Senior Trust & Wealth Management Advisor
Bank of America
Bank of America in Kansas City is seeking a Trust Officer responsible for managing fiduciary and investment management accounts for high-net-worth clients. Key responsibilities include overseeing complex investment accounts, ensuring compliance with regulatory requirements, and engaging with clients to assist in wealth planning. The ideal candidate has a minimum of five years of trust administration experience and strong communication skills. The position offers a stable work environment with opportunities for career growth. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust & Wealth Management Advisor in Kansas City, MO vacancy
$65k - $95k
...Wealth Management Consultant - Commerce Trust Apply ( locations MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Bank Building (1000 Walnut... ...Representative/Wealth Management Consultant & Senior Consultant – CTC job and contemplates a wide range of...SuggestedFull timeLocal areaShift workCommerce Bank
Kansas City, MO5 days ago- ...Senior Java Developer (Public Trust or Secret Clearance Required) Xinnovit is a global leader in technology consulting, outsourcing, and workforce management solutions. Our mission is to enable our clients to become more agile and competitive with the help of innovative...Senior
Xinnovit
Kansas City, MO4 days ago $102.5k - $187.9k
ServiceNow Senior Consultant - IT and Operational Technology (OT) Asset Management Location: Anywhere in Country At EY, we’re all in to shape your future with confidence... ...people, society and the planet, while building trust in capital markets. Enabled by data, AI and...SeniorSummer holidayWorldwideFlexible hours$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...and in the future. As a Senior Manager, you'll work as part... ...and stakeholders to build trust. Uphold the firm's code... ...problems Serve as a strategic advisor, leveraging specialized...SeniorFull timeH1bLocal areaOverseasPwC
Kansas City, MO5 days ago$119k - $163k
A reputable financial institution in Kansas City is seeking a Trust Counsel responsible for overseeing legal and regulatory compliance in trust administration. The ideal candidate must possess a Juris Doctor degree, active bar license, and at least 5 years of legal experience...Senior$184.6k - $309.65k
...education, and science and technology. As the office lead you will manage the local strategic plan, be responsible for project and office... ...and strategically grow our market share Build and sustain trusted client relationships; serve as the “face of the company”...SeniorWork experience placementWork at officeLocal areaRelocationFlexible hours$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...and in the future. As a Senior Manager, you'll work as part... ...and stakeholders to build trust. Uphold the firm's code... ...problems Serve as a strategic advisor, leveraging specialized...SeniorFull timeH1bLocal areaOverseasPwC
Kansas City, MO5 days ago- ...Description This job is responsible for managing a book of fiduciary and investment management... ...of complex investment management and trust accounts and working with team members to... ...development and retention, assisting clients with wealth planning needs, and managing risk....SeniorWork at officeShift workDay shift
$147.4k - $336.8k
...responsibilities There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax... ...current market trends, to maintain your credibility as a trusted advisor Building client relationships and demonstrating your deep...SeniorSummer holidayFlexible hours$147.4k - $336.8k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...financial institutions are trusted and flourish, and the... ...practices. As a Real Estate Tax Senior Manager, we will look to... ...your credibility as a trusted advisor. Building client...SeniorSummer holidayFlexible hours- Orix Corporation USA is seeking a Senior Associate in Overland Park, Kansas, to oversee the administration of a complex third-party servicing portfolio. The role involves monitoring property performance, coordinating loan onboarding, and ensuring compliance with investor...Senior
- QTS Realty Trust is looking for a Senior FP&A Analyst to join their Finance Team in Overland Park, Kansas. This role is essential for partnering with leadership to achieve financial objectives through meticulous budget development, analysis, and reporting. The ideal candidate...Senior
$93k - $123.5k
A prominent financial institution is seeking a Product Manager - Wealth Management in Kansas City. This role focuses on leading investments initiatives, creating strategic business plans, and delivering product roadmaps. Candidates should possess a Bachelor's degree in...Senior- ...Job Title Senior Property Manager Job Description Summary Responsible for the management of the Property Management staff as well as to oversee a significant portfolio or property and to serve as a point person on third-party relationships Job Description...SeniorMinimum wageContract workWork at officeFlexible hours
Cushman & Wakefield
Overland Park, KS5 days ago $75k - $80k
...WinnCompanies is in search of a dynamic Senior Property Manager II to join our team supporting multiple Low Income Housing Tax Credit and Project-Based Section 8 properties totaling up to 400 units throughout Missouri. In this role, you will plan, control, and direct...SeniorWork experience placementWork at officeLocal areaMonday to FridayWeekend workWinnCompanies
Kansas City, MO3 days ago$85k - $100k
...PCG is seeking an experienced Senior Internal Auditor for its' corporate operations... ...operating efficiencies. Working with Management on scheduling, planning, and executing operational... ...relationships, and earn the respect and trust of branch / operations management....SeniorFor contractorsLocal areaFlexible hoursPerformance Contracting Group, Inc.
