Senior Trust Officer: Wealth & Fiduciary Strategist
$150kSymicor Group
A boutique talent acquisition firm is seeking a Sr. Trust Officer in Chicago, IL, to manage multimillion-dollar trust portfolios and ensure fiduciary compliance. Candidates should have a degree in finance, five years of trust management experience, and strong knowledge of trust law and financial planning software. This position offers a competitive salary of up to $150K and an excellent benefits package. Not a remote position. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer: Wealth & Fiduciary Strategist in Chicago, IL vacancy
- ...Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for... ...70 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and...Suggested
Testing Site - JPMC
Chicago, IL3 days ago - ...The Global Trusts & Estates Practice is an integral part of the... ...experience in serving as a corporate fiduciary for families, it is important... ...their will, it is the Trust Officer's role to oversee the... ...As a Trust Officer VP in Wealth Management Solutions, Trust &...Suggested
Testing Site - JPMC
Chicago, IL4 days ago - ...Northern Trust is seeking a Senior Trust/Fiduciary Advisor in Wealth Management to manage complex HNW and UHNW client relationships, delivering fiduciary and administrative services. You will coordinate with service teams and client advisors to ensure exceptional service...Senior
Northern Trust
Chicago, IL5 days ago - ...Northern Trust seeks a Senior Legal Counsel for Trust & Advisory/Wealth Management Legal to advise on trusts, estates, guardianship and transfer taxes. The role involves reviewing fiduciary documents, providing legal counsel to Wealth Management, and supporting risk and...Senior
$164.6k - $288k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world... ...technology and exceptional service. SENIOR TRUST/FIDUCIARY ADVISOR, WEALTH MANAGEMENTOH: R153403The...SeniorFull timeWork experience placementH1bWorldwideFlexible hoursNorthern Trust
Chicago, IL4 days ago$200k - $225k
...comWhat you'll be doingAs a Wealth Strategist, you are responsible for supporting... ...Review estate planning and trust documents. Serve as a bridge... .... Research and review fiduciary and tax issues. Prepare written... ...as simulation, coding, MS Office). Our goal for the...Full timeRemote workCIBC Bank
Chicago, IL1 day ago- MSCI Inc. in Chicago seeks a driven business development professional to grow MSCI Wealth Solutions by engaging RIAs, private banks, and enterprise platforms. You will qualify opportunities, manage a robust pipeline, and collaborate with Marketing, Product, Data, and Sales...Senior
- Focus Partners Wealth in the Chicago area seeks a Wealth Strategist to lead advanced financial planning for ultra-high-net-worth clients. You will structure sophisticated estate and wealth transfer plans and integrate tax strategies in coordination with advisors and specialists...Senior
$150k - $170k
...Description Summary: The Wealth Strategist is a senior planning professional dedicated... .... The role serves as a trusted resource who helps... ...Proficiency in Microsoft Office applications (PowerPoint,... ...commitment to integrity and the fiduciary standard. Comfort engaging...Work experience placementWork at officeLocal areaFocus Financial Partners Inc.
Chicago, IL3 days ago- Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-... ...business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful...Senior
- ...POSITION SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing... ...relevant experience in estate and tax planning and/or fiduciary and trust planning and administration. Must possess a foundation...SeniorWork at office
$159.97k - $188.2k
...what you excel at—all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to... ...succession planning, philanthropic strategies, and trust and fiduciary advice. Leverages thorough knowledge of all Wealth products...Temporary workWork experience placementLocal area$31 - $38 per hour
...Wealth Management And Trust Assistant AdministratorDevon Bank is a mission-driven community bank with over 80 years of service to the Chicago area... ...and relationship building skillsProficiency in Microsoft Office Suite, particularly Outlook, Excel, and Word.Pay Range and...SeniorHourly payTemporary workWork at officeDevon Bank
Chicago, IL5 days ago- ...About zerohash national trust bank zerohash... ...nation trust bank with the Office of the Comptroller of the... ...organized to exercise fiduciary powers and conduct trust... ...Officer will be the bank’s senior-most fiduciary... ...users across brokerage, wealth, payments, and marketplace...Work at officeImmediate startRemote workWork from home
Precision Labs
Chicago, IL1 day ago - ...Northern Trust seeks an experienced investment professional to manage municipal bond portfolios for fiduciary and client accounts, aligning decisions with objectives, risk, tax considerations, and income needs. You will apply market expertise and disciplined portfolio...Senior
The Northern Trust Company
Chicago, IL4 days ago - ...approach that integrates wealth management, tax planning, and family office services, Forvis Mazars... ...planning. The Wealth Strategist serves as an advisor on... ...services (e.g., personal trusts, living trusts, wills,... ...planning Knowledge of fiduciary capabilities and services...Work at officeFlexible hours
