- Whittier Trust Company (Menlo Park, CA)
- …retirement plans. Primary Responsibilities Work knowledge of legal documents in trusts, estate planning and finance, including trust agreements, deeds, powers of ... Overview Join to apply for the Vice President, Client Advisor role at Whittier Trust Company Whittier Trust is the oldest privately owned multi-family office… more
- The Whittier Trust Company (Menlo Park, CA)
- …The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of ... Park Office 525 Middlefield Rd STE 110 Menlo Park, CA 94025, USA Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast,… more
- Heritage Bank (Bellevue, WA)
- …- $141,236.00 - $169,491.00 annual Depending on qualifications and experience, Commercial Banking Officer II or III may be considered. At Heritage Bank, we work ... to join our organization! We are seeking an experienced c ommercial banking officer to join our Bellevue Commercial team. This position provides a full range… more
- San Diego State University (San Diego, CA)
- Chief Financial Officer Req No: 2025-19761 Category: Accounting/Finance Type: Full-Time Central Staff Salary: $16,667.00 - $19,583.33 Close Date: Overview This ... director of facilities planning & management to optimize the use of real‑ estate assets, maximize returns, and support the university's research mission. Through… more
- Pennington Partners & Co. (Baltimore, MD)
- Chief Financial Officer (CFO) About the Firm Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented ... funds, and affiliated entities, Pennington is seeking a Chief Financial Officer (CFO) to oversee firmwide financial management, fund operations, and strategic… more
- Chicago Shakespeare Theater on Navy Pier (Chicago, IL)
- …annually. We are open to discussion concerning compensation. The Chief Financial Officer (CFO) is a strategic, forward-thinking leader with significant experience to ... equipment, furniture, etc. contained within the building. * Manage the theater's real estate affairs consisting of leases with Navy Pier and warehouse. * Ensure that… more
- San Diego State University Research Foundation (San Diego, CA)
- Overview San Diego State University Research Foundation Chief Financial Officer US-CA-San Diego Job ID: 2025-19761 Type: Full-Time Central Staff # of Openings: 1 ... Planning & Management to optimize the use of real estate assets, maximize returns, and support the university's research...connect with diverse audiences, lead through influence, and build trust across teams. You excel in financial and operational… more
- Chicago Shakespeare Theater (Chicago, IL)
- …the equipment, furniture, etc. contained within the building. Manage the theater's real estate affairs consisting of leases with Navy Pier and warehouse. Ensure that ... of the balance sheet and financial performance to develop and maintain trust with senior management, key internal and external stakeholders, the Boards of… more
- The Pew Charitable Trusts (Washington, DC)
- …Head of Global Talent Acquisition at The Pew Charitable Trusts and Election Trust Initiative, LLC Department Overview The Workplace Services (WPS) Department is a ... President reports to the Executive Vice President, Chief Financial Officer and Chief Operating Officer and is...culture of the organization. This role oversees facilities, real estate both owned and leased, conferences and events, and… more
- Bespoke Private Service (San Francisco, CA)
- Chief of Staff Job Description Reports To : Chief Operating Officer and Principal Work Schedule : Full-Time, On-Site with regular travel to family properties as ... to serve as the operational leader, partnering with the Chief Operating Officer on strategic direction while managing daily coordination across household, travel,… more
- JPMorganChase (San Francisco, CA)
- …Responsibilities Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing ... alternative investments, including Hedge Funds, Private Equity and Real Estate ABOUT US JPMorganChase, one of the oldest financial...- SVP Citi Wealth at Work - Investment Relationship Officer - Officer Director, HNW Investment Counselor… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May… more
- City National Bank (Wilmington, DE)
- … position, responsible for supporting the asset management and administration of Trust Real Estate , Closely Held Businesses, and Mineral/Oil/Gas interests held ... *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is...account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative… more
- City National Bank (Wilmington, DE)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate , closely ... expertise and coordinating communication with colleagues, clients, tenants, managers/general partners/ officer , and 3rd party service providers around activities and… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Sr. Trust Officer - Team Lead Canandaigua National Trust Company Florida Location: Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida ... service that builds long-term relationships. What does a Sr. Trust Officer - Team Lead do? The...Trust Company Florida (CNTF) is responsible for providing trust and estate services to customer relationships… more
- Chemung Canal Trust Company (Elmira, NY)
- …+ Paid time off + Employee Assistance Program and more! Job Title: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan ... continuation or declination of application. + Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve… more
- State of Indiana (Indianapolis, IN)
- …by the Director of Real Estate Production and/or Chief Real Estate Development Officer . Critical Knowledge, Skills, and Abilities: + Proficient knowledge ... Real Estate Investment Underwriter Date Posted: Jan 7, 2026...tax-exempt bonds, HOME Investment Partnership Program, the National Housing Trust Fund, and the Indiana Affordable Housing Development Fund.… more
- First Horizon Bank (Houston, TX)
- …Horizon Bank, you will play a vital role in supporting the Commercial Real Estate Syndications Officer in the structuring, marketing, and execution of syndicated ... commercial real estate loan transactions. The ideal candidate will have at...deal structuring, and risk assessment. **Key Responsibilities:** + Assist Officer in the preparation and review of underwriting materials… more
- Wells Fargo (Winston Salem, NC)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
