Trust officer jobs near me - 43 jobs

Trust Relationship Officer - Trust Administration Columbus - Columbus, OH
Wesbanco Bank Inc. 4.3
Trust officer job in Columbus, OH
Back 135d Trust Relationship Officer - Trust Administration Columbus #31-8230 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Henderson Road (Columbus, OH). Market Columbus Work Hours per Week 37.5 Requirements Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required. Four-year degree in a business-related field preferred. Basic accounting background and reconciliation skills preferred. Computer Skills Proficiency with Microsoft Office products such a Word, Excel and Outlook. Ability to build and work with Excel spreadsheets, including using formulas. Other Skills and Abilities Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner. Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors. Ability to accurately follow instructions, multi-task, listen attentively. Detail oriented with good organizational skills. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Able to work independently and meet communicated deadlines. Excellent verbal, written and presentation skills with the ability to define and solve problems. Team player with a positive outlook. Interpersonal skills with co-workers, supervisors and clients. Ability to read and interpret documents. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Description Summary Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing. Essential Function Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Essential Duties and Responsibilities include the following. Other duties may be assigned. Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor Trust Officer for more complex deals. Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews. Develops an understanding of investment strategy and their application within client portfolios. Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships. Maintains an understanding of Trust regulations and policy and procedures. Keeps up to date with all applicable regulations. Continues to develop knowledge and attend training programs. Engages in problem solving for client issues and determining solutions to meet the customer's needs. Handles routine bill payment and remittance set up for trust clients. Reviews Overdraft Report and coordinates maintenance with Trust Officer. Maintains Trust Accounting System items. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required. Four-year degree in a business-related field preferred. Basic accounting background and reconciliation skills preferred. Computer Skills Proficiency with Microsoft Office products such a Word, Excel and Outlook. Ability to build and work with Excel spreadsheets, including using formulas. Other Skills and Abilities Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner. Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors. Ability to accurately follow instructions, multi-task, listen attentively. Detail oriented with good organizational skills. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Able to work independently and meet communicated deadlines. Excellent verbal, written and presentation skills with the ability to define and solve problems. Team player with a positive outlook. Interpersonal skills with co-workers, supervisors and clients. Ability to read and interpret documents. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
$49k-86k yearly est. 3d ago

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Personal Trust Officer
Farmers National Bank of Canfield 4.7
Trust officer job in Dublin, OH
Personal Trust Officer directs and coordinates activities relative to setting up and administering personal trusts, agencies, foundations, guardianships and estates. The position works in conjunction with the Portfolio Manager to assist in the development and execution of the client's investment goals. This individual is responsible for new business development, cross sale of other Bank products and services, and Trust Administration. New business will be generated from a calling program that includes business development calls on current client, potential customers, businesses, professionals, and internal and external centers of influence. ESSENTIAL DUTIES and RESPONSIBILITIES Responsible for developing new business opportunities through client contact and prospecting while maintaining relationships with current clients. Demonstrate in depth knowledge, understanding and development of Trust accounts, products, and solutions Attract new clients and retain existing clients by developing marketing materials, plan presentation and strategies Determine client and business owners' needs by meeting with them to gather information, review trust and estate planning needs, retirement planning, investment asset allocation and investment strategies to optimize client goals and determine an appropriate strategy for closing sale Effectively administer complex fiduciary trust accounts, agencies and foundations according to terms of the document. Monitor accounts on a daily basis, monitor daily cash balances, and prepare account reviews on a monthly basis. Assist in the administration of Estates and Guardianships (prepare inventories, distributions, court accountings), determine date of death values, tax basis issues. Monitor compliance matters and maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements. In conjunction with the Portfolio Manager, assist in the coordination of investment needs for clients, including cash management and asset allocation choices. Proactively provide professional service to satisfy client needs. Identify and resolve client issues arising in the course of administration of an account. Maintain communication with attorneys, CPAs, etc. for potential trust business. Have a general knowledge of bank products and the ability to introduce trust clients to bank services to support new business for the Trust Company and the Bank Perform tasks/projects/duties as assigned Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor's Degree in Business Administration, Finance, or related field. JD or CPA preferred. Minimum 3-5 years background in Trust or related business E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Trust Services (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$41k-82k yearly est. 3d ago
Trust Officer
Lcnb National Bank 3.8
Remote trust officer job
Trust Officer - Dayton Market Identifying Information: Department : Wealth Department Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services Status: Full-time Salaried Exempt Officer Location : LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036 Hours : Monday - Friday, 8 am - 5 pm Compensation : Base salary, commission, and annual bonus Position Purpose: LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Dayton, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Dayton area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB's overall growth in the Dayton market. Essential Duties and Responsibilities: Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs Research and resolve complex Wealth Management issues, as needed Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships Join professional organizations and attend associated networking and continuing education opportunities Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures Become involved in the local community and surrounding areas Required Competencies/Skills 5+ years of experience in Trust or Wealth Management related fields 5+ years in a client facing role Minimum of a Bachelor's degree Desired Competencies/Skills Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA Customer focused with strong interpersonal skills Ability to develop and cultivate new Wealth relationships Analytical thinking with keen attention to detail Demonstrated ability to work independently and collaboratively in a team environment Excellent written and verbal communication skills Empathetic and compassionate approach to client and team interactions Proficient in Microsoft Office (basic to intermediate level) Self-motivated and adaptable to change Ability to tailor communication style to different audiences Strong reasoning, problem-solving, and critical-thinking abilities Highly observant with strong attention to detail Working Conditions: Ability to remain in a stationary position up to 75% of the time Occasionally move/traverse to access files and equipment Constantly operates a computer and other office equipment Occasionally lift up to 10 lbs. Partial remote work opportunity available Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.
