- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Manager , Trust Tax - Remote **Requisition Number:** 119546 - 5 **Function:** Tax Services **Area of Interest:** **State:** ... stand for as a firm KPMG is currently seeking a Manager to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more
- First Horizon Bank (Memphis, TN)
- …On site at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client ... services. Officer assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and… more
- Truist (Richmond, VA)
- …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
- NBT Bank (West Hartford, CT)
- …level of knowledge and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief ... financial experience + 8 years relevant administrative experience in a trust department, charitable or other financial services, organization, insurance company, or… 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
- City National Bank (Newark, DE)
- *INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS MANAGER * WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, this role will be part of the team ... (CNB's) Retail Non-Deposit Investment Products (the "RNDIP") program and CNB's Fiduciary activities to ensure adherence with established policies and procedures. *… more
- Truist (Charlotte, NC)
- …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 (Los Angeles, CA)
- …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
- Ascensus (Raleigh, NC)
- …1: Position Summary** Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including ... with contacts, ensure timeliness of client deliverables, and field inquiries + Directs Trust Administrators with the processing of stock and mutual fund trades, wire… 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
- JPMorgan Chase (Fort Worth, TX)
- …& Estates practice, you will be responsible for managing clients' mineral interests as fiduciary for Trust , Agency, and Foundation accounts holding oil, gas, and ... of these assets as part of the overall client relationship . **Job Summary:** As a Wealth Management Solutions, Mineral...in these entities. You should have some knowledge of trust management as well as fiduciary oversight… more
- PNC (Fort Lauderdale, FL)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with intricate and ... 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
- Neuberger Berman (New York, NY)
- …level advice to Neuberger Berman's trust company and ensure that the trust company's fiduciary responsibilities are properly discharged. + Review and approve ... advisors, portfolio managers and operations on all aspects of the client relationship ; and assisting with legal issues around client account opening and maintenance.… more
- Comerica (Wilmington, DE)
- Trust Administrator II The Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying… more
- BMO Financial Group (Woodstock, 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
- Tompkins Community Bank (Mount Kisco, NY)
- …supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department manager (s) by providing training and guidance to all other ... company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing… more
- The MITRE Corporation (Mclean, VA)
- …then choose MITRE-and make a difference with us. MITRE is seeking a Senior Manager and Deputy, MITRE Labs Finance , responsible for leading financial support to ... all levels of the MITRE Labs organization. The Senior Manager is also a direct manager and...role, the business partner builds and maintains a positive relationship with Labs stakeholders, becoming a trusted source of… more
- Bank of America (Miami, FL)
- …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 Miami, Florida **Job Description:** At Bank...most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and… more
- US Tech Solutions (New York, NY)
- …input to the development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external ... JOB DESCRIPTION Manager Notes: - In this role, experience with...input to the development of tax planning strategies. Advise Trust Officers, Relationship Managers, attorneys, and accountants… more
- Tucson Electric Power (Tucson, AZ)
- ** Manager , Transmission Distribution (Engineering Project Management & Resource Management)** Company **Tucson Electric Power** Location **Tucson, AZ** Requisition ... our employees,here (https://youtu.be/hpknvJPLuoc) andhere (https://youtu.be/7BECywu-Re4) . **Job Description - Manager , Transmission Distribution (Engineering Project Management & Resource Management)**… more
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