- PNC (Lexington, KY)
- …valued and have an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will ... PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high-profile relationships. Ensures compliance with all… more
- Bank of America (Pennington, NJ)
- Fiduciary Initiatives Executive (Lawyer) Jersey City, New Jersey;Boston, Massachusetts; Pennington, New Jersey **Job Description:** At Bank of America, we are guided ... make a difference. Join us! **The Business Team:** The Fiduciary Programs and Platforms (FPP) Team is a dynamic,...members and across the Merrill organization to tackle legal, compliance and regulatory issues as part of any strategic… more
- M&T Bank (York, PA)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… 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 ... ensure client goals and objectives are achieved. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory standards and… more
- Plante Moran (East Lansing, MI)
- Estate Planning Senior Advisor or Manager + Location: United States, Michigan, East Lansing + Location: United States, Michigan, Grand Rapids Make your mark. ... + CPA or JD preferred + Moderate understanding of fiduciary and estate tax planning and compliance ...individuals + This position may be filled as a Senior Advisor or Manager depending on applicable… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III & Senior job and contemplates a wide ... on relevant experience, skills, and competencies.) About This Job As a Trust Investment Compliance Advisor , you'll provide compliance advice to key players… more
- Truist (Charleston, SC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Truist (Greenwich, CT)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- M&T Bank (North Palm Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- NBT Bank (West Hartford, CT)
- …relationships with clients and their children, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality client ... subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and… more
- Citigroup (New York, NY)
- The Senior Lead Counsel 2 (Employment & HR) is...for serving as subject matter expert and key legal advisor concerning Citi's US health and welfare plans. The ... environment, including equity compensation, benefits and employment issues, and the fiduciary responsibility rules of ERISA. The candidate should be comfortable with… more
- Citizens (Tarrytown, NY)
- …to mitigate risks and ensure regulatory compliance . + lead compliance efforts related to suitability, fiduciary standards, disclosure obligations, AML ... Description The Compliance Team Lead will have responsibilities within the...segment of Citizens Wealth Management, including its registered investment advisor , broker-dealer and trust activities. The role ensures that… more
- CIBC (San Francisco, CA)
- …+ Identify actual or potential fiduciary risks and proactively engage Senior Trust Advisor or other internal resources, as appropriate. + Coordinate ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** Reporting to the Senior Trust Advisor , the Trust Administrator ("Administrator") will… more
- Citizens (Tarrytown, NY)
- …First Line Risk Senior Manager will integrate activities between Risk, Compliance , and brokerage and Trust fiduciary management Supervision. Experience in ... has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA... Compliance experience with advanced Broker-Dealer, Registered Investment Advisor , 12 CFR 9 Trust and Fiduciary … more
- Deloitte (Columbus, OH)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Deloitte (Columbus, OH)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- CIBC (Chicago, IL)
- …platform; + **Exercising** proactive and independent judgment when providing advice to senior management; + **Supervising** a Compliance staff to ensure that ... **Who You Are** + Strong working knowledge of OCC and SEC investment advisor regulations; + 10+ years asset management Compliance experience, preferably with… more
- Truist (Greenville, SC)
- …portfolio of relationships. Work closely with specialized areas of support ( fiduciary administration, credit administration and compliance ) to implement the ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products to… more
- Truist (Houston, TX)
- …portfolio of relationships. Work closely with specialized areas of support ( fiduciary administration, credit administration and compliance ) to implement the ... Group (MSG) is nationally focused business comprised of Medical Wealth Advisor Associates, Medical Wealth Advisors and Medical Relationship Managers, who provide… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations + Plan for and review...tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income… more