$53k-90k yearly est. Auto-Apply 60d+ ago
Trust Officer
MTC Holding Corporation
Trust officer job in Westerville, OH
Job DescriptionDescription: As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements. Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs. Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas. Requirements: Trust Administration: Oversee the administration of trust accounts, including establishing trusts, managing trust assets, and ensuring compliance with trust agreements and applicable laws. Client Relationship Management: Serve as the primary point of contact for high-net-worth clients, addressing their inquiries, providing guidance on trust-related matters, and cultivating strong relationships to understand their financial goals and needs. Fiduciary Duties: Fulfill fiduciary responsibilities by acting in the best interests of trust beneficiaries, making prudent investment decisions, and executing trust distributions and disbursements accurately and timely. Asset Management: Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients' risk tolerance, investment objectives and applicable legal requirements. Risk Management: Assess and mitigate risks associated with trust administration, investment activities, and regulatory compliance, ensuring the protection of client assets and interests. Compliance: Stay abreast of regulatory changes and ensure adherence to trust laws, tax regulations, and industry standards to maintain compliance and mitigate legal risks. Documenting and Reporting: Prepare and maintain accurate trust documentation, including trust agreements, investment records, and financial reports, and provide comprehensive reporting to clients and regulatory authorities as required. Team Collaboration: Collaborate with internal Trust Experts, including Portfolio Managers, Legal and Compliance to address complex trust issues, resolve client concerns, and optimize trust administration process Assist clients with inquires, request and account maintenance. Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed. Maintain accurate client records and documentation. Experience, Education, Knowledge, and Skills Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred) Extensive experience (3-5 years) in trust administration, estate planning or wealth management preferably with a trust company or financial institution. In-depth knowledge of trust laws, fiduciary responsibilities, investment principles, and tax implications related to trust accounts. Strong analytical skills with the ability to assess complex financial situations and develop strategic solutions. Excellent communication and interpersonal skills for effectively interacting with clients, colleagues, and external stakeholders. Proficiency in trust administration software and Microsoft Office Suite. Commitment to upholding ethical standards, maintaining confidentiality, and delivering exceptional service to clients.
$41k-90k yearly est. 3d ago
Trust Officer
United Community Bank 4.5
Remote trust officer job
As a Trust Officer, you'll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews. Positions available in Orlando, South Miami, and Ponte Vedra FL. What You'll Do Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards. Distributions: Ensure timely and accurate income and principal distributions to beneficiaries. Risk Management: Identify and mitigate risks associated with trust administration. Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals. Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents. Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts. Compliance: Ensure adherence to all applicable laws, regulations, and internal policies. Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience. Business Development: Build a network of internal and external contacts to attract new client relationships. Industry Awareness: Stay current on legal and regulatory developments impacting trust administration. Growth & Visibility: Participate in community events to enhance visibility and attract prospects. Requirements For Success Experience & Education Bachelor's degree in a business-related field or equivalent experience. 5+ years of experience in trust administration. Proven success in building and maintaining client relationships. Experience settling estates and managing unique assets. Skills & Competencies Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities. Ability to work independently and collaboratively within a team. Excellent interpersonal skills and professional presence. Strong analytical, verbal, and written communication skills. Preferred Qualifications Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position with flexibility, including evenings and weekends as needed. FLSA Status: Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.
