Senior Trust & Fiduciary Advisor
Nuveen
Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client satisfaction for high net-worth clients. You will interact with clients, agencies, advisors, and partners on laws and options concerning trusts and estate matters. The role involves administering and growing Trust, Investment Agency and Custody accounts, participating in committees, and collaborating with Portfolio Managers and Wealth Advisors to deliver #J-18808-Ljbffr Nuveen
- ## Fiduciary Advisor SrApplylocations: KY - Louisville (40202)time type: Full timeposted on: Posted... ...in-depth understanding of how types of trusts operate individually and together to or... ...analysis and recommendations for senior management or committee review. Serves...SeniorFull timeTemporary workPart timeWork experience placementWork at office
- PNC Financial Services Group, Inc. seeks an experienced Fiduciary Advisor to support complex fiduciary accounts, execute trust and planning documents, and ensure regulatory compliance. The role requires strong risk management and client communication. Based in Cleveland...SeniorWork at office
- ...experienced investment professional to manage portfolios and advise clients, ranging from individuals to institutions, while upholding fiduciary standards. The role spans investment research, strategy development, client presentations, and collaboration with Wealth...Senior
- JPMorgan Chase & Co. in the United States seeks a Control Manager Senior Associate within the Consumer and Community Banking Trust and Security Organization. You will identify and mitigate compliance and operational risks while collaborating with executives to design robust...Senior
- PNC Financial Services Group, Inc. invites applications for a Senior Fiduciary Advisor in Louisville, KY. This in-office role supports the Private Bank, handling complex fiduciary accounts and high-profile relationships while ensuring compliance with fiduciary regulations...SuggestedWork at office
- Northern Trust's Global Family Office (GFO) is hiring a Senior Credit Portfolio Manager in Chicago to manage credit product risk and profitability for a portfolio... ...preparation and execution with banking advisors Collect client information, complete financial-statement...SeniorRotational programWork at office
$112k - $228.8k
## Fiduciary Advisor IIIApplylocations: OH - Cleveland (44114): PA - Philadelphia: OH - Cincinnatitime... ...degree of knowledge regarding types of trusts and how they operate both individually... ...analysis and recommendations for senior management or committee review. Escalates...Full timeTemporary workPart timeWork experience placementWork at office- HighTower Advisors, LLC is seeking a Senior Wealth Advisor to deliver personalized, fiduciary guidance and comprehensive financial planning for our clients within the Hightower... ...estate planning discussions, while building trust with prospects and existing clients in a...Senior
- The Senior Advisor, Learner Experience is a strategic change management lead responsible for shaping how learning, skills taxonomy, and development... ...growth, career development, and talent actions.Act as a trusted advisor to HR partners and business leaders on learner...Senior
$110k - $135k
Washington Trust Weybosset Street, 10 Weybosset Street, Providence... ...skilled and client-focused Senior Financial Planner to join our... ...clients. You’ll serve as a trusted advisor and subject matter expert,... ...trust and estate planning; fiduciary trustee experience is a plus....SeniorTemporary workWork at office$202k - $303k
The Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA), serves as a strategic regulatory advisor and subject matter... ...intelligence materials for diverse stakeholder audiencesServes as a trusted advisor to the Vice President and Chief Regulatory Operations...SeniorFull timeContract workTemporary workFor contractorsFor subcontractorWork at officeLocal areaImmediate start- TIAA, together with Nuveen, seeks a Lead Trust Administrator to lead a team responsible for... ...for affluent clients. You will guide fiduciary decisions, ensure compliance with risk controls, and collaborate with Wealth Advisors to grow key client relationships. Ideal candidates...Senior
- Northern Trust Corp seeks a Relationship Advisor in Houston to manage fiduciary and agency client relationships, delivering high-quality fiduciary services in collaboration with the service team. You will guide clients on goals-based wealth management and coordinate with...Senior
$300k - $400k
...its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and fiduciary tax matters. Candidates must be licensed to practice law in Illinois. The position...SeniorPrivate practice- TIAA is seeking a Lead Trust Administrator in Charlotte to lead a team of Trust Administrators... ...high-net-worth clients. You will guide fiduciary strategy, develop processes, and ensure... ...outcomes while partnering with Wealth Advisors. The role emphasizes governance, risk...Senior
