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The Sr. Trust Advisor, GFO (STA) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation. The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high-net-worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Provide day-to-day support to administration teams on all matters related to special assets; i.e., troubleshooting problems, working interdepartmentally with fiduciary administration, tax and legal.
ExpandUpdated 17 days ago - UpvoteDownvoteShare Job
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Typically 3-5+ years of relevant experience in trust administration or special assets valuation preferred. Periodically review and audit special assets holdings in trusts for which BMO is trustee. Serve as a subject-matter expert on real estate, closely held-business interests, promissory notes, mineral interests and other special assets.
$72,500 - $134,500Full-timeExpandUpdated 14 days ago - UpvoteDownvoteShare Job
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The Portfolio Services Department is a dynamic, fast-paced team that provides a broad spectrum of operational support to PPM and fiduciary oversight of its client investments and assets. Exposure to and demonstrative proficiency with third-party tools used in financial services such as: Bloomberg, ICE, Refinitiv, IHS Markit, Blackrock Aladdin or other portfolio accounting platforms.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Collaborate with the Managing Director of Personal Trust and the Chief Fiduciary Officer to set trust administration execution strategies. O In collaboration with the Managing Director of Personal Trust, the Chief Fiduciary Officer and in consultation with Private Bank Legal Counsel, lead sound fiduciary decision-making for all IM&T regions of the Bancorp.
Full-timeExpandUpdated 19 days ago - UpvoteDownvoteShare Job
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You may have some existing relevant experience in the fields of fund administration, audit or fiduciary services; This is where standout talent advances what’s possible in fund administration, corporate services, depositary services, transfer pricing, domiciliation, management company services, loan administration, agency services, trade settlement and CLO manager services.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. Institutional Asset Management (IAM) track: For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and Defined Benefit Retirement Solutions.
InternExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Must have a valid state license to practice law and at least five years as a lawyer with a full-time business litigation or fiduciary litigation practice. Manages and supports all aspects of matters assigned to the Fiduciary Litigation Division, including trust- or estate-related litigation and disputes typically involving assets under custody or management, customers, beneficiaries or related third parties.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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In addition to keeping abreast of regulatory, economic, and financial market trends, the Portfolio Manager will actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning.
Full-timeExpandUpdated 15 days ago - UpvoteDownvoteShare Job
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Significant experience handling commercial litigation (breach of contract, shareholder/LLC disputes, unfair competition, restrictive covenants, breach of fiduciary duty, fraudulent conveyance, asset purchase liability, professional negligence, breach of warranty, etc), real estate litigation, UCC disputes, construction litigation, product liability, trusts and estates disputes and/or appellate litigation.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Evaluates and provides recommendations regarding selection of policies, including but not limited to: Property, General Liability, Workers’ Compensation, Professional E&O, Directors and Officers, EPLI, Fiduciary, Cyber-risk policies, Aviation and any other required policies in place now or in the future.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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This is a full-time, hybrid litigation Attorney at Held Law Offices located in Chicago, IL. The litigation attorney will be focused on breach of fiduciary duty claims in probate and trust matters.
Full-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. What we are doing differently is educating investors on what fiduciary responsibility really means, at a time when it is more important than ever.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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With the diversity of their investments, they often take a broad range of products and services from Northern Trust including asset servicing (custody), fiduciary, fund administration, investment management and banking/credit.
ExpandApply NowActive JobUpdated 11 days ago
fiduciary job in Chicago, IL
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