$57k-98k yearly est. Auto-Apply 54d ago
Personal Trust Officer
Farmers Logo 2022
Trust officer job in Dublin, OH
Personal Trust Officer directs and coordinates activities relative to setting up and administering personal trusts, agencies, foundations, guardianships and estates. The position works in conjunction with the Portfolio Manager to assist in the development and execution of the client's investment goals. This individual is responsible for new business development, cross sale of other Bank products and services, and Trust Administration. New business will be generated from a calling program that includes business development calls on current client, potential customers, businesses, professionals, and internal and external centers of influence. ESSENTIAL DUTIES and RESPONSIBILITIES Responsible for developing new business opportunities through client contact and prospecting while maintaining relationships with current clients. Demonstrate in depth knowledge, understanding and development of Trust accounts, products, and solutions Attract new clients and retain existing clients by developing marketing materials, plan presentation and strategies Determine client and business owners' needs by meeting with them to gather information, review trust and estate planning needs, retirement planning, investment asset allocation and investment strategies to optimize client goals and determine an appropriate strategy for closing sale Effectively administer complex fiduciary trust accounts, agencies and foundations according to terms of the document. Monitor accounts on a daily basis, monitor daily cash balances, and prepare account reviews on a monthly basis. Assist in the administration of Estates and Guardianships (prepare inventories, distributions, court accountings), determine date of death values, tax basis issues. Monitor compliance matters and maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements. In conjunction with the Portfolio Manager, assist in the coordination of investment needs for clients, including cash management and asset allocation choices. Proactively provide professional service to satisfy client needs. Identify and resolve client issues arising in the course of administration of an account. Maintain communication with attorneys, CPAs, etc. for potential trust business. Have a general knowledge of bank products and the ability to introduce trust clients to bank services to support new business for the Trust Company and the Bank Perform tasks/projects/duties as assigned Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor's Degree in Business Administration, Finance, or related field. JD or CPA preferred. Minimum 3-5 years background in Trust or related business E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
$41k-89k yearly est. 60d+ ago
Chief Investment Management Officer XRP Crypto
Bluzinc
Remote trust officer job
Remote based USA. Are you a Chief Investment Banking Officer or Head of Trading or Portfolio with deep expertise in quantitative crypto trading, XRP, and DeFi markets, ready to help scale a next -generation digital asset and wealth management family office, already achieving $100B+ AUM, to grow to over $220B AUM within the next few years? Our USA based Global Client is a fast -growth cryptocurrency investment and trading company seeking a visionary CIO who has led teams of 5-10+ quants, data scientists, ops and personally managed $10B -20B+ portfolios across crypto (and ideally has some traditional institutional markets experience). You'll define and execute trading frameworks for XRP -based DeFi investment strategies, driving through algorithmic design, risk optimization, and automation - blending Wall Street precision with Blockchain and Web3 speed. You'll Bring: 10+ years in quantitative trading or portfolio leadership in the USA (mandatory) Proven record managing a team with $15B+ AUM (crypto, XRP, DeFi, digital, alternative markets) Mastery in algorithmic trading, XRP, XLT, on -chain data analysis, SMA, AI, Web3 Strategic vision with hands -on technical fluency Previously hired and retained the best analysts in your team Vendor relationships and management of eg Anchorage, Onramp, Securitas, Zodia, Gemini Public facing, client facing, PR/Podcast/YouTube experience (guest or host) Location: Remote (USA) Compensation: Base USD$300K -500K Negotiable. Annual performance bonus: 100% - 200% of base - Negotiable. Comprehensives total reward and benefits package on top, including long term incentive plan - Negotiable. Please apply and Jonathan Pearson at BluZinc will review your resume then reach out to arrange initial calls with suitable candidates.
