- Sul Lee Law Firm, PLLC (Dallas, TX)
- …entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values ... efficiency, and client service above all else. We are seeking a Senior Litigation Attorney with deep experience handling partnership, shareholder, and corporate… more
- KeyBank (Plymouth Meeting, PA)
- **Location:** 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the ... managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- PNC (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based ... on client need. The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal background would be… more
- TD Bank (Portland, ME)
- …Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex… more
- KeyBank (Brooklyn, OH)
- …CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg ... The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes,… more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to support regional… more
- PNC (Baltimore, MD)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank organization. You will be ... tax and legal matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally… more
- UMB Bank (Dubuque, IA)
- …and why. At UMB Private Wealth Management, your story is our focus. As the ** Sr . Wealth Advisor ** , you will lead a highly integrated team-based approach working ... team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through...priorities are at the center of every action. The Sr . Wealth Advisor works closely with the… more
- Charles Schwab (Charlotte, NC)
- …candidate for this role to work on site in the specified locations.** As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- Oracle (Atlanta, GA)
- …interpretation of the financial results for Oracle's Lines of Business, acting as a trusted advisor to the LOB senior management team **What's needed to be a ... **Job Description** ** Sr . Assistant Controller, North America Revenue Controller** When...business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based ... in Cleveland, OH. In this role, you will support the Estate Settlement Advisor /s in all aspects of estate and trust administration and the delivery of an exceptional… more
- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway, Elkhart Indiana **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to ... content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning,… more
- KeyBank (Cleveland, OH)
- …the Wealth Segment suite of capabilities. + Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. + This position ... + Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of… more
- KeyBank (Portland, ME)
- …Understands and can discuss the KPB Value Proposition + Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset ... the knowledge and ability to manage investment portfolios within a fiduciary framework. **Support** + Focus on trading, rebalancing, portfolio construction, asset… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- Robert Half Finance & Accounting (Bedford, NH)
- Description An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to ... all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client… more
- Vanguard (Malvern, PA)
- …forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you'll play a pivotal ... lifecycle-. Your responsibilities will include: + Serving as an experienced advisor to the business, interfacing regularly with business unit stakeholders, risk… more
- M&T Bank (Burlington, VT)
- …attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. ... Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner. + Attend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account… more
