduciary, individual, trust estates, charities, etc. - In-depth and cursory reviews of several hundred… more
- JPMorgan Chase (Columbus, OH)
- …with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals ... JP Morgan Asset & Wealth Management , with client assets of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Tompkins Community Bank (Pittsford, NY)
- …Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and trust services; lead ... development efforts within the market; oversee or manage assigned wealth management accounts in accordance with legal...the following duties: + Ensure TFA clients receive investment management , trust and estate services, and financial… more
- Regions Bank (Knoxville, TN)
- …attention to detail This position is a part of Regions Bank's Private Wealth Management team. **Position Type** Full time **Compensation Details** Pay ranges ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Regions Bank (Nashville, TN)
- …skills, including attention to detail This position is a part of the Private Wealth Management team. _This position may be filled at a higher level ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Reno, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in the… more
- M&T Bank (Radnor, PA)
- …**Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. ... within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of… more
- Bank OZK (Clearwater, FL)
- …or commensurate work experience, required. + 7+ years of work experience in a trust / wealth management function or other job-related experience, required. + ... Job Purpose & Scope Manages client portfolios including asset management , research, and analysis for all investment products including but not limited to individual… more
- M&T Bank (Wilmington, DE)
- …clients. **Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. ... Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of… more
- JPMorgan Chase (Miami, FL)
- …advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing...fiduciary or a law firm + Solid Client Relationship Management experience JP Morgan Wealth Management… more
- Commerce Bank (Leawood, KS)
- …than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... and trust administration services. Our approach to wealth management means assembling a team of...client service in a similar role with preference to trust , wealth management and financial… more