$107k-188k yearly est. 60d+ ago
Senior Underwriting Officer, Risk Management
Liberty Mutual 4.5
Remote trust officer job
The Senior Underwriting (UW) Officer, Risk Management, will report to the Executive Underwriting Officer of Major Accounts Casualty. Major Accounts works with large and complex commercial risks to deliver Primary and Excess Casualty programs to these highly valued customers. You will focus on our Majors Risk Management portfolio, which services some of the largest companies in the U.S. The focus will be on Primary Casualty lines of business and Alternative Risk Transfer (ART) solutions, with close coordination with Excess Casualty teams. The Senior Underwriting Officer, Risk Management, will work with the leadership team, deliver technical expertise, and serve as the point of contact for the frontline underwriting teams for all questions, key decisions, or referrals. Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers' compensation, ART) in Majors Risk Management. Interacts independently with field underwriters and directly with UW managers on all mandatory referral cases and voluntary consultation items. Ensures continuity and alignment between Primary and Excess Casualty placements. Supports Executive Underwriting Officer on transactions and serves as trusted advisor in the areas of exposure, coverage analysis, and key pricing/financial elements within their authority. Monitors frameworks for underwriting decisions (e.g., referrals, technical reviews) and recommends improvements, as needed. Evaluates portfolio performance regularly in Majors Risk Management, working with Underwriting Leaders to identify drivers of performance, risks, and opportunities. Drives UW technical excellence across Majors Risk Management, working with Underwriting Leaders to identify and resolve issues. Works with Underwriting Leaders to identify product and services enhancements, underwriter capability development opportunities (e.g., skills, tools), and elevates to Executive Underwriting Officer and Majors Chief Underwriting Officer. Models effective collaboration within/across teams, stakeholders and partners (e.g., UW Support, Claims, Actuarial, NA Product Teams). Qualifications Preparation, Training & Experience Expert-level knowledge of all aspects of coverage forms, exclusions, and exposure. Pricing, structure, rating, rating plans, loss forecasting, credit risk, market knowledge, preferred. Experience and working knowledge of Alternative Risk Transfer solutions, preferred. Advanced knowledge of and experience operating within several different industry segments experience with and knowledge of Risk Management programs key; insurance operations; claims, finance and actuarial concepts; regulatory environment; loss control/risk engineering; reinsurance; account management; product development; and industry trends. Must be a skilled collaborator who is willing to assess all sides of an issue, bring in others with expertise, and independently execute and advance the collaboration model. Other professional skills required include superior communication skills (written, verbal, presentation, listening); approachability; tact; coaching/development; analyzing and problem solving; relationship and service driven; clear solutions orientation and commitment to achieving segment operational and financial objectives; negotiation skills; and demonstrated ability to consistently and positively influence others both internally and externally (brokers/customers) as required. Bachelor`s degree, 10 or more years of relevant experience that includes underwriting, claims, reinsurance, coaching/developing others, working with brokers/agents and currency with market trends and developments. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.
$73k-123k yearly est. Auto-Apply 11d ago
Investor Experience Specialist
Startengine
Remote trust officer job
StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O'Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100. Why merely back a company when you can own a piece of it? Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk... Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally. We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations. What You'll Do We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel. You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome. Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams. What We're Looking For You're extremely interested in the Finance/Investing world You're empathetic If two roads diverged in the woods, you'd actually take the road less traveled You're curious and your favorite question is "Why?" You can execute tasks/projects and achieve results (You get stuff done!) Perks & Benefits 100% covered Medical/Dental/Vision - pick your own plan Generous Equity package Unlimited PTO and sick days Paid WeWork Usage (optional) 100% Remote Team Off-sites Paid Maternity/Paternity leave Team Happy Hours 401K program Flexible hours Be part of one of the fastest growing parts of the FinTech Industry A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
$78k-141k yearly est. Auto-Apply 60d+ ago
Finance Officer in High Point
Futures.Works
Remote trust officer job
Vacatures Finance Nieuws Contact Login Jobs search Finance Officer EichholtzFull-time Remote (High Point, North Carolina, United States)1m ago About Eichholtz Eichholtz is a world-leading luxury furniture and home accessories brand, known for bringing timeless elegance to interior spaces globally. Founded in the Netherlands, we have grown to become one of the largest global wholesalers in luxury home furnishings, lighting, and accessories. With a rich heritage in design and a commitment to quality, we serve an international clientele of interior designers, hotels, and high-end retailers. Our collections combine classic sophistication with contemporary trends, offering a comprehensive range of luxury furniture, lighting, and accessories that set the standard in international interior design. Position within Eichholtz Reports to: Financial Controller (HQ) Supervises: Assistant bookkeeper (position to be filled in due time) Key collaborations: Controllers, CFO, HR, Operations, Sales, and external auditors Role Purpose As Financial Officer at Eichholtz, you will be hands-on in managing our day-to-day financial operations. You will be responsible for executing key financial processes, maintaining accurate records, and ensuring timely reporting. Your practical financial expertise will be essential in supporting our business