LawCrossing Archives are an incredible resource that will assist you in tracking down and locating employers that are likely to hire someone like you—regardless of whether they have current openings. Reviewing archived jobs is one of the smartest ways to find employers that have hired and needed people like you in the past—and may likely need someone like you again. Go here to learn from a top legal recruiter how the LawCrossing Archives can benefit your legal career.
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r
Wealth Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r
Wealth Management TC Fiduciary Relations Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Issue
Corporate Trust Senior Transactions Manager - TMG The candidate will review highly complex specialized deals transactions / structures aligned to a business or multiple product segment from initiation through closing. Will be a key liaison with outside counsel and in conjunction with Client and Business Development may drive and take lead in negotiation of the terms of the structure. Serve as primary contact with internal and external parties on new and existing transactions
Senior Manager, Advanced Sales The candidate will be responsible for guiding team performance towards stated company, department and team goals. Will hire and develop staff, initiate performance reviews, manage budget. Train and educate for wholesalers, sales leaders and producers on Advanced Sales topics. Assist company's financial representatives with their complex cases ranging from providing answers to technical questions, assisting the producer in eliciting appropriate
WM Senior Fiduciary Advisory Specialist (LO) Duties: Primary contact for coordination for Investment and Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, mul
WM Senior Fiduciary Advisory Specialist (LO) Duties: Primary contact for coordination for Investment & Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multipl
WM Senior Fiduciary Advisory Specialist (LO) Duties: Primary contact for coordination for Investment & Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multipl
Director, Private Wealth Advisor Duties: Effectively expand client relationships to grow revenue to achieve sales targets through increasing share of wallet through the acquisition of increased investment, loan , deposit, financial planning , mortgage or client centered services. Expand banking and investment services to affiliated family members, friends or advisors. Seek introductions and referrals from client to grow your business practice. Plan client calls effectively a