- Comerica (Charlotte, NC)
- Personal Fiduciary Services Support Manager The Manager , National Personal Fiduciary Services Support is responsible for maintaining healthy ... Account Management * Manage transactional activity for a moderate number of personal trust accounts, ensuring high-quality service and attention to detail. *… more
- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** The Senior Fiduciary Tax Manager ...all personal trust accounts. In addition, the Senior Fiduciary Tax Manager (PL) ... three lines of defense model of risk governance. The Senior Fiduciary Tax Manager (PL)...administrators to answer tax questions regarding transactional activity in Personal Trust accounts. + Coordinate with tax vendor to… more
- PNC (Fort Lauderdale, FL)
- …valued and have an opportunity to contribute to the company's success. As a Sr . Trust Real Estate Advisor within PNC Private Bank organization, you will be based ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Manages all assigned trust owned real estate… more
- City National Bank (Los Angeles, CA)
- * SR . AUDIT MANAGER - TREASURY/FINANCE* WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of ... of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust… more
- SMBC (Los Angeles, CA)
- …Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY:** The Senior Relationship Manager (RM) position is an integral component of ... sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank. Specialties:...and growth of deposit balances. + Assists the Area Manager in implementing the sales culture and functions as… more
- KeyBank (Albany, NY)
- …accounts and offers advice to clients on matters such as asset allocation, manager selection, and knowledge of markets including real estate, commodities, and other ... the knowledge and ability to manage investment portfolios within a fiduciary framework. **Support** + Focus on trading, rebalancing, portfolio construction, asset… more
- KeyBank (Atlanta, GA)
- …Compliance Applications in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Clearly and immediately communicate ... resolve client issues and needs and escalates issues to manager when appropriate. **Develop Self, Staff & Others** +...Self, Staff & Others** + Take ownership of your personal development plan and seek opportunities to further develop… more
- NBT Bank (Manchester, NH)
- …understand and interpret complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring ... The Senior Trust Advisor will manage a portfolio of...and trusted interactions. Independently understands and applies fundamentals of personal , fiduciary and transfer taxation, investments, and… more
- Edward Jones (St. Louis, MO)
- …fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting with ... allocation and construct a portfolio that aligns with the client's objectives. The senior portfolio manager will have ongoing communication with both financial… more
- City National Bank (Nashville, TN)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held ... entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions… more
- NBT Bank (Lakeville, CT)
- …understand and interpret complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring ... retirement services. + 15% Independently understands and applies fundamentals of personal , fiduciary and transfer taxation, investments, and employee benefits… more
- Trinity Health (Albany, NY)
- …and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager informed of issues affecting ... time **Shift:** Day Shift **Description:** **POSITION PURPOSE** Functions as General Manager responsible for the oversight and coordination of the day-to-day… more
- PNC (Austin, TX)
- …have an opportunity to contribute to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. In this position, you will deliver FIS ( Fiduciary Investment… more
- Deloitte (Columbus, OH)
- …Recruiting for this role ends on 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 and tax returns, as well prepare and lead client meetings… more
- PNC (Houston, TX)
- …across all PNC Private Bank products and services (Banking, Investment and Fiduciary ). The Client Service Associate Sr . also partners with Advisors/Leaders ... valued and have an opportunity to contribute to the company's success. As a Senior Client Solution Specialist within the PNC Private Bank organization, you will be… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Investment & Operations Analyst - Defined Contribution Plans within PNC's Asset ... field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. This position works as part of an investment service team in… more
- AON (Chicago, IL)
- …within Aon's US Investment business, including our Trust & Custody Team, our Fiduciary Services Team, and our Operational Due Diligence Team. The Trust & Custody ... team is focused on custody, operations, and securities lending consulting. The Fiduciary Services Team provides governance reviews designed to identify, prevent, or… more
- Manulife (MS)
- **The Opportunity** The Senior Forester will be responsible for managing forest operations within Manulife Investment Management Timber Group (MIMT) timberlands ... relationship with appropriate MIMT and MIMFM personnel and maintain client fiduciary obligations. + Maintain the highest standards of integrity throughout area… more
- BMO Financial Group (Milwaukee, WI)
- …as part of a Client Strategy Team, or serve as the primary relationship manager , to provide expert fiduciary administration for an existing portfolio of trust ... external counsel and other individuals associated with the administration of fiduciary accounts. + Responsible for the driving the profitability and growth… more