operations and contributing to strategic decision-making. We're looking for someone who enjoys diving deep into financial details while maintaining a clear overview of the bigger picture. Key Responsibilities Core Financial Activities Execute daily financial transactions and maintain accurate records in Business Central Process and verify accounts payable and receivable Perform bank reconciliations and manage cash flow reporting Prepare monthly, quarterly, and annual financial statements Handle VAT returns and other tax-related matters Conduct detailed financial analysis and create management reports Process Execution and Improvement Key user of Microsoft Business Central Execute month-end and year-end closing procedures Implement and maintain financial controls and procedures Identify and execute process improvements to increase efficiency Create and maintain financial documentation and procedures Financial Analysis and Reporting Generate and analyze financial reports for management decision-making Prepare budget versus actual analysis and investigate variances Support the preparation of annual budgets Assist in external audit preparations by preparing required documentation Requirements Education and Experience Minimum Bachelor education in finance or related field Minimum 5 years experience in a financial role, preferably with demonstrable leadership experience Thorough knowledge of financial laws and regulations Experience with preparing and aligning financial reports Experience with financial software within ERP systems, specifically Business Central Ability to effectively manage and maintain these systems Competencies Accuracy Integrity Leadership Strong communication skills Organizational skills Analytical thinking Problem-solving ability Working Conditions Primarily office-based with flexible working hours according to Eichholtz guidelines Hours may occasionally vary depending on deadlines and projects Remote work allowed according to Eichholtz guidelines Position involves extensive computer work and seated activities May experience time pressure during year-end and monthly closings Handles sensitive financial information requiring high level of confidentiality Core Values in This Role Creativity: Creative approach to time management and problem-solving, while maintaining strict accuracy in financial matters Courage: Commitment to reporting facts accurately, regardless of outcomes Engaged Community: Ensuring timely information gathering from other departments for accurate reporting Commitment: Organization must be able to rely implicitly on your accurate processing and reporting within the Finance department Eichholtz Share this job RSSJobsContact Us© 2025 Pequnia Powered by JBoard Cookie settings
$50k-90k yearly est. 60d+ ago
Compliance -Risk Management Senior Officer - Associate
JPMC
Trust officer job in Columbus, OH
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Job Summary As a Compliance Risk Management Senior Officer - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You partner with Line of Business and global or regional Compliance teams, including Internal Audit, Operational Risk, and other Control functions. You bring your compliance expertise and knowledge of regulatory and audit best practices to help us maintain robust risk controls. Together, we ensure our business operates responsibly and meets the highest standards. Job Responsibilities Perform on-site and remote compliance examinations of broker-dealer and investment advisory businesses to ensure adherence to firm policies and procedures. Conduct analysis of trading branch configuration, and documentation as part of compliance examinations. Evaluate findings and formulate conclusions in written reports, schedules, worksheets, and narrative materials. Collaborate with Line of Business, Supervision, global or regional Compliance teams, Internal Audit, Operational Risk, and other Control functions. Apply regulatory and audit best practices to all monitoring and testing activities. Maintain high attention to detail and work independently to meet objectives. Travel regionally up to 40% to conduct examinations. Successfully complete enhanced screening requirements for High Security Access systems. Hold a valid driver's license for travel requirements. Required Qualifications, Capabilities, and Skills Undergraduate degree or equivalent experience. Minimum 3 years of experience in financial services, compliance, or regulatory roles. High attention to detail, flexibility, patience, and strong analytical skills. Excellent interpersonal skills and ability to work independently. Ability to travel up to 40% (mostly regional). Valid driver's license. Preferred Qualifications, Capabilities, and Skills FINRA Series 7, 66 and 24 licenses. Experience with High Security Access systems and enhanced screening processes. Familiarity with trading analysis and document review procedures. Strong written communication skills for reporting and documentation. Experience collaborating with cross-functional teams. Knowledge of regulatory and audit best practices in financial services. Demonstrated ability to challenge the status quo and drive process improvements.
$55k-98k yearly est. Auto-Apply 60d+ ago
Program Finance Officer
Multiplier 3.8
Remote trust officer job
Department Multiplier Core Team Employment Type Permanent - Full Time Location Remote Workplace type Fully remote Compensation $150,000 - $160,000 / year Primary Responsibilities The Ideal Candidate Workplace, Compensation & Application About Multiplier Multiplier accelerates impact for innovative projects focused on protecting and fostering a healthy, sustainable, resilient and equitable world. At Multiplier, program teams can turn game-changing ideas into planet-saving impact, and they can do it faster and better than they otherwise could. Multiplier celebrates diversity and is committed to building teams and partnerships that represent a variety of backgrounds, perspectives, and skills. Multiplier is also committed to providing an environment of mutual respect that is free from discrimination and harassment. Multiplier prohibits discrimination in its governance, programs, and activities on the basis of race, color, national origin, age, disability, religion, gender, sexual orientation, gender identity, genetic information, political beliefs, reprisal, marital status, amnesty, status as a covered veteran, because all or part of an individual's income is derived from public assistance, or for any other factor that is not based on merit.
