- Wells Fargo (Wilmington, DE)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Senior Manager to oversee the delivery of its Trust ... Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and… more
- Charles Schwab (Austin, TX)
- **Your opportunity** The Senior Fiduciary Tax Manager is responsible for managing the tax preparation and all tax processes for all personal trust accounts. ... Trust Company follows the three lines of defense model of risk governance. The Senior Fiduciary Tax Manager is a first line of defense position and assures… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** The Senior Fiduciary Tax Manager (PL) is responsible for managing the tax preparation and all tax processes for all personal trust ... accounts. In addition, the Senior Fiduciary Tax Manager (PL) is responsible for the management of the tax team and tax vendor oversight. Charles Schwab Trust… more
- City National Bank (Wilmington, DE)
- …* In conjunction with Manager Regional Delaware Trust, the Senior Fiduciary Officer may confer with clients, administrators, co-trustees, beneficiaries ... * FIDUCIARY OFFICER SENIOR - Hybrid Schedule,...* FIDUCIARY OFFICER SENIOR - Hybrid Schedule, Wilmington, DE. * WHAT...to the Head of Trust and Estate Services or Manager Regional Delaware Trust. * Analyze trust instruments to… more
- Comerica (Charlotte, NC)
- Fiduciary Strategy Manager Ideate and create actionable plans to improve the overall trust organization and serve as a visionary for the trust organization to ... audits/assessments/reviews of operational processes and operating norms. Position Responsibilities: Fiduciary Strategy & Execution * Serve as primary point of… more
- PNC (Pittsburgh, PA)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Sr within PNC's Fiduciary organization, you will be based in… more
- Comerica (Charlotte, NC)
- Fiduciary Program Manager Ideate and create actionable plans to improve the overall trust organization through the creation and support of product lifecycle ... by managing risk across product and service activities. Position Responsibilities: Fiduciary Strategy Execution * Identify and work with platform enablement… more
- M&T Bank (Wilmington, DE)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior… more
- Lilly (Indianapolis, IN)
- …Bring the highest ethical standards, integrity, professionalism and commitment to fiduciary responsibility and join the Treasury team today! Lilly's Benefit Plan ... within Global Treasury, provides critical investment strategy development, implementation, fiduciary oversight, controllership, and cash management activities. The team… more
- NBT Bank (Manchester, NH)
- The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, agencies, endowments, ERISA plans and Investment ... Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance and direction to… more