- Comerica (Wilmington, DE)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ... These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business… more
- Comerica (Charlotte, NC)
- …& Governance * Develop and implement the overall strategy for the fiduciary guidance organization, aligning with the organization's strategic objectives. * ... strong relationships with key clients, acting as a trusted advisor on fiduciary matters and during complex...practices and account management. * Develop and manage the fiduciary guidance budget, ensuring efficient allocation of… more
- Regions Bank (Indianapolis, IN)
- …(MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ... system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition...regulatory and tax matters relating to the administration of trust accounts + Demonstrated knowledge of fiduciary … more
- Truist (Charlotte, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...Utilize other specialist where appropriate. + Provide financial planning guidance in the areas of estate planning, estate administration,… more
- First National Bank of Omaha (Fort Collins, CO)
- …existing customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial ... Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit...industry. + Ability to provide basic investment advice and guidance to customers adhering to all fiduciary … more
- NBT Bank (West Hartford, CT)
- … and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... relationships with clients and their children, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality client… more
- BMO Financial Group (Chicago, IL)
- …with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory ... Represent the US AML Governance unit in forums. + Provides advice and guidance to assigned business/group on implementation of solutions aligned to regulatory risk… more
- Edward Jones (St. Louis, MO)
- …applicable laws and regulations. *This position is known internally as a Senior Trust Advisor Edward Jones' compensation and benefits package includes medical ... legal or financial services experience required; + Knowledge of trust principles, including: fiduciary responsibilities, gifting, ...**What Could Set You Apart:** + Ability to provide guidance to branch teams on how to identify clients… more
- Citizens (Johnston, RI)
- …with advanced Broker-Dealer, Registered Investment Advisor , 12 CFR 9 Trust and Fiduciary business, including exposure to Alternative Investments and ... Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and… more
- Administrative Office of the US Courts (Washington, DC)
- …the Federal Protective Service, and US Marshals Service. DAS has budgetary and fiduciary responsibility for $10 billion in annual appropriations. The duties of the ... Coordinating the annual performance management and performance award processes; providing guidance , deadlines, and timely reminders to the department's managers to… more