- Citigroup (Sioux Falls, SD)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... degree. **Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time Type:** Full time **Primary Location:**… more
- Federal Reserve Bank (St. Louis, MO)
- …Certified Fiduciary and Investments Risk Specialist (CFIRS) or Certified Trust Fiduciary Advisor (CTFA). + Ability to lead or participate in fiduciary ... Bank of St. Louis Our Supervision Division is looking for a Fiduciary Risk Specialist / Trust Examiner, to join our supervision team. An examiner commission is a… more
- Truist (Charlotte, NC)
- …preferred emphasis on Business or Finance 2. Significant experience (over 15years) in Trust Administration , Fiduciary oversight and new business activities for ... (United States of America) **Please review the following job description:** JOB SUMMARY The Fiduciary Director role is the most senior role on the team and is… more
- Raymond James Financial, Inc. (FL)
- …**Qualifications - External** **Knowledge, Skills, and Abilities:** **Knowledge of:** * General fiduciary law and principals. * Trust and welfare transfer ... **Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems… more
- Truist (Baltimore, MD)
- …training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive team environment that fosters ... functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking...the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service… more
- Fiduciary Real Estate Development (Fitchburg, WI)
- …designated region, ensuring all properties meet or exceed company standards. + Lead , mentor, and develop on-site property management teams, ensuring high performance ... responsibilities to be able to provide support to your teams. + Builds trust and communicates effectively within property, across company departments and in the… more
- Citizens (Wilmington, DE)
- …administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for ... appropriate. + Educate clients and beneficiaries on estate and trust planning strategies to include state fiduciary ...and trust planning strategies to include state fiduciary law and practices, related trust income… more
- Edward Jones (St. Louis, MO)
- …Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. Edward Jones ... powers of attorney), all contracts relating to the account relationship, Edward Jones Trust Company guidelines, and federal and state fiduciary standards + Deep… more
- Bank OZK (Fort Lauderdale, FL)
- …level of customer service is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. ... Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and… more
- Truist (Charlotte, NC)
- …Wealth business, including advisory, brokerage/investment management, lending, fiduciary and trust . Senior Directors may lead other Audit Directors and/or ... financial services wealth businesses; including advisory, brokerage/investment management, lending, fiduciary and trust . **General Description of Available… more
- Comerica (Winston Salem, NC)
- Specialty Administration Trust Advisor I The Specialty Administration Trust Advisor I role will be responsible for providing advisory and administrative support ... to internal and external clients for a variety of trust accounts. This role will be focused on the...various charitable accounts, including Private Foundations, Charitable Remainder and Lead Trusts, and Donor Advised Funds. The role will… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the ... Administrative Committee. * Exercises discretionary personal trust administrative authority as may be allowed by the...services, estate taxes and other relevant topics. * May lead the work of others; coaches and mentors less… more
- Aston Carter (Las Vegas, NV)
- …of a varied mix and a complex nature. May supervise one or more Trust Associates. Supervisory Responsibilities: May lead one or more employees performing similar ... Summary: Responsible for independently representing our company in its fiduciary capacity as Trustee, Executor, or Agent under various...under various forms of agreement. Will serve as a Trust Officer with responsibility for selling trust … more
- Vanguard (Malvern, PA)
- …+ Coordinates trust accountings. + Advise on corporate governance requirements for fiduciary activities of a trust company. + Leads the drafting and ... Responsibilities: + Supports trust administration, including analysis of administrative requirements and...for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients'… more
- AON (Chicago, IL)
- …lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues ... in directors' and officers' (D&O), employment practices liability (EPL), fiduciary , crime, and kidnap, ransom, and extortion (KRE). FSG...needs of our clients. Skills and experience that will lead to success + Attention to detail, ability to… more
- Wells Fargo (San Diego, CA)
- …worldwide. Through Wells Fargo Private Bank, WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust services ... to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams...**About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo… more
- M&T Bank (Williamsport, PA)
- …or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust / fiduciary experience FINRA Series 7, 63 and 65 or 66 ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts or… more
- Truist (Atlanta, GA)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... Specific activities may change from time to time. * Lead and manage one or more Truist Wealth Team's...and an advanced working knowledge of retail banking and trust and fiduciary services * Advance and… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... undue risk. **What you'll be doing** As a hands-on Lead Software Engineer/Architect in technology architecture, you will architect...self to work, and you live our values - trust , teamwork, and accountability. _At CIBC, we enable the… more
- North Carolina Central University (Durham, NC)
- …auxiliary enterprises, policy matters, work order coordination, inventory and fiduciary responsibilities, university chargebacks, and the university event planning ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more