- Arrow Financial Corporation (Glens Falls, NY)
- …for an experienced professional to join the Trust & Wealth Services team as: Wealth Management Officer This opportunity may be perfect for you if you ... to Meet Deadlines About this position: Responsible for administration of Wealth Management accounts including providing excellent customer service, maintaining… more
- US Bank (Milwaukee, WI)
- …skills and discover what you excel at-all from Day One. **Job Description** As a Wealth Management Trust Officer you will be responsible for the ... administration, risk management and servicing of assigned fiduciary and investment ...functions are guided by our Standards of Excellence: **Trust Officer Excellence** . Interpret documents while applying fiduciary principles… more
- Citigroup (Miami, FL)
- …capabilities to support the goal of Wealth , which is to be the leading wealth management provider globally. As we embark on this journey, it is imperative to ... integral Internal Control organization. This role is responsible for the end-to-end management of issues for Wealth Chief Operating Office, including activation,… more
- Huntington National Bank (Cincinnati, OH)
- Description Summary: The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using ... internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: + Develops new and expands internal and external referral sources to grow mortgage business +… more
- US Bank (Des Moines, IA)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... and other regulatory compliance requirements - Basic project and information management skills - Ability to identify and resolve complex problems with… more
- JPMorgan Chase (Newark, DE)
- …Officer 's role to oversee the administration of the trust. **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will ... develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.… more
- Citizens (Tarrytown, NY)
- …a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is ... Compliance Officer for a portfolio of regulations related to investments/ wealth management /trust activities within Citizens Private Wealth . Providing… more
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Reno, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients! + **Trust Officer ** **:**...reside in Reno, Nevada, you are an experienced Trust Officer , Trust Advisor, or Wealth Investment Portfolio… more
- UMB Bank (Kansas City, MO)
- …+ Provide solution-oriented planning for high-net-worth clients. + Coordination of wealth strategy planning. + When appropriate, for accounts without an assigned ... Portfolio Manager, provide investment management services for clients, including assessment of the appropriate risk level for the client or trust, high level… more
- Citigroup (Irving, TX)
- …limits. The ** Wealth Residential Real Estate (RRE) Risk Policy Senior Officer ** provides independent risk policy and portfolio management oversight for RRE ... Wealth Management focused on delivering the... Wealth Management focused on delivering the full capabilities of...policies, both local and corporate. + Provide support to Wealth Management Residential Real Estate Risk Lead… more