- ...established Winter Park law firm, seeks an experienced Probate and Trust Administration Paralegal to support the Wills, Trusts and... ...administration, including drafting court pleadings, asset inventories, fiduciary communications, and fiduciary accountings. We offer competitive...Senior
$116.2k - $229.1k
...Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients... ...their organizations. We are seeking a motivated and analytical Senior Consultant to join our Operational Finance Transformation team...SeniorLocal area$112k - $179k
Responsibilities Peraton is currently seeking a Senior Contracts Administrator to support our Citizen Security & Public Services portfolio... ...negotiations between company and outside sources. Fosters trusting relationships with internal and external customers. Ensure the...SeniorContract workWork experience placementLive inShift work$175k - $205k
...our talented team of activists, lawyers, and organizers. Senior Communications Advisor THE OPPORTUNITY For decades, the right invested billions in... ...how to insert your principal’s voice into breaking news. A Trusted Resource and Relationship Builder. You are intentional...SeniorWork at officeShift work3 days per week$134k - $174k
...Human.Salary Range:$134,000.00 - $174,000.00What’s the role? The Senior Program Manager, Risk & Fraud will design, lead, and... ...Operations to strengthen our controls, reduce loss, and protect a safe, trusted experience for Etsy’s buyers and sellers. This team balances sharp...SeniorFull timeWork at officeLocal areaVisa sponsorship$100k - $150k
...this is the right place to build a fulfilling career.Join us as a Senior Recruiter, Investor ServicesAs a Senior Recruiter, Investor... ...your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive...SeniorFull timeLocal areaFlexible hours- ...technology investments to business outcomes. You will partner with senior leaders to drive financial discipline, transparency, and... ...appropriate course of action, and escalate when necessary.Build trusted relationships with supported functions and clients; lead ad-hoc...SeniorWork at officeFlexible hours
$96.2k - $125k
...driving financial excellence and innovation. We are seeking a Senior Advisor Safety to join our team — a role that sits at the heart of... ...protect our people, our assets, and our communities. If you are a trusted technical leader who thrives on making a lasting difference...SeniorFull timeTemporary workFor contractorsWork at officeLocal areaImmediate startWork from homeRelocationVisa sponsorshipFlexible hours$155.6k - $306.8k
...2026. Key job responsibilities include: Guidance and Support to Senior Business Leaders within the Firm Serves as liaison between firm... ...Strategy & Transformation, Cyber Defense & Resilience, Digital Trust & Privacy, Enterprise Security, and Cyber Operate services.Provides...SeniorContract workFor subcontractorWork at officeLocal area$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients... ...expertise. From operations to business partnering, we deliver trusted, efficient, and value-centric outcomes for global enterprises....SeniorLocal area- Santander Consumer USA Inc. is seeking a Financial Advisor to identify client financial needs, provide investment and insurance recommendations... ...within regulatory standards. The role involves acting as a trusted resource for clients, expanding relationships through proactive...Senior
- ...seeks a seasoned wealth planning professional to support Merrill advisors in addressing clients’ objectives across planning, philanthropy... ...to craft planning strategies. You will specialize in trust/estate planning, tax minimization, and risk management, staying...Senior
$108k - $216k
...PermanentCompany: WalmartPosition Summary...What you'll do...The Senior Manager, Technology Operations leads complex, cross-functional... ...teams to develop scalable solutions that strengthen marketplace trust, improve operational performance, and advance strategic business...SeniorFull timeTemporary workPart time$80k - $90k
...for all. The Position We’re looking to grow our team and hire a Senior Finance Associate. This role is an essential partner to our clients... ...strong client consultant working relationships rooted in trust and will operate with a flexible mindset that allows Salesberry...SeniorFull timeTemporary workSummer holidayRemote workHome officeVisa sponsorshipFlexible hoursWeekend work- Kennebec Savings Bank is seeking a Trust/Investment Relationship professional to manage and develop a portfolio of investment and trust clients. The role emphasizes fiduciary standards, cross-selling bank services, and coordinating with CFP, investment teams, and trust...
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