$50k-73k yearly est. 29d ago
Investment Advisor in Public Funds
Meeder Investment Management 3.8
Trust officer job in Dublin, OH
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm. Position: Investment Advisor in Public Funds The ideal candidate will expand the Public Funds by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout California and neighboring states. Requirements for this role include residing on the West Coast, preferably in California. The main focus of this position will be business development within the public sector. Primary Responsibilities Expand the Public Funds Division Coordinate information flow between clients, staff, operations and investments. Analyze various investment options to identify and propose optimal investment solutions. Coordinate preparation of reports, presentations, proposals and other written communication. Regular networking through attendance at conferences and other municipal events. Educate clients and prospects on current market events and investment opportunities. Support and develop sales, marketing and service initiatives and activities. Critical Success Factors Understanding of capital markets with an emphasis on fixed income. Familiarity with financial modeling, review and analysis. Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment. Independent and self-motivated with a proven track record of business development. Ability to think and act strategically. Excellent communication skills, both verbal and written. Effective presentation skills within both large and small audiences. Demonstrates unwavering personal and professional integrity. Desire to take initiative, improve processes and solve problems. Strong quantitative problem solving and analytical skills. Detail oriented with strong organizational skills. Effective relationship management skills. Enthusiastic, high-energy, positive attitude. Willingness to travel regularly. Skills Required Bachelor's Degree in Finance, Economics or related field. Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility. CFP, CFA, CMT or other professional designation or candidacy is a plus. Strong working knowledge of Word, Excel and PowerPoint.
$84k-147k yearly est. 60d+ ago
Business Officer II Accounts Receivables SEA22
Triplenet Technologies
Remote trust officer job
Prepare multiple accounting entries to move revenues onto correct grants or County-funded projects in accordance with County policy. Participate in the fiscal close process at year-end by identifying the need for accruals (revenue and expenditure), assisting program staff in estimating the value of such accruals under GAAP, and recording these accruals in the County's general ledger system Oracle eBusiness Suite (EBS). Provide ongoing support to program staff by reconciling ledgers, reviewing grant billing requests from program staff, identifying allowable and unallowable charges in the County's financial system for various grants and preparing financial reports for program staff. Work with program staff and funders to process grant billing requests. Monitor the status of aging receivables, and work with division staff and funders in collection efforts. Perform reconciliations between subledgers within EBS and prepare reconciling journal entries. Prepare award-level and fund-level reconciliations for federal and state reporting. Assist in the annual preparation of the Schedule of Expenditures of Federal Awards (SEFA) report, the Schedule of State Financial Assistance (SSFA) report, and with other federal, state, and local reporting requirements. Assist in processing miscellaneous billing requests and other receivables functions in order to support the Accounts Receivable team. EXPERIENCE, QUALIFICATIONS, KNOWLEDGE, SKILLS: Working knowledge of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS). Knowledge of and skill in governmental accounting. Knowledge of and skill in applying various financial and accounting principles, practices and methods. Knowledge of various automated financial management systems. Knowledge of and ability to apply federal, state, and local legislative guidelines. Knowledge of grant management and grant billing requirements for federal, state, and local awards and contracts. Knowledge of and skill in applying theories, principles and practices of accounts receivable administration. Skill in: Analytical thinking and problem solving. Utilizing computerized, manual, and automated financial management systems. Communicating effectively both orally and in writing. Maintaining effective working relationships and working with a variety of individuals representing diverse cultures and backgrounds. Interpreting laws, regulations, agreements, ordinance codes and resolutions. Creating complex computerized spreadsheets and word processing documents. Evaluating and recommending internal controls. Adjusting to changing priorities and handling multiple tasks simultaneously with attention to detail. Exercising sound professional judgments in maintaining confidentiality, releasing information and forecasting consequences of decisions made and recommendations offered. Desirable Skills, Knowledge, and Abilities: Knowledge of accounting structure, policies and operating programs of County. Advanced aptitude with Microsoft Excel; proficient with Microsoft Access and Microsoft Word. Bachelor's Degree in Accounting, or equivalent education and experience and / or any equivalent combination of experience and education which provides the applicant with the desired skills, knowledge and ability required to perform the work. Working knowledge of Oracle EBS Financial Systems. Active license holder as a Certified Public Accountant. Duration: Up to 910 hours Location: Downtown Seattle (will work from home) Pay: $39.70 per hour
$39.7 hourly 60d+ ago
J.P. Morgan Wealth Management - Investment Professional - Westerville, OH
Jpmorgan Chase & Co 4.8
Remote trust officer job
JobID: 210689163 JobSchedule: Full time JobShift: : At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities * Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone * Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs * Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions * Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills * Strong compliance record in prior position(s) and ability to hold a registration in all 50 states * Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment * Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change * Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills * Bachelor's degree preferred or equivalent experience * 2 years of relevant financial services or brokerage experience * Flexibility, self-motivation, coachability, and passionate for helping people * Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information * Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. * Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)
