Trusted Fiduciary Advisor: Special Needs Trust
$96.5k - $207.5kFifth Third Bank
Fifth Third Bank is seeking a Trust Advisor for their Special Needs Trust team in New York, New York. This role involves providing fiduciary expertise, managing trust accounts, and ensuring compliance with legal requirements. The ideal candidate will have a bachelor’s degree and at least 7 years of experience in trust administration. The bank offers a total base pay range of $96,500 to $207,500 annually along with comprehensive benefits. #J-18808-Ljbffr Fifth Third Bank
$96.5k - $207.5k
Fifth Third Bancorp is seeking a Special Needs Trust Advisor in New York, NY. This role entails administering Special Needs Trusts and providing fiduciary expertise while ensuring compliance with legal standards. You will develop client relationships, support growth strategies...Special needs- Fifth Third Bank is seeking a Trust Advisor for their Special Needs Trust team in New York, NY. This role involves administering Special Needs Trusts and providing fiduciary expertise to clients. Ideal candidates will have a Bachelor's degree and at least 7 years of experience...Special needs
$96.5k - $207.5k
Fifth Third Bank, N.A. in New York, New York, seeks a dedicated SNT Trust Advisor to manage Special Needs Trusts and develop client relationships. This position requires a Bachelor’s degree and extensive experience in trust and estate administration. Offering a competitive...Special needs$96.5k - $207.5k
...in banking at Fifth Third Bank. General Function The Special Needs Trust (SNT) team is responsible for administering Special Needs... ...serving individuals with impairments. The SNT Trust Advisor will provide fiduciary expertise and deliver high‑quality fiduciary solutions...Special needsWork at office$96.5k - $207.5k
## Trust Advisor - Special Needs TrustApplylocations: New York, NY: Newport Beach, CA: Long Beach, CA: Wilmington, DEtime type: Full timeposted... ...individuals with impairments. The SNT Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to...Special needsWork at office$110k - $150k
...individual investors including Blackstone Real Estate Income Trust, Inc. (BREIT). Blackstone Real Estate also operates one of... ...and workflow efficiency.* Assist with ad hoc analysis and special projects as needed.**Qualifications*** BS or above in Accounting or Finance.*...Special needsWork at officeLocal areaFlexible hours$102.36k - $190k
...About the Role A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective... ...the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a...Work experience placementWork at officeImmediate start$98.1k - $210k
...America is seeking a professional to manage fiduciary and investment management accounts for... ...the administration of complex investment trusts, ensuring compliance, and engaging with clients to address their wealth planning needs. The ideal candidate will have at least five...- Ankura’s Trust and Mass Torts team has extensive experience providing strategic advice to... ...structured, defensible processes for fiduciaries, courts, and stakeholders in high-volume... ...if you have a disability and believe you need a reasonable accommodation to search for...Flexible hours
$122.54k - $208.72k
TEAM LEAD TRUST AND ESTATE ADMINISTRATION Responsible for managing... ...objectives. Handle trust accounts of special significance, especially those... ...or rejection of potential fiduciary responsibilities for the... ...certifications. WHAT DO YOU NEED TO SUCCEED? Required Qualifications...Special needsWork at office- Insight Enterprises, Inc. is seeking a Sr Field Architect in New York, NY, to serve as a technical advocate and trusted advisor for clients. This role involves developing proposals, managing technical relationships, and addressing business challenges with a wide technology...Remote work
$155.49k - $194.36k
...technical stakeholders. The position includes developing deal strategies, providing tailored product demonstrations, and acting as a trusted advisor during the sales process. Expected OTE ranges from $155,488 to $194,360, with compensation affected by location and experience....$115k - $270k
...Management, Goldman Sachs Trust Company, Co-Head of... ...You are a senior fiduciary professional capable of... ...clients, beneficiaries, advisors, and internal stakeholders... ...Management (PWM) specializes in creating comprehensive... ...services. As client needs evolve, this close relationship...Special needsFull timeTemporary workPart timeWork at office$38.25k - $61k
