- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with ... respect to the Private Wealth business. The ideal candidate will have experience in...+ Provide bank regulatory level advice to Neuberger Berman's trust company and ensure that the trust … more
- Regions Bank (Hoover, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Wealth Management Client Solutions Trust Administrator - Private Wealth ... Management is responsible for the administration of Personal Trust and Investment Management client relationships. This position is responsible for retaining and… more
- Regions Bank (Chattanooga, TN)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... with other wealth management partners + Mentors and coaches junior trust advisors This position is exempt from timekeeping requirements under the Fair Labor… more
- Comerica (Charlotte, NC)
- Manager, Private Wealth Trust Administration The Manager, Private Wealth Trust Administration, is responsible for leading a team of 15 -- 20 trust ... including Trust Advisors, Trust Administrators and Trust Client Assistants, ensuring best-in-class client experience and risk management excellence… more
- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and...work without close supervision. + Ability to demonstrate effective sales and business development skills. + Ability to demonstrate… more
- Bank OZK (Jacksonville Beach, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +...writing, including presentation skills. + Ability to demonstrate effective sales , interpersonal and relationship management skills. + Ability to… more
- JPMorgan Chase (Houston, TX)
- …as a fiduciary. + Promote Sales : Grow the fiduciary business and the Regional Trust Team Lead works closely with Trust Officers and partners in the markets ... this space. This includes working on regular and ongoing sales management initiatives, and making sure Trust ...qualifications, capabilities and skills:** + JD preferred JP Morgan Wealth Management Solutions comprises a workforce of more than… more
- Truist (Jupiter, FL)
- …portfolio of high net-worth clients. Closely works with assigned team consisting of Wealth Support Specialists, Wealth Advisors, Trust Advisors, Investment ... of client presentation material using Microsoft Office Suite and/or other Truist Wealth software, and proactive sales support activities for advisors. 7.… more
- US Bank (Cincinnati, OH)
- …from Day One. **Job Description** SUMMARY US Bank is seeking a Senior Trust Tax Accountant within its Wealth Management division. RESPONSIBILITIES Tax ... with other tax revenue authorities - General knowledge related to taxation of trust assets (stocks, bonds, partnerships, farms, etc.) - Ability to review returns for… more
- Truist (Greenville, SC)
- …and mortgage credit, and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust Advisors, Financial Planners, ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- Arrow Financial Corporation (Glens Falls, NY)
- … Wealth Management will oversee the management, direction, and development of the Wealth Management Division including Trust & Wealth Services, Investment ... goals and objectives based on Company's Strategic Plan for Investment Services, Trust & Wealth Services, Retirement Plan Services, LPL Financial Services,… more
- Truist (Houston, TX)
- …of America) **Please review the following job description:** The Specialty Wealth Regional Managing Director is responsible for leading, coaching, and developing ... a Team of Specialty Wealth Advisors for both the Legal and Medical Specialty...or local territory + The role requires significant leadership, sales and relationship management, business development, presentation and … more
- DXC Technology (Austin, TX)
- …and boost cost efficiencies and innovation. **About this role** The DXC Insurance Software Sales Director - Life & Wealth is a consultative seller that can ... flexible policies. Insurers need insights on how to drive trust and engagement, achieve growth and transform their operations....sales efforts and pursuits across insurance Life & Wealth industry selling our software solutions. + Working side… more
- Truist (Charlotte, NC)
- …activities may change from time to time. Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth Advisor to ensure consistent execution of SEG ... **Please review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth… more
- Truist (Greenwich, CT)
- …continuing education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a...CPWA and CPA + 5 or more years of sales and client management experience in the Wealth… more
- Bank of America (Las Vegas, NV)
- …planning services to address their high- and ultra-high net worth clients' trust , estate/ wealth transfer, and financial planning needs. Key responsibilities ... Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and...+ Expand existing client relationships, assist advisors in new sales , and represent the firm in the marketplace. +… more
- Bank of America (Clayton, MO)
- … wealth planning. + Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and ... + Stays up to date with major developments in trust , estate/ wealth transfer and financial planning, while...net worth clients). + Proven track record of successful sales experience working with high net worth and ultra-high… more
- Bank of America (New York, NY)
- … wealth planning. + Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and ... + Stays up to date with major developments in trust , estate/ wealth transfer and financial planning, while...net worth clients). + Proven track record of successful sales experience working with high net worth and ultra-high… more
- JPMorgan Chase (San Francisco, CA)
- The Client Specialist is a sophisticated wealth expert that focuses on holistically serving the wealth needs of High Net Worth and Ultra High Net Worth ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services… more
- Truist (Charleston, SC)
- …continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a...CPWA and CPA * 5 or more years of sales and client management experience in the Wealth… more