- ...Northern Trust seeks an experienced investment professional to manage municipal bond portfolios for fiduciary and institutional clients. You will align investment decisions with client objectives, risk tolerance, and tax considerations, using disciplined portfolio construction...Senior
Northern Trust
Chicago, IL2 days ago $130k - $150k
...Senior Advanced Financial Planning Opportunity in Financial Services... ...Senior Estate Planning Strategist, High Net Worth Planning Services... ...estate planning strategies, trust design, wealth transfer planning, and... ...Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook...SeniorFull timeWork at officeRemote workOsaic
Chicago, IL1 day ago$110.7k - $218.3k
Position Summary Enterprise Operations & Risk - Wealth Management and Trust Operations - Investment Management Senior Consultant Our Deloitte Regulatory, Risk &... ...within a commutable distance of your assigned office with the ability to commute daily, if required,...SeniorWork at officeNight shiftDeloitte
Chicago, IL3 days ago$290k - $390k
...in Chicago seeks an experienced Trusts & Estates attorney to join its Private... ...practice. The role targets a senior attorney with 9+ years of experience... ...a major market. You will advise fiduciaries on complex tax issues and oversee wealth transfer strategies. #J-18808-...SeniorPrivate practiceMarina Sirras & Associates LLC
Chicago, IL5 days ago- ...Jobot is seeking a Permanent Trust and Estates Attorney in Chicago to manage sophisticated estate planning, trust administration... ...into practical strategies. You will work with clients, fiduciaries, and wealth professionals to deliver integrated planning solutions, maintain...SeniorPermanent employment
Jobot
Chicago, IL3 days ago - U.S. Bancorp is seeking a seasoned Controller for Investment & Fiduciary Services to lead accounting and financial reporting across trust, wealth management, and asset management divisions. You will oversee monthly to annual closes, ensure GAAP compliance, and strengthen...Senior
- Northern Trust is seeking a Senior Legal Counsel in the Wealth Management Legal division in Chicago. The attorney will advise on trust and estate law, fiduciary matters, and tax issues, reviewing wills and trust documents and supporting management and business partners....SeniorWeekend workAfternoon shift
$164.6k - $288k
...a global leader in innovative wealth management, asset servicing, asset... ...banking services, Northern Trust (Nasdaq: NTRS) is proud to... ...WEALTH MANAGEMENTOH: R161517The Senior Wealth Advisor acts as a technical... ...transfer, tax, philanthropy, fiduciary practice, asset location and...SeniorFull timeH1bLocal areaWorldwideFlexible hoursNorthern Trust
Chicago, IL4 days ago$160k - $230k
...can drive opportunity. With offices nationwide, the firm... ...career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team within our... ...complex gift, estate and fiduciary income tax returns; Review... ...trusts and estates; Provide wealth transfer tax planning and...SeniorWork at officeLocal areaRemote workFlexible hoursCohnReznick
Chicago, IL4 days ago- PrairieView Wealth & Tax Advisors is a registered investment... ...We are hiring one Senior Wealth Advisor for our Chicago office. You would own client relationships... ...else. They know us, they trust us, and the conversation... ..., and present it. Strong fiduciary judgment, clear...SeniorFull timeWork at office
- ...global leader in innovative wealth management, asset... ...banking services, Northern Trust (Nasdaq: NTRS) is proud... .... Role/Department: Senior Legal Counsel, Trust &... ...will, trust and other fiduciary documents and related agreements... ...the Chief Fiduciary Officer and the partners on...SeniorFull timeH1bWork at officeLocal areaWork from homeWorldwideFlexible hoursNight shiftWeekend work
Northern Trust
Chicago, IL4 days ago - ...Dinsmore & Shohl LLP is seeking a Senior Business Development Manager – Litigation to help attorneys... .... The successful candidate will be a trusted adviser and hands-on project leader who builds relationships across offices and drives cross-selling and measurable #J...Senior
Dinsmore Inc
Chicago, IL3 days ago $120k - $150k
...ll be doingThe Private Wealth Audit team provides independent... ...portfolio, including trust companies, registered... ...personal banking. As a Senior Audit Manager, you'll... ...(CFA), Certified Fiduciary and Investment Risk Specialist... ...simulation, coding, MS Office). Our goal for the...SeniorFull timeRemote workShift work2 days per weekCIBC Bank
Chicago, IL3 days ago- ...Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them... ..., including Forrester and Gartner. We are looking for a senior business consultant specializing in Financial Crime Compliance...SeniorLocal area
Tiger Analytics
Chicago, IL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer: Wealth & Fiduciary Strategist. Be the first to apply!
Related searches
- design strategist Chicago, IL
- media strategist Chicago, IL
- workplace strategist Chicago, IL
- brand strategist Chicago, IL
- senior brand strategist Chicago, IL
- senior strategy consultant Chicago, IL
- digital strategist Chicago, IL
- entry level strategy consultant Chicago, IL
- strategy consultant Chicago, IL
- strategist Chicago, IL