- Zions Bancorporation (Houston, TX)
- …You bring the talent; we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in Houston, ... TX. A Fiduciary Services Manager develops new business and promotes trust...may meet requirements. + Employs advanced knowledge as a specialist of trusts and estates. + Uses judgement within… more
- Edward Jones (St. Louis, MO)
- …have a desire to be part of a fast paced, cross functional team? If so, the Senior Trust Specialist position here at Edward Jones could be the right fit for you! ... excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to...for trust clients. **What You will Do:** As a Senior Trust Specialist , you will: + Deliver… more
- EverBank (Irvine, CA)
- **Sr Commercial Client Services Specialist ** The Senior Commercial Client Services Specialist is responsible for delivering exceptional customer service and ... requirements, ensuring timely problem resolution and professional servicing. Additionally, the Senior Commercial Client Services Specialist assists in mentoring… more
- PNC (Pittsburgh, PA)
- …the company's success. We are looking to hire a Compliance Program Specialist Senior within PNC's Independent Risk Management's Compliance organization ... * Previous experience within the Wealth Management industry or working with Fiduciary accounts. * Ability to work independently and problem solve. * Strong… more
- Veterans Benefits Administration (Buffalo, NY)
- …VA Regional Office. The incumbent serves as a financial administrative specialist working independently with internal and external customers on operational matters ... Oversee the work of the Financial Accounts Technician and/or Financial Administrative Specialist and insures appropriate separation of duties are in place and the… more
- Truist (Atlanta, GA)
- …essential functions. 1. Seven years in the role as a Wealth Support Specialist II/I or equivalent work-related experience 2. Five years of experience working with ... Qualifications: 1. Undergraduate Degree 2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts **General Description of Available Benefits for… more
- Bank of America (Norfolk, VA)
- …along with the power to make a difference. Join us! **Job Summary:** The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for ... Trust Senior Associate - Norfolk Norfolk, Virginia **Job Description:**...of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups. Additionally, TAs will… more
- Truist (Baltimore, MD)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to deliver all non-investment… more
- Hawaiian Electric (Honolulu, HI)
- HEI - Corporate Governance Specialist - Oahu Date:Sep 25, 2024 Location: Honolulu, Hawaii (HI), US, 96813 Company: hawaiianel We recognize our competitive advantage ... directors. Ensures directors receive materials in a timely manner to exercise fiduciary duties. Leads process to compile and distribute meeting binders, materials… more
- Regions Bank (Hoover, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... into the careers section of the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for… more
- Regions Bank (Birmingham, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... into the careers section of the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for… more
- Truist (Greenville, SC)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Houston, TX)
- …business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, insurance services and treasury and payment solutions) in a ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- BMO Financial Group (Chicago, IL)
- …regulatory risk. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... regulations and related marketing and advertising guidelines. + Serves as a specialist resource to senior leaders and stakeholders with advanced knowledge… more
- Trinity Health (Livonia, MI)
- …position will support compliance investigations and audits and regularly interface with senior leaders and outside counsel. This position will report to Trinity ... in coordination with the needs of the System Office and assigned Ministries' senior management teams and consistent with the strategies and priorities of the… more
- JPMorgan Chase (New York, NY)
- …investments primarily across Munis and Structured Products (ABS, CLO, CMBS, RMBS). As a senior portfolio manager in the CIO Credit Portfolio, you will manage the US ... CLO portfolio. You will be a sector specialist leading the investment process and surveillance of the...on CLO market and portfolio strategy/risks to colleagues and senior management + Work with other internal functions (Finance,… more
- Truist (Charleston, SC)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Greenwich, CT)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Commerce Bank (Kansas City, MO)
- …of well-rounded and progressive trust or banking experience preferred + Certified Fiduciary Investment Risk Specialist ("CFIRS") or related certifications, or ... range is for the Investment Compliance Advisor - Trust I, II, III & Senior job and contemplates a wide range of factors that are considered in determining… more