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$96K - $207K *

Help us provide fiduciary expertise in managing Special Needs Trusts and enhance client relationships by delivering tailored solutions for individuals with impairments while ensuring compliance with l...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$96K - $207K *

Elevate client engagement by delivering expert fiduciary solutions in Special Needs Trusts while fostering strong client relationships and ensuring compliance with legal standards. Partner closely wit...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$96K - $207K *

Take ownership of delivering fiduciary solutions through expertise in Special Needs Trusts and estate administration, fostering client relationships, ensuring compliance, and achieving growth within a...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$96K - $207K *

Pioneer comprehensive fiduciary solutions for clients with special needs, ensuring legal compliance and fostering strong relationships. Manage trust accounts, strategize client needs, and enhance sati...

Reposted 2 days ago

  •   5 - 7 years exp.  •   Legal & Accounting

$81K - $118K *

Lead the charge in growing high net-worth client relationships while managing trust accounts. Ensure compliance with fiduciary duties and collaborate with various stakeholders to enhance client satisf...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$170K - $220K *

Manage the legal strategy for premier trust companies, providing expert guidance on fiduciary matters, policy advice, and complex document negotiations while collaborating with senior management and s...

1 week ago

  •   8 - 10 years exp.  •   Legal & Accounting

$80K - $95K *

Advance client satisfaction by managing fiduciary relationships and estate plans. Collaborate with a team to ensure compliance with laws and quality standards while improving processes and building in...

Reposted 2 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $95K *

Shape the future of client fiduciary services by managing and optimizing trust relationships, fostering collaboration, and ensuring compliance with fiduciary principles while enhancing processes in a...

1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $95K *

Engineer your future by managing fiduciary relationships, ensuring compliance, and enhancing client experiences while leading process improvements in a collaborative team environment...

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$90K - $125K *

Shape the future of compliance in the Trust Department by developing and implementing a comprehensive compliance management program while closely collaborating with regulators, auditors, and internal...

1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$90K - $110K *

Transform client relationships by expertly administering complex trust accounts, managing fiduciary risks, and providing top-notch service to domestic and international clients while leading a dedicat...

Reposted 4 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$80K - $95K *

Manage and administer personal trust accounts, leading projects and resolving complex issues while collaborating with senior management and financial advisors to meet client objectives and ensure comp...

US-AnywhereRemote

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $95K *

Join a team that's dedicated to guiding trust settlement activities, ensuring compliance with fiduciary responsibilities while fostering strong relationships with clients and stakeholders. This role d...

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$95K - $115K *

Manage and administer complex fiduciary accounts, ensuring compliance and delivering exceptional client experiences through strong risk management and effective teamwork. Provide expert guidance and m...

Reposted 2 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$100K - $120K *

Elevate the standards of fiduciary administration by managing trust relationships and ensuring compliance with tax regulations while collaborating with clients and partners to deliver exceptional serv...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$120K - $175K *

Join a team that champions personalized wealth strategies, fostering strong client relationships while onboarding new clients and leading collaborative efforts across departments to ensure exceptional...

3 weeks ago

  •   5 - 7 years exp.  •   Finance & Insurance

$115K - $186K *

Join us in delivering comprehensive financial strategies as a Senior Trust Advisor, fostering strong client relationships and managing complex accounts in the Private Client Services domain while driv...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$115K - $186K *

Engage clients by providing tailored financial strategies and managing complex trust accounts. Cultivate relationships while achieving sales goals and ensuring optimal compliance with estate and inves...

Reposted 1 week ago

  •   5 - 7 years exp.  •   Finance & Insurance

$75K - $90K *

Support clients in achieving financial goals by providing expert wealth management and investment advice. Build and nurture long-term relationships while enhancing client engagement through tailored f...

2 weeks ago

  •   Less than 5 years exp.  •   Finance & Insurance

$77K - $145K *

Advance your career by overseeing estate and trust administration while mentoring a dynamic team. Collaborate with investment professionals to enhance customer relationships and ensure compliance thro...

2 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$85K - $100K *

Transform the lives of beneficiaries by administering Special Needs Trusts. Collaborate with diverse professionals to ensure compliance and enhance support for individuals with disabilities while fost...

Reposted today

  •   Less than 5 years exp.  •   Finance & Insurance

$80K - $95K *

Champion the financial planning process for ultra-high-net-worth families. Lead client service and collaborate with Relationship Managers to deliver tailored investment, tax, and insurance solutions...

2 days ago

  •   5 - 7 years exp.  •   Finance & Insurance

$100K - $120K *

Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...

US-AnywhereRemote

Today

  •   5 - 7 years exp.  •   Legal & Accounting

$110K - $130K *

Empower high-net-worth clients by providing expert legal guidance in estate planning, trust administration, and taxation. Collaborate with a dynamic team on sophisticated matters, enhancing your skill...

Today

  •   Less than 5 years exp.  •   Legal & Accounting

$80K - $95K *

Drive the financial management for families and entities, ensuring accuracy in accounting records and timely completion of month-end close cycles while preparing comprehensive financial documentation...

2 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting