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0Wealth Management, Trusts & Estates Tax Manager, Vice President
The candidate will report directly to the Tax Technical Lead and will involve frequent interaction with senior management, company and front office advisors (e.g., Trust officers, bankers, investors, wealth advisors, etc). Maintain knowledge of relevant federal, state and international laws and the impact to trusts and estates and charitable entities served by the bank. Assist the bank’s trust officers an... read more
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...
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...
UHNW Wealth / Estate Planning Attorney
The candidate will help Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for the Advanced Resources Center (ARC). Will manage the end-to-end advisor and client experience of ARC Resources. Coordinate comprehensive and integrated planning across teams of ARC specialists, and across company divisions, to address each client's unique and evolving needs (e.g., ...
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...
VP Senior Trust Administrative Officer
Accountabilities: Using client relationship skills to develop, acquire and maintain relationships with key clients with comprehensive financial services needs. Partner across the enterprise with all other profit centers (Investments, Wealth Advisors, Commercial, Residential and Retail) to deliver a high level of sales and service to relationship managers and their clients. Partner with in-house Subject Matter Experts to ensure the hig...