Trust Business Development Officer Jobs

1000+ jobs

Our client is a Trust Company in the Tampa market that is looking to hire a Senior Trust Officer on their Wealth Management team. They have a tremendous name in the market with a trust department that has been experiencing consistent growth. Responsibilities include: · Delivering comprehensive wealth management solutions to clients · Manage current relationships to ensure every service possible...

Our banking client in the Omaha, NE market is looking to hire a Trust Officer on their Wealth Management team. Responsibilities include: · Delivering comprehensive wealth management solutions to clients · Manage current relationships to ensure every service possible is provided to the client. · Administering trust accounts, acting as personal representative of an estate, trustee under will or ...

MEMBERS Trust Company, a Wealth Management Bank regulated by the Office of Comptroller of the Currency, is recruiting a Senior Trust Officer (STO) for its Tampa office. (Would consider placement in our Denver location after initial training in Tampa) The position will team with trust officers who are located at credit unions across the United States. In this role, the STO will support trust office...

Responsible for sourcing and developing prospects, new clients and selling business banking services and products. Responsible for developing sales strategies and expanding referral sources. Passes off prospects to Business Banking Relationship managers to close relationship. Responsible for gathering data to be used in selling process, participating in community organizations and activities, and ...

Description Responsible for sourcing and developing prospects, new clients and selling business banking services and products. Responsible for developing sales strategies and expanding referral sources. Passes off prospects to Business Banking Relationship managers to close relationship. Responsible for gathering data to be used in selling process, participating in community organizations and ...

" align="left" width="150" class="LabelCell" id="LabelCell_Req_Description" valign="top" nowrap="nowrap"> Description Incumbent is responsible for generating current repetitive fee income through trust and investment management sales and specific custodial business. In addition, there is a responsibility to refer profitable cross-sell opportunities to Boston Private’s other business areas. As a ...

32472BR Corporate Trust Business Development Officer Retirement and Institutional Services NY, NY - 1133 Avenue of the Americas English Full time Regular 1st shift 40 About BB&T Corporate Trust Services: BB&T has been providing exceptional corporate trust and agency service to companies, financial institutions, governments and NGOs for over 130 years. We enjoy one of the finest reputatio...

IMD, PWM, Trust Services - Assistant Trust Officer, Associate Job id36714LocationNew YorkFull/Part TimeFull-time Job Summary Responsibilities The Goldman Sachs Trust Company, N.A. is a limited-purpose national bank offering world-class, sophisticated, high-touch trust and estate administration and related services to ultra-high-net-worth clients nationally. It is an integrated part of the Goldm...

The Goldman Sachs Trust Company, N.A. is a limited-purpose national bank offering world-class, sophisticated, high-touch trust and estate administration and related services to ultra-high-net-worth clients nationally. It is an integrated part of the Goldman Sachs private client experience. We offer an innovative approach to fiduciary wealth management resulting from the effective integration of GS...

Senior Trust Officer We are working with a well-established Trust Company in Tampa, FL that has a very strong foundation and history. With over $1.9 billion in assets, they are provided with the financial strength and strategic direction to maintain a high level of success. The culture is very team oriented and client focused; they believe in doing what is best for their clients. The leadership o...

Manages all Personal Trust initiatives and personnel for the region Build multi generational relationships to retain assets Source new business through business development initiatives and continue to grow the book of business and department Train wealth management individuals to continue to grow the wealth group Review documents and ensure compliance with policies, procedures, and regulations...

The Managing Director is responsible for managing and directing the Personal Trust initiative in St. Louis. Manages all Personal Trust initiatives and personnel for the region Build multi generational relationships to retain assets Source new business through business development initiatives and continue to grow the book of business and department Train wealth management individuals to continu...

Description Position Description: The Private Client Associate is a 24 month development program designed to equip candidates with foundational knowledge and high net worth sales skills. Successful candidates will assume the role of Private Client Advisor upon completion of the program. The program utilizes knowledge/activity based training modules, national and local leader/peer coaching and a...

Job Title: Trust & Estate Officer - New York, New York Job Category: Wealth Management At Comerica Bank, our Wealth Management teams are dedicated, skilled and uniquely prepared to help make the wealth aspirations of individuals, families and institutions a reality--quickly, efficiently and with the utmost attention to the needs of our high net worth clientele. Our success depends on the succe...

Trust Officer If you are looking for a JOB, try another firm. We ONLY offer CAREERS. Plante Moran is one of the largest public accounting and management consulting firms in the nation, and is honored to be consistently recognized as one of the nation’s “100 Best Companies To Work For” by FORTUNE magazine. We think what makes a great Firm is its people and we strive to provide unsurpassed opportu...

Job ID: 20150716-2615 Description: Las Vegas - NV, BRNVVE, 1120 North Town Center, 89144-6303We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions...

Description: Las Vegas - NV, BRNVVE, 1120 North Town Center, 89144-6303 We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to crea...

Overview: BOK Financial (BOKF), based in Tulsa, Oklahoma, is one of the top 25 bank holding companies in the U.S. The company's stock is publicly traded on NASDAQ under the ticker BOKF. BOK Financial's holdings include BOKF, NA, BOSC, Inc., Cavanal Hill Investment Management, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: B...

Overview: BOK Financial (BOKF), based in Tulsa, Oklahoma, is one of the top 25 bank holding companies in the U.S. The company's stock is publicly traded on NASDAQ under the ticker BOKF. BOK Financial's holdings include BOKF, NA, BOSC, Inc., Cavanal Hill Investment Management, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: B...

SUMMARY OF POSITION: Assists the Investment &Trust Services Manager in establishing and maintaining the appropriate compliance and risk management environment in the department by: monitoring regulatory and statutory changes and interpretations related to the investment and trust services industry, including, but not limited to those related to ERISA accounts, personal investing, brokerage and in...