Senior Fiduciary Trust Advisor
SunTrust Investment Services, Inc.
SunTrust Investment Services, Inc. is looking for a qualified professional in Richmond, Virginia to provide fiduciary advice and oversight for a diverse portfolio of Wealth trust accounts. The ideal candidate will manage complex accounts and partner effectively with client teams to identify fiduciary new business opportunities. A minimum of 10 years in Fiduciary Services and strong knowledge of estate planning and fiduciary laws are necessary. The role also requires excellent communication and organizational skills, with benefits including medical, dental, and a 401k plan. #J-18808-Ljbffr SunTrust Investment Services, Inc.
- ...expertise and thought leadership regarding fiduciary advice and solutions to high net worth... ...time to time. Engage with the Wealth Advisor and Investment Manager as a team to... ...when necessary, providing advice regarding trust and state administration, discretionary actions...Senior
- A leading financial institution is seeking a fiduciary advisor in Richmond, Virginia, to provide expertise and solutions to high net worth clients. Responsibilities include collaborating with a wealth team, advising on estate planning, and managing client relationships....Senior
- ...JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs... ...segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists...SuggestedFull timePart timeWork at officeFlexible hoursShift workDay shift
$105.1k - $150.1k
...policies, standards and metrics that ensure the effective and efficient use of trusted data and statistical models to support regulatory and business goals. Responsibilities The Senior Advisor, Data Governance & Platform Enablement plays a critical role in advancing...SeniorHourly payFull timeTemporary workLocal areaImmediate startRemote workMonday to FridayFlexible hoursShift work$100k - $157.5k
...coordinated strategy. They are looking for an experienced Financial Advisor (CFP®) to serve as a primary advisor in their Richmond, VA... ...coordination. Build deep, lasting relationships grounded in trust, proactive communication, and genuine care for each client's financial...SeniorWork at officeRemote workShift work- ...Senior Capital Oversight Risk Manager The Senior Capital Oversight Risk Manager serves as a senior subject matter expert, providing... ...executable tasks for businesses 4. Ability to forge strong, trusting relationships with Executive Management and Senior Leadership...Senior
$102.5k - $187.9k
...world. Guidewire – Technical Consultant – Senior EY is a leader in serving the global... ...in which financial institutions are trusted and flourish, and the global economy is healthy... .... Our ambition is to be the C-suite advisor for insurance technology-enabled transformation...SeniorWork experience placementSummer holidayFlexible hours- ...annual close activities. The Experienced Senior Accountant will support captive insurance... ...reconciliation. Assist external auditors and tax advisors by preparing schedules, explanations, and... ...uncompromising integrity, collaboration, trust, and mutual respect The opportunity to...SeniorWork experience placementLocal areaFlexible hours
- ...Senior Associate Sandbox is a boutique, associate-led, partner-backed consulting firm... ...flagging issues, and building the kind of trust that makes you a real partner to their business... ...of contact for clients, acting as an advisor rather than simply executing tasks....SeniorSleeping nightsFlexible hours
$146k - $234k
...Technical Project Management Senior Adviser The Technical Project Management Senior Adviser supports the customer leadership team... ...integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect...SeniorContract workWork at officeShift work$177.7k - $202.8k
...Senior Manager, Risk Management - Card Data As a Senior Manager on the Card Data Management team, you will lead a team of professionals... ...betterment of the team and creating an environment that fosters trust and collaboration Quality Obsessed: You possess a relentless...SeniorFull timePart timeLocal area- ...Senior Risk Technologist Provides senior leadership level risk oversight and insight... ...objectives. 4. Operates as a strategic risk advisor and business partner to the EDO and other... ...the ability to build credibility and trust with all levels of management. 8. Ability...SeniorContract workWork at office
- ...America) Please review the following job description: The Senior Capital Oversight Risk Manager serves as a senior subject matter... ...executable tasks for businesses # Ability to forge strong, trusting relationships with Executive Management and Senior Leadership...SeniorFull timePart timeShift workDay shift
$177.7k - $202.8k
