- Bank OZK (Dallas, TX)
- Job Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining ... trust accounts to ensure proper handling. + Serves as fiduciary counsel to Trust Department and Division in pre-litigation situations and matters, identifying… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management is required. **Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on ... **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * General fiduciary law and principals. * Trust and...* General fiduciary law and principals. * Trust and welfare transfer techniques. * Federal and state… more
- Comerica (Frisco, TX)
- Chief Investment Officer The CIO will...of choice for Private Wealth, Comerica Financial Advisor and Trust & Fiduciary clients. The CIO will ... collaborate closely with the Comerica Chief Economist as an enterprise wide resource and will...Investment platform and services. * Work closely with the Chief Economist to define roles and ensure alignment of… more
- Carlile Transportation (Anchorage, AK)
- …or Washington with the expectation to spend time in both locations.** The Chief Financial Officer (CFO) is accountable for the administrative, financial, and ... company assets and report accurate financial results. The CFO fosters trust and maintains positive, collaborative relationships with internal teams, lending… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...to best meet client needs (wealth strategists, Office of Chief Fiduciary , etc.) + Proactively identify and… more
- Bank of America (Fort Worth, TX)
- …power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private ... Trust Officer II Dallas, Texas;Fort Worth,... Trust Officer II Dallas, Texas;Fort Worth, Texas **Job Description:**...to best meet client needs (wealth strategists, Office of Chief Fiduciary , etc.) + Proactively identify and… more
- Bank of America (Los Angeles, CA)
- …business partners including but not limited to: Client Team, Office of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary ... The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and… more
- Bank OZK (Fort Lauderdale, FL)
- …development plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership roles. + ... is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. + Meets revenue, growth,… more
- Tompkins Community Bank (Mount Kisco, NY)
- Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins ... Manage investment portfolios under guidance from the Investment Policy of the Trust Investment & Administration Sub-Committee. + Make trade recommendations for WA's… more
- Iowa Soybean Association (Ankeny, IA)
- …with a combination of public and private funding. This position reports to the Chief Officer , Research and Conservation. ESSENTIAL FUNCTIONS + Lead the Research ... to establish credibility for RCFI o Provides strategic and fiduciary oversight of conservation projects and programs + Engage...are being addressed and advanced + Assist the ISA Chief Officer of Research and Conservation, the… more
- M&T Bank (New York, NY)
- …Compliance Advisor must understand when situations warrant escalation to the M&T Bank Chief Compliance Officer , Legal, or when other consultation is needed. The ... management activities within the Institutional Client Services department of Wilmington Trust . Depending upon the candidate's background, this role is expected to… more
- PNC (Seattle, WA)
- …has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more
- JPMorgan Chase (New York, NY)
- …Analyst you will be a member of the Global Equity group within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head ... financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in… more