Special Needs Trust Fiduciary Advisor
$96.5k - $207.5kFifth Third Bancorp
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, and oversee trust account management. The ideal candidate will have a bachelor's degree, 7+ years of trust experience, and a commitment to fiduciary responsibility. The position includes a competitive salary range of $96,500 - $207,500 annually. #J-18808-Ljbffr Fifth Third Bancorp
$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$94k - $175k
...Pennsylvania 19462 Job Description The 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...SuggestedTemporary workWork at office$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$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...SuggestedWork experience placementWork at officeImmediate start- ...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
$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$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....- 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
- ...LensCrafters - EyeCare Advisor Brand: LensCrafters Location: Manhattan, NY, US, 10065 Position: Full-Time LensCrafters is a place... ...and/or patient information carefully; identifies special needs, consulting with Optician, Managing Doctor or Retail Management...Special needsMinimum wageFull timeWork at officeLocal area
$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$78.89k - $102.72k
...renewals, audits, allocations, stewardship meetings, and special projects as needed. Assists the team with certificate of insurance administration... ...properties. Coordinates with brokers, vendors, and fiduciary teams to resolve administrative issues related to missing...Special needsLocal area$117k - $167k
...Our work also aims to build advocacy and trust in the brand. To achieve that, we’re a multidisciplinary... ...market analyses, and provide readouts as needed. Google is proud to be an equal‑... ...is the Law. If you have a disability or special need that requires accommodation, please...Special needsFull timeFor contractorsWork at officeRemote workAfternoon shift$171.9k - $289.9k
...priority use cases and the measurement framework/important metrics needed for Value Realization. * Build compelling, data-driven value... ...accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete...Special needsTemporary workLocal areaWorldwide$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...- 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
- General Function The EyeCare Advisor creates exceptional value in the lives of our customers by delivering the LensCrafters Experience... ...and/or patient information carefully; identifies special needs, consulting with Optician, Managing Doctor or Retail Management...Special needsMinimum wageWork at officeLocal area
- ...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
- ...environment, working with Case Supervisors, and documenting client progress. Candidates must have a BA degree, experience with the special needs community, and reliable transportation. This role requires commitment and accountability to ensure individuals achieve their...Special needsPart time
$250k
...remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognize transaction needs of clients, educate clients on all service...Special needs- ...environment, documenting client progress, and working closely with case supervisors. Candidates should have experience with the special needs community, reliable transportation, and a commitment to accountability. Bilingual speakers are encouraged to apply. This position...Special needsPart timeWeekend work
$154k - $193k
...like Zelle®, Paze℠, and so much more. As a trusted name in payments, we partner with... ...appropriate projects and processes to address needed changes. Partner with Enterprise Risk... ...’s education, experience, training, and specialized skills or certification(s) in relation to...Special needsHourly payFull timeWork at officeImmediate startVisa sponsorshipWork visaFlexible hours- ...and have experience in supportive housing and property management. Effective organizational and interpersonal skills are essential. This position offers an opportunity to make a significant impact in housing for special needs populations. #J-18808-Ljbffr Breaking GroundSpecial needsPart time
$90k - $160k
...business functions/groups to ensure a positive image for the bank within the region's marketplace Perform other duties and special projects as needed Qualifications Bachelor's degree or combination of education and directly related experience Ideally has 5-...Special needs$75k - $150k
...talk to you! Our Technical Services team is growing to meet the needs of our ever-growing customer base. Veeva CRM is the premier cloud... ...If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please...Special needsPermanent employmentFull timeWork at officeLocal areaRemote workWork from homeFlexible hours$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$94k - $175k
A financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High Net Worth clients. This role involves delivering sophisticated advisory services, client relationship management, and ensuring compliance...$80k - $200k
...affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at talent_accommodations...Special needsPermanent employmentFull timeWork at officeLocal areaRemote workWork from homeFlexible hours
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