Senior Trust Officer - Wealth Management & Estates
$98.18k - $115.5kU.S. Bank
U.S. Bank in Madison, WI, is seeking a WM Trust Officer responsible for administering fiduciary and investment management accounts. This role requires 8+ years of Trust administration experience and a Bachelor's degree or equivalent, along with a relevant professional designation. The successful candidate will ensure compliance with various regulations while effectively managing existing accounts. U.S. Bank offers a competitive salary range of $98,175.00 - $115,500.00 and various benefits to support employee well-being. #J-18808-Ljbffr U.S. Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer - Wealth Management & Estates in Madison, WI vacancy
- Michael Best seeks a Senior Wealth Planning attorney with at least 10 years of experience for its Madison office. The role involves guiding clients in legal matters, creating estate plans, and advising on trusts and taxes. The ideal candidate will cultivate strong client...SeniorWork at office
- Us Bank in Madison, Wisconsin is seeking a Trust Administrator responsible for managing fiduciary and investment accounts. This role includes risk management, relationship management, and adherence to compliance standards. Candidates should possess a Bachelor's degree...Senior
- A progressive accounting firm in Madison, Wisconsin seeks a Trust and Estates Tax Manager to provide advanced technical and advisory services for fiduciary tax matters. The ideal candidate will have 7-10 years of experience, a CPA certification, and strong client relationship...Senior
- A leading company is seeking a Senior IT Manager for its Wealth Management division. This role involves directing projects, collaborating with business leaders, and managing IT personnel and budgets. The ideal candidate will have extensive experience in IT leadership within...Senior
- ...financial services firm in Madison, Wisconsin, is seeking a Senior Wealth Advisor to manage existing client relationships and develop new business... ...in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients...Senior
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive... ...alongside our practice office professionals who are... ...Your key responsibilities A senior analyst in FSO EDGE WAM... ...experience and status as a trusted advisor to maintain and further...SeniorSummer holidayWork at officeLocal areaFlexible hours$110.25k - $235.81k
A prominent financial institution is seeking a Private Wealth Trust Sales Advisor to manage and grow relationships with ultra-high net worth clients. The ideal candidate will have a Bachelor’s degree and over 10 years of experience in wealth management. This role involves...Senior$205k - $240k
PIMCO Ltd. - Pacific Investment Management Company is seeking an experienced sales professional for its Private Client Group in the Upper... ...Candidates must have at least 5 years of sales experience in asset or wealth management, preferably with established relationships in the...Senior$145k - $205k
...opportunities. It’s our driving force to help patients live longer and healthier lives. Join us and be part of our inspiring journey. The Senior Manager, Medical Science Liaison - Surgical Business Unit, will be a field‑based role within the Medical Affairs department. This...SeniorWork experience placementNight shiftWeekend work$120k - $145k
SitusAMC in Madison, Wisconsin, is seeking a Project Manager with a focus on AI initiatives. The successful candidate will be responsible for planning, overseeing, and ensuring timely project completion within specified scope. You will lead cross-functional teams, monitor...SeniorSitusAMC
Madison, WI4 days ago- ...Senior IT Manager- Wealth Management Full-time Madison Wisconsin Exp 7-10 yrs Deg Bachelors Relo Bonus Occasional Travel Job Description We are seeking an uncommon professional to join our team as a Senior IT Manager – Wealth Management. Job...SeniorFull timeWorldwide
Direct Staffing Inc
Madison, WI1 day ago $94.14k
A healthcare service organization in Wisconsin is seeking a Principal Gift Officer to manage donor relations and achieve fundraising targets. The ideal candidate will have a strong track record in securing significant contributions and be committed to diversity and inclusion...SeniorFull time- A leading real estate services firm seeks a Sr. Transaction Coordinator to provide operational support for their transaction management team. Responsibilities include managing client service, tracking lease expirations, preparing market information, and handling the administrative...SeniorRemote job
$147.4k - $336.8k
Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead complex tax projects and supervise a motivated team. The ideal candidate will have 7-10 years of experience in real estate tax within a professional services environment, a bachelor's degree, and CPA...Senior$98.18k - $115.5k
WM Trust OfficerSkip to main content*We only use cookies that are... ...of our website.*#WM Trust Officer page is loaded## WM Trust OfficerApplylocations... ...for the administration, risk management and servicing of assigned... ...Accounts, ILITs, Estates, etc.). Will likely work as part...Temporary workWork experience placementLocal area$143k - $243k
...A leading pharmacy benefits organization is seeking a Senior Principal Actuary to provide actuarial direction and innovative modeling. The role requires significant actuarial experience, strategic pricing advice, and collaboration across multiple teams. Candidates must...SeniorRemote workPrime Therapeutics
Madison, WI5 days ago$51.48k - $124.17k
Overview UMB’s Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring... ...Excel, UMB systems, and industry systems to review documents, manage accounts, and monitor activities. You will partner with internal...Local areaFlexible hours$51.48k - $124.17k
UMB Bank is seeking a compliance specialist for its Corporate Trust Compliance team in Madison, Wisconsin. The role involves ensuring accounts are set up correctly, monitoring compliance with regulations, and producing reports. Ideal candidates will have at least three...- ...readiness, uniting safety and compliance, toll management, and weigh station bypass solutions. We... ...costs, and operate with confidence. Trusted by 75% of the top fleets in North... ...Many team members in this role grow into senior compliance, account management, or operations...
