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SVP, Wealth Management & Trust Services
Duties: Reports to the President of First Command Bank. A broad range of responsibility and authority to oversee the daily activities of the Department to include the administration and operation of all accounts, as well as the IRA Custodial duties associated with the Asset Management Solutions program and other IRA brokerage accounts. Will organize, plan, staff, coordinate and oversee all trust administration, operations, investment...
Private Client Advisor II
The candidate does client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of **MEMBERS ONLY**SIGN UP NOW***. capabilities and services, as required to meet their specific needs. Reports to the Market Executive. Facilitate t...
Regional Fiduciary Officer
The candidate will be responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serves as p...