$57k-103k yearly est. Auto-Apply 44d ago
Head Financial Officer (HFO) (Remote)
Operation Twelve Laboratories
Remote trust officer job
About the Role: We are seeking a highly motivated and organized individual to fill the role of Regional Financial Officer at Operation Twelve Laboratories. The RFO will be responsible for maintaining a complete and accurate record of the organization's funds and overseeing fundraising efforts to support its programs. In this role, you will also be preparing annual budget requests, applying for scholarships and grants, and serving as the legal financial representative for Operation Twelve Laboratories at UC San Diego. Responsibilities: Keep a complete and accurate record of the organization's funds. Sign requisitions for organization funds. Prepare annual financial budget request packets. Organize fundraising events to assist Operation Twelve programs. Suggest and apply for scholarships, grants, and funding to support the operations of the organization. Serve as the legal financial representative of Operation Twelve Laboratories. Identify and pursue funding opportunities through grant applications, sponsorships, and other means to support the organization's mission and activities. Have primary access to the bank and affiliated accounts. Requirements: Bachelor's or Master's degree in finance, accounting, business, or a related field. Strong organizational and analytical skills, with attention to detail and accuracy. Knowledge of financial management principles and practices, including budgeting and accounting. Ability to prepare and present financial reports and analysis. Excellent communication and interpersonal skills, with the ability to work collaboratively with others. Experience in fundraising and grant writing preferred. Proficiency in financial software and Microsoft Office. Must be a student pursuing an undergraduate or master's degree.
$49k-89k yearly est. 60d+ ago
Specialty Wealth Asset Officer Senior - (Trust Real Estate)
City National Bank 4.9
Remote trust officer job
*SPECIALTY WEALTH ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including providing oversight of property operations (oversight of 3rd party service provider selection/performance/retention, rent collection, expense payment, oversight of maintenance activities, etc.) and managing transactions and asset level projects (acquisitions, dispositions, leasing, recognized environmental conditions, and capital expenditures, etc.), while completing all asset level regulatory/reporting requirements in accordance with established policies, procedures, practices, and direction. Provides support to the relationship team by providing asset level expertise and coordinating communication with colleagues, clients, tenants, managers/general partners/officer, and 3rd party service providers around activities and issues at the asset level. Considers investment objectives, account circumstances, investment performance, concentration issues, and profitability from a fiduciary perspective while administering the assets in their portfolio. Partners with client facing colleagues in proactive client service/communication and sales activities. WHAT WILL YOU DO? * Provides asset/investment management services for their assigned portfolio of Specialty Wealth assets held in fiduciary accounts within investment guidelines and the regulatory framework. * Manages portfolio while mitigating risk and following established company and department policies, procedures, and best practices. * Completes all regulatory and internal requirements associated with the assets in their portfolio in accordance with established policies, procedures and practices, such as annual reviews, inspections, valuations, document retention, audit inquiries, etc. * Oversees the operations at the asset level, either through a 3rd party or directly, including but not limited to asset performance, income collection, expense payment, 3rd party repair/maintenance activities, etc. * Recommends and (with appropriate approvals) implements strategies for the Specialty Wealth assets of an account which incorporates client's investment objective, account size, asset mix, liquidity and account circumstance. * Facilitates transactions and projects of Specialty Wealth assets in accounts, including acquisitions, dispositions, exchanges, leases, capital expenditures, etc. * When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level. * When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level. * Coordinate/communicate specialty wealth asset activities as appropriate with assigned Trust Officers and other relationship managers. * Participate in meetings and presentations that promote product and service awareness among clients, prospects, and referral sources. * Maintain a "Satisfactory" internal and external audit review. * Comply with policies to identify and resolve environmental issues and ADA compliance issues. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 7 years of property/asset management (residential/commercial) experience necessary. Fiduciary Experience a plus. * 7 years of experience in analyzing appropriate industry investments, including operating statements, market data and its sources, offering memorandums/offerings, and relevant 3rd party reports. *Additional Qualifications* * Proven communication, analytical, negotiating and sales skills, coupled with computer literacy * Strong attention to detail and customer service orientation * Proven ability to work in a multi-task environment with oversight * Works effectively within a team as well as individually * Professional Credentials such as CPM, CCIM or other relevant and recognized industry backed designations preferred. * Formal education in relevant field/topic/major a plus * 4 additional year of relevant experience may be considered as a substitute for formal education/degree *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$92.1k-156.9k yearly 7d ago
Investor Relations Specialist
Maharaja Enterprises 4.1
Remote trust officer job
IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Investor Relations Specialist (Full-time/Part-time): As an Investor Relations Specialist at Maharaja Enterprises, your responsibilities will include: Investor Relations Sourcing: Identify and source potential equity capital partners, including individuals, institutional investors, private equity firms, and other sources of equity funding. Relationship Building: Cultivate and maintain strong relationships with equity capital partners, fostering trust, credibility, and long-term partnerships. Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential equity capital investments, evaluating investment opportunities, risks, and potential returns. Investment Structuring: Develop and structure investment deals, including negotiating terms, equity stakes, investment amounts, and exit strategies, to optimize returns for both Maharaja Enterprises and equity capital partners. Deal Negotiation: Lead negotiations with equity capital partners, ensuring favorable terms, alignment of interests, and mutually beneficial agreements. Investment Presentation: Prepare compelling investment presentations and pitch materials to effectively communicate investment opportunities to equity capital partners, highlighting the value proposition, potential returns, and risk profiles. Investment Portfolio Management: Monitor and manage the performance of equity capital investments, tracking financial metrics, conducting periodic reviews, and making strategic adjustments as necessary. Risk Assessment: Evaluate and mitigate investment risks by conducting thorough market analysis, industry research, and financial modeling. Compliance and Regulation: Stay informed about relevant laws, regulations, and compliance requirements related to equity capital investments, ensuring adherence to legal and regulatory standards. Reporting and Documentation: Prepare regular reports, presentations, and documentation to provide updates on equity capital investments, performance metrics, and investment portfolio status. Collaborative Teamwork: Collaborate closely with other team members, including executives, legal counsel, and investment professionals, to ensure seamless coordination, alignment, and execution of equity capital strategies. Market Research: Continuously monitor market trends, industry developments, and investment opportunities to identify potential equity capital sources and stay informed about emerging market dynamics. As an Investor Relations Specialist, you will play a crucial role in securing equity capital for Maharaja Enterprises' real estate ventures, fueling growth, and optimizing investment opportunities. Your expertise in equity capital sourcing, deal structuring, and relationship management will contribute to the overall success of the company's equity capital strategies. Experience: - Experience in finance, economics, or a related field - Strong knowledge of investment banking, financial planning, and investment management principles - Proficiency in financial concepts and analysis techniques - Excellent analytical and problem-solving skills - Strong attention to detail and accuracy in data analysis - Effective communication skills to explain complex financial concepts to clients - Ability to work independently and as part of a team Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is not exhaustive and may be subject to change or modification at any time. Job Types: Contract, Part-time, Full-time Benefits: Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Monday to Friday Supplemental pay types: Commission pay Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Investors Relations Specialist
$83k-164k yearly est. 60d+ ago
Investment Advisor
Empower Retirement 4.3
Remote trust officer job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$55.3k-76.1k yearly Auto-Apply 4d ago
Senior Alternative Investment Specialist - B/D Channel -Texas Territory
T. Rowe Price 4.5
Remote trust officer job
External Description: T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial opportunity to start and grow a business while partnering with an established team and leveraging the resources of an established global investment firm. Role Summary The position works closely with the US Intermediaries (USI) business unit and will report to the Head of Alternative Investment Specialists for Broker/Dealer This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales. This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through financial advisors within US based financial intermediaries. Responsibilities include: Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels Present TRP's Alternative capabilities to Financial Advisors and Investors Educate TRPs generalist sales team(s) on available alternative strategies Manage an alternative sales pipeline Develop relationships with prospect wealth firms across all WM channels Responsibilities Accountable for driving sales in alternatives with target advisors in region. Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors. Prospect new advisor relationships with the goal of directly driving sales across alternative products Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system. Provide insight and proactive ideas for improvement to optimize team's time and improve client experience Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM. Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making. Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights. Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment structures. Qualifications Required: Prior experience in private credit Proven direct new business generation experience Proven ability to drive sales directly with clients / intermediaries In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc. Minimum of 5+ years of Alts experience College degree required Exceptional communication skills including written, verbal, and delivering presentations Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms Strong organizational, time management, and relationship management skills Significant travel required Preferred: 10+ years of Alts experience Series 7 & 63 preferred; must obtain within 3 months of hire Advanced degree or designation (e.g. CFA, CAIA, CIMA) Previous experience and proven success with fundraising through Broker/Dealer relationships FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Senior Alternative Investment Specialist - B/D Channel -Texas Territory Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$64k-110k yearly est. 60d+ ago

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Updated January 15, 2026

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