$146k - $200k
Senior Tax Manager The Senior Tax Manager is responsible for providing tax... ...returns, which may include estates, trusts and charitable entities.... ...income, estate and gift tax and wealth retention strategies, as... ...Proficient in Microsoft Office Suite, preferred. Other Knowledge...SeniorWork at office$138.9k - $191k
...provide strategic recommendations. With over 10 years of experience required in Medicaid finance, the candidate will work closely with senior leadership and ensure timely information for decision-making. This fully remote position includes competing compensation ranging...SeniorRemote job- ...of Role: The Security Engineer (Senior) leads cybersecurity engineering efforts... ...network modernization programs, covering Risk Management Framework/Authority to Operate (RMF/ATO)... ..., designing integration of Zero Trust Architecture, and integrating cybersecurity...Senior
TM3 Solutions Inc
Madison, WI6 days ago - ...Friedrich LLP’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning... ...experience to our Madison office. The attorney will... ...and implementing estate plans, the administration of trusts and estates, including... ...skills Ability to manage confidential...SeniorFull timeTemporary workWork at officeLocal areaRemote workWork from homeFlexible hours2 days per week
- A consulting services firm in the United States is seeking a Client Executive to act as a trusted partner. This role involves driving sales, managing client relationships, and delivering exceptional service. The ideal candidate should have over 10 years of experience in...Senior
$104.83k - $127.19k
The State of Wisconsin is seeking a Senior Project Manager to manage complex projects for the Department of Employee Trust Funds. This role involves leading cross-functional teams and ensuring timely project delivery while communicating effectively with stakeholders. The...SeniorRemote job$26 - $46 per hour
...Quality Assurance Senior Associate Work Your Magic with us! Start your next chapter and join MilliporeSigma. Ready to explore,... ...well as auditing manufacturing, quality control, and materials management areas, providing immediate review with constructive feedback. Additional...SeniorHourly payImmediate startFlexible hoursEMD Millipore
Madison, WI5 days ago$75.2k - $124.1k
...Information Reporting and Withholding EDGE Senior Analyst EY is a leader in serving the... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...in which financial institutions are trusted and flourish, and the global economy...SeniorSummer holidayFlexible hours- ...Business Systems Analyst, preferably with knowledge of Business Objects and the SEI Wealth Platform. The role emphasizes strong analytical, communication, and relationship management skills, with a focus on teamwork and collaboration. #J-18808-Ljbffr Canadian Imperial...Senior
- Arrowhead Pharmaceuticals is looking for a Senior Specialist in Quality Assurance to support ongoing development programs for drug candidates. This role involves developing and maintaining quality systems within GMP regulations, reviewing documentation, and collaborating...Senior
- About the Role As SeniorEmployee Benefits Client Manager , you join a progressive insurance agency that has grown so rapidly (and will continue... ...client relationships, meeting in-person to build rapport and trust as well as discuss tactical issues like coverage terms and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer - Wealth Management & Estates. Be the first to apply!
Related searches
- senior development executive Madison, WI
- senior technical manager Madison, WI
- senior manager data science Madison, WI
- senior platform engineer Madison, WI
- senior procurement Madison, WI
- senior director product management Madison, WI
- senior tax director Madison, WI
- senior manager customer operations Madison, WI
- senior data engineer Madison, WI
- senior manager clinical operations Madison, WI