Lenexa, KS3 days ago$65k - $80.2k
Wealth Management Advisor-Douglas Square page is loaded## Wealth Management Advisor-Douglas Squarelocations: Lees Summit, MOtime type: Full timeposted... ...and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner...Temporary workWork experience placementLocal area- A registered investment advisory firm in Overland Park is seeking a dedicated professional for a senior-level role focused on managing high-net-worth client relationships. The ideal candidate will have over 5 years of client-facing experience, a strong track record in processing...Senior
- ...For 100 years, Bank of Labor has been a trusted financial partner for businesses in the... ...maintaining strong internal controls, risk management, and regulatory compliance, ensuring... ...strength and a future of opportunity. SENIOR INTERNAL AUDIT MANAGER JOB SUMMARY:...Senior
Bank of Labor
Mission, KS5 days ago - North American Savings Bank (NASB) is seeking a Senior Commercial Loan Closer to join their Commercial & Construction Loan Servicing team. This role involves closing commercial and residential construction loans, ensuring compliance with bank regulations. The ideal candidate...SeniorFlexible hours
- A major insurance brokerage in Kansas City is seeking an experienced professional to oversee client servicing, provide expert guidance, and maintain strong internal and external relationships. Ideal candidates will possess over 7 years of client services experience, a bachelor...Senior
- Block Real Estate Services, LLC is looking for an experienced Commercial Property Manager in Kansas City. The ideal candidate will have more than 5 years of experience in warehouse, industrial, retail, or office management, along with proficiency in Yardi software. Responsibilities...SeniorWork at office
- Compass International Holdings is seeking a qualified Escrow Officer to manage the escrow process efficiently. You will work closely with agents, clients, and various industry professionals to ensure all transactions are completed accurately and on time. The ideal candidate...SeniorWork at office
$77k - $202k
...As an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting... ...meaningful client connections and learning how to manage and inspire others. You will navigate... ...thoughtfully to establish a secure and trusted workplace for all. Applications will...SeniorFull timeH1bPwC
Kansas City, MO4 days ago$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager to join their dynamic team. This role involves leading diverse tax planning projects, providing reliable tax advice to clients, and supervising a professional team. Candidates should possess a Bachelor's degree in Accounting...Senior- ...collaborate with underwriting, claims, risk management, and other cross-functional teams to... ...solutions to clients. Work alongside senior staff to develop high-quality communication... ...CBZ) is a leading professional services advisor to middle-market businesses nationwide....SeniorFor contractors
CBIZ
Kansas City, MO4 days ago - ...Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well... ...changes to coverage plans Engages in Client strategy meetings to manage insured expectations for upcoming term Develops and...SeniorWork at office
Lockton, Inc.
Kansas City, MO1 day ago - A global consulting firm is seeking a ServiceNow Senior Consultant with strong leadership and client management skills to provide innovative IT/OT asset management solutions. The ideal candidate will have a Bachelor's degree in Computer Science or a similar field, along...SeniorFlexible hours
- ...An engineering and consulting firm is seeking a Principal Consultant in Overland Park, KS to lead integrated resource management projects. You will deliver innovative solutions to client issues, utilizing tools like PLEXOS and EnCompass for energy market modeling. The...SeniorFlexible hours
Black & Veatch
Overland Park, KS3 days ago - ...Business Analyst Lead in Kansas City, Kansas, to provide senior-level support for IT portfolio management and lead analyst teams. This role involves serving as... ...strong leadership skills, and eligibility for Public Trust clearance. Responsibilities include leading CPIC...Senior
ITCON Services
Kansas City, KS3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Wealth Management Advisor. Be the first to apply!
Related searches
- wealth management consultant Kansas City, MO
- wealth management advisor Kansas City, MO
- wealth manager Kansas City, MO
- senior cost analyst Kansas City, MO
- senior program specialist Kansas City, MO
- senior manager quality engineering Kansas City, MO
- senior software test automation engineer Kansas City, MO
- senior design technologist Kansas City, MO
- senior director quality Kansas City, MO
- senior director of development Kansas City, MO