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Private Wealth Advisor
The candidate will identify prospects and convert them into clients. Managed relationships include investment management accounts, estates, trusts, guardianships, and agency accounts. Cultivates and expands customer relationships to grow revenue commensurate with sales targets. Works toward full-relationship banking within portfolio including coordinating with other lines of business. Actively prospects for new business by leveraging strong establish...
Wealth Management, Assistant Tax Counsel, Executive Director
The candidate will report directly to the Tax Liaison Team Fiduciary Tax Lead and will involve frequent interaction with senior management, Deloitte Tax LLP and front office advisors (e.g., Trust officers, bankers, investors, wealth advisors, etc). Will have the following responsibilities: Maintain knowledge of relevant federal, state and international laws and the impact to trusts and estates and charitable enti...
Wealth Management Senior Fiduciary Officer
Duties/Responsibilities: Manage assigned account base of wealth management clients by working with client service team, clients, and their professional advisors to develop a thorough understanding of the clients’ needs and goals. Exhibit depth of knowledge of trust and estate agreements, governing documents, and account agreements. Able to show extensive knowledge of fiduciary duties and applicable laws, including trust and tax ...
Senior Trust Officer
The candidate will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, an...
Global Mobility Services Senior Associate
The candidate will work with a team that has extensive experience helping multinational organizations manage the process of deploying an international workforce from start to finish, including complex tax, planning, administrative and strategic aspects. Must have 3+ years of experience and Bachelor's degree in Accounting or business related field provided all of the minimum requirements are met for CPA licensure per respective stat...
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Tax Manager - High Net Worth / Private Client Services
The candidate will serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance.In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Conduct research on various client issues, and supervise As...
Trust and Investments Wealth Management Sales Consultant
The candidate sells trust products and services to individuals characterized by complex or sensitive financial situations. Seeks prospects, presents products and services in calling presentations, and follows through to complete sale. Maintains ongoing contact with clients and promotes relationship enhancement opportunities through relationship managers. Utilizes an understanding of federal, state, and local laws and...
Risk Advisory, Internal Audit Manager (focus on Trusts)
Duties: Responsible for providing internal audit and internal control services to bank trust departments and private trust companies. The Manager will be responsible for assisting senior and associate consultants in planning and managing engagements, conducting fieldwork, discussing findings and observations during client exit meetings, reviewing staff work papers, and preparing written internal audit reports. Will al...
Private Client Services Tax Manager
The candidate will assist in providing tax compliance and consulting services to our high net worth clients. Should have significant knowledge of taxation related to personal income, estate and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Must have a Bachelor’s degree in Accounting or other relevant field. A Master’s in Accou...
Private Wealth Advisor II - Grade 8
The candidate will act as the primary point of contact for the prospect and client relationship. This sales and relationship management role will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the bank’s share of wallet. Demonstrate the understanding of and care for the client through the proactive delivery of holistic advice...