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Trust Business Development Officer Jobs

1000+ jobs

* Develops and cultivates a network of contacts of high net worth customers for Personal Trust. * Generates a consistent flow of pre-qualified investment management leads which are developed through centers of influence in the community. * Responsible for implementing lead generation marketing strategies in the Regions including seminars, community promotions, etc. * Offers effective sales solu...

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, a...

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 ...

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...

GWIM Business: Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic management and asset management to individuals and institutions. US Trust Overview: US Trust provides comprehensive investment and wealth management solutions to wealthy and ultra-wealthy...

GWIM Business: Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic management and asset management to individuals and institutions. US Trust Overview: US Trust provides comprehensive investment and wealth management solutions to wealthy and ultra-wealthy...

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...

GWIM Business: Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic management and asset management to individuals and institutions. US Trust Overview: US Trust provides comprehensive investment and wealth management solutions to wealthy and ultra-wealthy...

Trust and Estate Officer II The Trust and Estate Officer II is responsible for serving as a relationship manager to more routine client relationships by providing wealth management advice and counsel on standard wealth planning issues. This position's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division. Posi...

Job Summary The position reports to the Assistant Vice President, Trust Manager and is responsible for the management of a portfolio of institutional trust clients with a focus on pension trusts/plans, unit trusts and bespoke planning for institutional business. Job Description The incumbent will also be responsible for assisting in the management of resources dedicated to the administration of...

Trust Officer / Wealth Manager Local top rated community bank in the Dallas / Frisco market is looking for a Business Development Officer to expand their Trust, Wealth Management, Investment and Financial Planning division. Must have a strong established local business network to build from. Business will also be built with internal partners with different bank business lines such as commercial ...

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...

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...

Overview: BOK Financial is one of the top 25 banks in the U.S. and is based in Tulsa, Oklahoma. The company's stock is publicly traded on NASDAQ under the Global Select market listings (symbol: 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 banki...

Description CSSO Job Description The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The CSSO manages the execution of client service activities such as initiating and monitoring account opening and asset tra...

Responsibilities: · Establish customer relationships in an effort to develop their trust/estate planning · Maintain current relationship with customers to ensure all needs are made through partnership with all business lines · Development of the overall direction of the Trust department and ensuring strategies are in place to maintain profitable growth · Administers various trust accounts incl...

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...

SUMMARY OF POSITION:Assists the Investment 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 insurance, ...