Title: Chief Compliance Officer Job Responsibilities: - Compliance Program Development and Oversight: The Chief Compliance Officer (CCO) is responsible for designing, implementing, and maintaining a comprehensive written compliance program for the Wilmington Funds Family. This includes developing policies and procedures reasonably designed...
a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth management strategy tailored for individuals,... business owners, and families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered by...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business... Development colleagues (Banker, Financial Advisor, Por...
and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth management strategy tailored for individuals,... business owners, and families. - Leads the client relationship team, ensuring clients have access to all resources and solutions provi...
expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies for individuals, business... owners, and families. - Lead the client relationship team, ensuring clients have access to all of the company's resources and solutions. - Coll...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual,... partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift...
the primary point of contact for clients on the trust account relationship, ensuring regular communication and overall trust administration management. - Assess and manage risk,... exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative...
Job Title: Wealth Management Solutions, Trust & Estates,... VP in the Wealth Management Solutions, Trust & Estates... administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. - Making recommendations on... how the company should ex...
Job Title: Wealth Management Solutions, Trust & Estates... Associate Job Responsibilities: As a Trust Administrator within the Global Trusts & Estates Practice at the company, you will play a pivotal role in the delivery of Trusts and Estates services. Key responsibilities include: -...
Job Title: Wealth Management Solutions, Trust & Estates... Associate Job Responsibilities: As a Trust Administrator within the Global Trusts & Estates Practice, you will have a pivotal role in delivering Trusts and Estates services. Under the supervision of the Trust Officer, your...
Trust Officer VP, Wealth Management Solutions, Trust & Estates Job... legal, tax, administrative, and investment issues, ensuring the effective... capacity as trustee. - Oversee investment decisions, collaborating with investors... to ensure the trust's investment objectives align with fiduciary... law and investment gu...
Job Title Wealth Management Solutions, Trust & Estates,... legal, tax, administrative, and investment issues, coordinating the delivery... of services. - Make recommendations regarding the exercise as trustee. - Oversee investment decisions, ensuring that the... trust's investment objectives align with the......
closely with the asset management team and collaborating with... and execute legal instruments that support the property management platform, including service agreements,... access and use licenses, lease amendments, and tenant improvement construction agreements. - Ensure compliance with all legal obligations ap...