- KeyBank (Plymouth Meeting, PA)
- … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the ... Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for...25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively… more
- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of ... for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person...and tools, retirement planning) + Maintains deep expertise in fiduciary , investment, tax, and other related wealth … more
- Citigroup (Charlotte, NC)
- …audits and assessments of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize ... The Senior Auditor is an intermediate level role responsible...wealth and investment products/services. + Basic understanding of fiduciary principles and regulations (ie OCC Regulation 9, Investment… more
- KeyBank (Elkhart, IN)
- **Location:** 300 Nibco Parkway, Elkhart Indiana **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience ... Key Private Bank ultra-high net worth clients with Key's Family Wealth Office and Core Private Bank...clients to advise on age milestone, life events, and children/ wealth planning opportunities. + Partner with Fiduciary ,… more
- Charles Schwab (Phoenix, AZ)
- …helping us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you ... impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
- KeyBank (Cleveland, OH)
- …Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or ... performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. **Responsibilities** +… more
- Deloitte (San Juan, PR)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- First National Bank of Omaha (Overland Park, KS)
- …and generational. **About This Role:** **The Opportunity** As the **Head** **of Private Wealth ** **Advisory** , you will be the senior leader responsible for ... with **$5MM+ in investable** **assets** . You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning,… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal,… more
- US Bank (Seattle, WA)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- City National Bank (Los Angeles, CA)
- *INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across… more
- Robert Half Accountemps (Long Beach, CA)
- Description Senior Tax Manager (CPA) Location: Long Beach, CA Employment Type: Full-Time Position Overview We are seeking an experienced Senior Tax Manager (CPA) ... and estates, high-net-worth individuals, and complex tax planning. The Senior Tax Manager will serve as a trusted advisor...+ Provide strategic tax planning for estate, gift, and wealth transfer matters + Serve as primary point of… more
- S&P Global (Centreville, VA)
- …the long-term design of the team. This role reports directly to senior leadership and partners closely with Finance, People, Technology, and divisional business ... oversight of payroll governance, internal controls, audit readiness, and fiduciary responsibilities across all jurisdictions. + **Vendor & Technology Management:**… more