Santander Consumer USA Inc. seeks a Relationship Banker in New York to serve as a trusted advisor to customers. The role involves building relationships, understanding financial needs, and promoting banking products. The ideal candidate will have strong sales and customer...- ...and provide data analysis regarding the impact of grantmaking focused on Women and Girls of Color. This full-time, remote-capable position offers the chance to contribute to trust-based philanthropy practices and collaborate with various departments. #J-18808-Ljbffr...Full timeRemote work
- Trust Case Manager - Contract Position (Remote) We are seeking a highly skilled RN Trust Case Manager to support beneficiaries of special needs trusts with compassionate, coordinated, and efficient case management services. This is a fully remote contract role with occasional...Special needsContract workFor contractorsWork at officeRemote work
- ...other specific business and organizational needs. As a candidate, you are encouraged to... ...: The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts... ...Qualifications: Certified Trust and Fiduciary Advisor (CTFA) Physical Requirements: Never...Work experience placementWork at officeLocal areaWork from homeFlexible hours
$82.1k - $137.9k
...Dun & Bradstreet is hiring a trusted advisor for their solutions in the United States. The role involves managing client relationships, negotiating complex sales deals, and achieving revenue targets through effective account planning and prospecting. Candidates should...$171k - $248k
...serve as the primary strategic partner to leaders within Google's Trust and Safety (T&S) pillars. You are a key architect of strategy... ...'s EEO Policy and EEO is the Law. If you have a disability or special need that requires accommodation, please let us know by completing...Special needsFull time- ...A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate...
$54.8k - $75k
...Risk Strategies is seeking an Account Manager to serve as a trusted advisor for Personal Lines clients in the United States. The ideal candidate will build and maintain relationships while managing client accounts and developing new business opportunities. The role requires...$172.1k - $305.6k
A technology company seeks a Trust & Safety Program Manager in New York to lead initiatives in financial fraud prevention. Responsibilities include managing the fraud prevention lifecycle, defining actionable requirements, and collaborating with various teams. Candidates...$94k - $175k
...Meeting PennsylvaniaJob DescriptionThe Sr. Fiduciary Advisor is primarily responsible for fulfilling... ...of family relationships and the needs of current clients as well as beneficiaries... ...serves as trustee.Identifies a potential trust and estate tax-related issues and works...Work at officeFlexible hours- ...customers. In this role, you will build relationships, act as a trusted advisor, and guide clients on their technical roadmap across areas... ...accounts receivable status of each account and assist where needed for any delinquencies. Attain the annual sales quota established...Temporary workWork experience placementRemote work
$10k
...American has the tools and resources they need to thrive. About The Role Propel... ...Medicaid) enroll in health care plans. We specialize in Dual‑Eligible Special Needs Plans... ...the next 24 months. As a Medicare Advisor, you will be a trusted expert, helping users compare...Special needsWork at officeRemote workFlexible hoursShift workWeekend work- ...SmartAsset is the largest investor‑to‑advisor marketplace in the U.S. We help... ...Vision plan options through trusted national carriers—so you can choose what fits your needs. Life & Disability Protection:... .... If you have a disability or special need that requires...Special needsRemote workHome office
- Un établissement bancaire à New York recherche un(e) conseiller(ère) bancaire pour traiter des transactions et conseiller les clients sur divers produits financiers. Le candidat idéal doit avoir un diplôme de niveau secondaire, une exp érience en interaction avec les clients...
- Une banque de premier plan aux États-Unis recherche un(e) représentant(e) du service client pour traiter les transactions, fournir des conseils financiers et établir des relations solides avec la clientèle. Les candidats doivent avoir un diplôme de lycée ou GED et au moins...
- ...Board committees, and external stakeholders, and act as a trusted independent advisor who can challenge initiatives that exceed approved risk... ...making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know. #J-1880...Special needsLocal area
- ...customers on various banking products, analyze their financial needs, and assist in opening accounts. Participation in community events... ...strong sales and communication skills to foster customer trust and satisfaction in all transactions. #J-18808-Ljbffr Valley National...
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