- Wilmington Savings Fund Society (Wilmington, DE)
- …Mawr Trust , a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory ... services, investment management , trust and estate planning, brokerage and...corporate, and institutional clients through multiple integrated businesses. The Trust Officer will be responsible for daily… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …existing business while actively promoting additional services to current clients with Private Wealth Management . The Business Development Officer is also ... more. We are the region's locally headquartered bank and wealth management company. We are honored to...it's our mission and our purpose. The Business Development Officer is responsible for the development of new relationships… more
- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and... of overdrafts - is a plus JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (Rochester, NY)
- Come join a great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the ... counsel to resolve tax issues and partner with Wealth Advisors for new trust business. This... of overdrafts - is a plus JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: ... advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- Umpqua Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer...Phoenix, Arizona, you are an experienced Trust Officer , Trust Advisor, or Wealth … more
- CIBC (Chicago, IL)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc.,… more
- JPMorgan Chase (New York, NY)
- …the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial...Assist the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers… more
- JPMorgan Chase (Rochester, NY)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... services. You will work under the supervision of the Trust Officer in the administration of accounts,...in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of… more
- Bank OZK (Jacksonville Beach, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers...delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +… 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...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- Bank of America (Seattle, WA)
- Sr. Trust Officer Seattle, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Arrow Financial Corporation (Glens Falls, NY)
- … Management will oversee the management , direction, and development of the Wealth Management Division including Trust & Wealth Services, ... to maximize market opportunities. This position will report to the Chief Banking Officer . RESPONSIBILITIES: Oversee Wealth Management Division to establish… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience Branding ... with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This...overseeing the administration and business development of complex investment management and trust accounts and working with… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver… more
- Citigroup (New York, NY)
- …laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
- Morgan Stanley (Pasadena, CA)
- …SUMMARY:* The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth … more
- M&T Bank (Burlington, VT)
- …with the client on all trust matters and responsible for overall trust administration management . + Assess and manage risk, exercise fiduciary discretion and ... and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet … more
- Citizens (OH)
- …has an immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct ... focus on aspects of compliance and operational risk for Wealth Management . This includes aspects of material...RIA serving ultra-high net worth clients, 12 CFR 9 Trust and Fiduciary business, including exposure to Alternative Investments… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... values of our employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while ensuring performance objectives… more
