- UMB Bank (Kansas City, MO)
- , a division of UMB Bank na As the ** Trust Advisor I** , you will be building long-term client relationships through quality customer service, including ... clients, including assessment of the appropriate risk level for the client or trust , high level investment updates and portfolio advice. + Maintain current knowledge… more
- Enterprise Bank & Trust (Clayton, MO)
- …case coordinating delivery of these services with the client's Wealth Advisor , Private Banker, Trust Officer and Administrator. Such issues will ... to the client in conjunction with the client's Wealth Advisor , Private Banker, Trust Officer and Administrator. + Assist Wealth Advisors and Private… more
- Administrative Office of the US Courts (Washington, DC)
- Summary The Legislative Affairs Officer position is in the Office of Legislative Affairs (OLA). The OLA carries out the Judiciary's legislative liaison activities ... with Congress, other governmental entities, and private sector organizations with an interest in legislation and...an exceptional leader to serve as the Legislative Affairs Officer in the Office of Legislative Affairs (OLA). The… more
- City National Bank (Los Angeles, CA)
- *SR. CREDIT RISK REVIEW OFFICER * WHAT IS THE OPPORTUNITY? The Credit Risk Review Department (CRR), is part of the 3rd line of defense, and as such is independent of ... of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk...experience as a commercial lender, regulator or credit review officer * Minimum of 5 years of MS Office… more
- CIBC (New York, NY)
- …primary entities, CIBC Private Wealth Advisors, Inc., an SEC registered investment advisor ("RIA"), CIBC National Trust Company, NA, an OCC licensed trust ... and Wealth Management lines of business. The US CIBC Private Wealth Group ("PWG") conducts an investment advisory and... Wealth Group ("PWG") conducts an investment advisory and trust business, which primarily focuses on serving a select… more
- PNC (Philadelphia, PA)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach… more
- First Horizon Bank (Houston, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + CRM and Under Writer work...and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg… more
- Smithsonian Institution (District Of Columbia, DC)
- …personnel law. Keeps abreast of laws, rules, and regulations affecting Federal and Trust employment. Provides advice to all Smithsonian units, in particular to the ... the settlement and other authority of the Chief Legal Officer or designee. Works with and advises the Deputy...Comptroller General of the United States. As the legal advisor assigned to special projects, the incumbent normally assumes… more
- First Horizon Bank (Nashville, TN)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... Commercial banking product suite and consultative selling. + Acts as a financial advisor to those customers by staying informed of market conditions, economic and… more
- UKG (Ultimate Kronos Group) (Lowell, MA)
- …Overview With 80,000 customers across 150 countries, UKG is the largest US-based private software company in the world. And we're only getting started. Ready to ... Head of Transformation reporting directly to our President and Chief Financial Officer . This leader will play a pivotal role in driving transformational initiatives… more
- First Horizon Bank (Charlotte, NC)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter o Builds / maintains a portfolio...and high potential clients. o Acts as a trusted advisor by educating the customer about current market and… more