Senior Trust Officer - Private Wealth & Estates
BOK Financial
A financial services firm in Oklahoma City is seeking a Trust Officer to manage personal trust, custody, and estate accounts. The successful candidate will administer accounts according to regulations, maintain customer relationships, and coordinate with various teams. A Bachelor’s degree in business and relevant experience in Personal Trust are required. The role offers an opportunity for professional growth within a collaborative environment. #J-18808-Ljbffr
- ...awaiting someone like you! Job Description The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts.... ...collaboration with CSAs, Managers, and other Private Wealth employees. You will also work within established...Private
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...alongside our practice office professionals who are... ...facets of hedge fund, private equity fund and mutual... ...key responsibilities A senior analyst in FSO EDGE WAM... ...experience and status as a trusted advisor to maintain and...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management... ...institutions are trusted and flourish, and the global... ...alongside our practice office professionals who are... ...facets of hedge fund, private equity fund and mutual... ...responsibilities A senior analyst in FSO EDGE WAM...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...alongside our practice office professionals who are... ...facets of hedge fund, private equity fund and mutual... ...key responsibilities A senior analyst in FSO EDGE WAM... ...experience and status as a trusted advisor to maintain and...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$125k - $150k
...Advisory Incorporated in Massachusetts seeks a qualified candidate to manage client service for high net worth families and family offices. Responsibilities include maintaining client accounts, effective communication with clients, and managing meetings. Ideal candidates...Senior$76k - $125.3k
...allowing you to develop into a trusted advisor role to client. You... ...in handling hedge fund and Private equity K-1s Researching tax... ...A thorough understanding of estate and wealth planning Experience with federal... ...the confidence to challenge senior colleagues and stakeholders...SeniorPrivateWork experience placementSummer holidayLocal areaFlexible hours$99.79k - $139.72k
...Grade : 21 SUMMARY: The Wealth Management Officer will direct and manage activities... ...accounts, personal trusts, court-ordered guardianships... ...financial, retirement and estate planning issues and involves... .... Supports the efforts of senior management and other department...Shift work- ...Commercial Relationship Officer Job Category: Officer Requisition Number: VPCOM0... ...types of businesses, their owners and senior executives, such as professional service... ...treasury management products, private banking and trust services Meet with commercial clients...PrivateFull timeLocal area
- A financial services company in Oklahoma City is seeking a Private Wealth Banker to act as a trusted advisor. Responsibilities include managing complex loans, delivering financial solutions, and developing client relationships. Candidates should have a Bachelor's degree...Private
$130k - $140k
Merrimack College is a selective, private college in a beautiful,... ...Advancement, the Major Gifts Officer will be a key member of the Office... ...with campus partners such as senior leadership, faculty and staff... ...faculty, and partners. Builds trust and credibility with stakeholders...PrivateWork at officeWeekend workAfternoon shift$105.56k - $247.9k
...opportunity has been created for a Senior Manager to join our high... ...to sit in multiple offices throughout our footprint or possibly... ...supports M&A activities of our Private Equity clients and strategic corporations... ...integrity, collaboration, trust, and mutual respect The...SeniorPrivateWork experience placementLocal areaRemote work- ...TransFund Senior Relationship Manager Tulsa, OK, US, 74101 Irving, TX, US, 75014 Milwaukee, WI, US, 53201 Stillwater, OK, US, 7... ...includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...SeniorPrivateTemporary workRemote work
$51.48k - $124.17k
UMB Bank is seeking an experienced professional for their Corporate Trust Compliance team in Oklahoma City. The ideal candidate will have at least three years of experience in Corporate Trust or a related field and will utilize Excel and UMB systems for account reviews...$51.48k - $124.17k
Overview UMB’s Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and producing account summaries and reports as needed. This team is essential to our success in ensuring...Local areaFlexible hours$193.2k - $227k
...powering a stateful distributed system. As a Senior Product Manager on the Cloud Networking... .... Cloud networking with focus on private networking is an enabler for all services... ...execution and launch. You'll become the trusted resource for your product, making sure that...SeniorPrivateFull timeRemote workFlexible hours$131k - $218.3k
...Enterprise Operations & Risk - Middle and Back Office Oversight - Investment Management Senior Consultant Our Deloitte Regulatory, Risk &... ...management operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians, prime...SeniorPrivate- Job Description This is a hybrid role with 3 days in-office in Boston, MA and 2 days WFH. Our client is a well-established and growing investment and wealth management firm serving ultra-high-net-worth families, family offices, and institutional investors. They have around...Full timeWork at officeWork from home
- ...Private Wealth Banker Oklahoma City, OK, US, 73102 Req ID: 77896 Location: Oklahoma City -OKC Areas of Interest: Wealth Management Pay... ...BOK Financial®. Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions...PrivateLocal area
- A local government entity in Massachusetts seeks a candidate for regulatory and technical work monitoring beach use for compliance with environmental regulations. The role involves constant public interaction, necessitating excellent communication skills and patience. ...SeniorLocal areaWeekend work
- ...Location: Oklahoma City -OKC Areas of Interest: Wealth Management Pay Transparency Salary Range:... ...Type Formula Based Summary Acting as a trusted advisor, finding and recommending the... ...their wealth is what you’ll do as a Private Banker. We believe that no financial challenge...Private
- ...Associate Private Wealth Strategist Req ID: 78021 Location: Oklahoma City -OKC, Dallas -DAL, Tulsa -TUL Areas of Interest: Investment Management... ...we serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs...PrivateLocal area
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry... ...Practice Management Level Senior Manager Job Description &... ...clients and stakeholders to build trust. * Uphold the firm's code of... ...As part of the Real Estate team you are expected to provide...SeniorH1bLocal areaOverseas$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...implement creative tax solutions. As a Senior Associate you will analyze complex... ...factors thoughtfully to establish a secure and trusted workplace for all. Applications will be...SeniorFull timeH1b$80k - $135k
Senior Associate - Valuation - Corporate Finance BRG Transaction and Valuation Opinions provides... .... Clients include leading hedge funds, private equity funds, venture capital funds,... ...Expand network with clients to become a trusted advisor. Qualifications Born’s degree in...SeniorPrivateWork experience placement$55k - $151.47k
...and optimise their tax positions. In private tax at PwC, you will focus on providing personalised... ..., AMT, and year-end planning. As a Senior Associate you analyze complex problems,... ...thoughtfully to establish a secure and trusted workplace for all. Applications will be...SeniorPrivateFull timeH1b- ...A high-profile consulting firm is seeking a Senior Compliance Analyst to join their CLEAR Compliance Consulting practice. The ideal candidate will have a minimum of 5 years in the investment management industry and experience with major OMS systems. Responsibilities include...Senior
- ...one of the largest and most trusted leadership companies in the world... ...owned and licensee partner offices in over 160 countries and... ...with thousands of public and private primary, secondary, and post-... ...franklincovey.com Title: Senior RFP Specialist Global Title...SeniorPrivateFull timeWork at officeRemote work
$124k - $335k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team of... ...teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and...SeniorFull timeH1bLocal areaOverseas- Regulatory and technical work monitoring beach use for compliance with regulations governing the Sandy Neck Barrier Beach including site specific rules, applicable town ordinances, and state and federal laws. Provide detailed information about environmental processes and...SeniorWeekend work
$91k - $321.5k
...and optimise their tax positions. In private tax at PwC, you will focus on providing personalised... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large... ...thoughtfully to establish a secure and trusted workplace for all. Applications will be...SeniorPrivateFull timeH1bRemote work
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