...Senior Manager - Risk & Process Transformation Do you like working in the spotlight? Are you ready to work on the front line of a top... ...environment You create energy and an environment that fosters trust, collaboration, and belonging. You possess a relentless focus...SeniorFull timePart timeLocal area$96.5k - $110.1k
...Card Vertical Risk Manager, Card Data - Senior Associate The Card Vertical Risk Manager (VRM) role will support Card Data leadership... ...solutions You create energy and an environment that fosters trust, collaboration, and belonging. You possess a relentless focus...SeniorFull timePart timeLocal area$161.5k - $184.3k
...Senior Manager, Enterprise Risk Data Management As a Second Line Risk Advisor - Data Risk Management (Senior Risk Manager) at Capital One, you will be acting as a trusted data risk advisor to divisions (first line business units) and technology partners. You will leverage...SeniorFull timePart timeLocal area$200.7k - $229.1k
...Senior Manager, Cyber Risk and Analysis Capital One is one of the fastest growing organizations in the world today, powered by our... ...organization that packs a big punch. The ~200 professionals in TDRM are trusted experts who oversee ~14,000 developers at Capital One. We raise...SeniorFull timePart timeLocal area- ...flagging issues, and building the kind of trust that makes you a real partner to their... ...go to founders and partners, bringing a senior eye to accuracy and presentation. Support... ...point of contact for clients, acting as an advisor rather than simply executing tasks. You...SeniorSleeping nightsFlexible hours
$15k
Senior Trust & Estate Planner D.A. Davidson Companies is an independent, employee‑owned company... ...Administration or Law 10 + years of fiduciary experience, with a focus on business... ...Financial Professionals and Trust & Fiduciary Advisors on the benefits and techniques of...SeniorLocal area- ...OverviewGovCIO is seeking a highly experienced Senior Technical Advisor/Delivery Manager to serve as a senior consultant and to manage software... ...RequiredAbility to obtain and maintain a Suitability for Public Trust clearance.Preferred Skills and ExperiencePrior experience...SeniorFull timeWork at officeRemote workMonday to Friday
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout...SeniorWork experience placementLocal areaImmediate startRelocation
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout...SeniorWork experience placementLocal areaImmediate startRelocation
- ...our branch serving financial advisors and our clients. By joining RBC... ...with our clients. As a Senior Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors... .... Demonstrate a client first fiduciary approach as you meet...SeniorFull timeFlexible hours
- ...opportunity to learn to perform these duties and receive training to help you grow in this position. Serves as the authority and senior spokesperson to all managerial levels on complex and novel issues requiring knowledge of new or proposed legislation and...Senior
- Technical Roadmap Development Will work to develop a technical roadmap to build and deploy web applications. Support the roadmap to develop lightweight applications on multiple domains and efficiently/securely deploy these applications via CI/CD pipeline so that end...SeniorTemporary workImmediate start
- Syms Strategic Group, LLC is seeking a Senior Systems Engineer (AWS Data Engineer) to lead the modernization of a healthcare data platform... ...must hold a bachelor's degree and be U.S. citizens eligible for a Public Trust clearance. #J-18808-Ljbffr Syms Strategic Group, LLCSeniorRemote job
$177.7k - $202.8k
...Senior Risk Manager As a Senior Risk Manager you will apply your project management and analytical skills to our highest profile Risk Management projects. You will lead a team of Risk Specialists responsible for working across the enterprise to develop and implement...SeniorFull timePart timeLocal area$111.2k - $126.9k
...Senior Associate, Finance Risk Management (Tech Risk) Capital One is seeking a motivated professional for a Senior Associate position within the Finance Risk Management (FRM) team. FRM associates are engaged and insightful risk management partners working across the...SeniorFull timePart timeLocal area- ...Capital One National Association is seeking an ERM Senior Associate for Project Management to support the Enterprise Risk Management Team in Richmond, Virginia. The ideal candidate will manage and develop project plans, track progress, and ensure quality documentation...Senior
$74.6k - $103k
The American Heart Association is seeking a Sr. Development Director in Richmond, VA, to oversee fundraising for Heart Challenge campaigns. This role involves engaging corporate and community leaders, leading fundraising initiatives, and ensuring overall campaign success...Senior
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