- KeyBank (Cleveland, OH)
- … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the ... Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) 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
- Citigroup (Jacksonville, FL)
- The Senior Auditor is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... overall objective of this role is to support the Fiduciary Subject Matter Expert Team. The individual in this...of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately… more
- KeyBank (Seattle, WA)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax, and other related wealth ...in fiduciary , investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary … more
- Deloitte (New York, NY)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- Deloitte (Atlanta, GA)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- KeyBank (Tarrytown, NY)
- …team interactions. The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading ... the Americas - New York, New York 10019 The Family Office Director is a senior advisor...for uhnw families * Owns the implementation of the Family Wealth onboarding plan * Serves as… more
- M&T Bank (Wilmington, DE)
- …manager or Leadership Development Manager-MDP. **Department Descriptions:** Wilmington Trust's Family Wealth platform provides comprehensive wealth ... Responsibilities:** This role will entail providing support directly to the President of Family Wealth , Eastern Region and her team to grow and expand… more
- US Bank (Des Moines, IA)
- …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
- Citizens (Wilmington, DE)
- … account administration and client relationship management within a Private Wealth environment. + Experience with fiduciary investment concepts, analytics ... Description The Senior Trust Officer (STO) is responsible for advising...needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration… more
- NBT Bank (Manchester, NH)
- …will partner with regional law firms and tax professionals to enhance our Wealth Management presence and name recognition . Education and Experience: + Bachelor's ... The Senior Trust Advisor will manage a portfolio of...Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will… more