3,944 Trust Management jobs in the United States
Wealth Management Trust Officer
Posted 2 days ago
Job Viewed
Job Description
**Job Description**
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
**Basic Qualifications:**
+ Bachelor's degree, or equivalent work experience
+ Eight or more years of experience in Trust administration
+ Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program
**Preferred Skills/Experience:**
+ Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts
+ Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
+ Basic project and information management skills
+ Ability to identify and resolve complex problems with minimal guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Excellent interpersonal, verbal and communication skills
+ Well-developed customer service/relations skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Private Wealth Management Trust Advisor
Posted 7 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
- Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
- Consistently generates large new business opportunities
- Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
- Ensures that account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
- Bachelors degree in business, finance, economics, accounting or related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services).
- High School Diploma or GED and twelve (12) years of relevant experience may also qualify
- Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
- Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
Skills and Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines
- Confidently explain solutions, with a high degree of influence
- Excellent oral, written and organizational skills
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Strong presentation and sales skills
- Advanced analytical and problem-solving skills, including attention to detail
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum: $104,673.25 USD
50th Percentile: $150,950.00 USD
Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Location:Clayton, Missouri
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
#J-18808-LjbffrPrivate Wealth Management Trust Advisor
Posted today
Job Viewed
Job Description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.
**Primary Responsibilities**
+ Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
+ Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
+ Consistently generates large new business opportunities
+ Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
+ Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
+ Ensures that account administration complies with fiduciary principles
+ Coordinates client service activities with other wealth management partners
+ Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services).
+ High School Diploma or GED and twelve (12) years of relevant experience may also qualify
+ Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
+ Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
**Preferences**
+ Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
**Skills and Competencies**
+ Ability to interpret and present complex topics in a concise and effective manner
+ Ability to manage multiple goals and deadlines
+ Confidently explain solutions, with a high degree of influence
+ Excellent oral, written and organizational skills
+ Proficiency in Microsoft Office (Word, Excel, PowerPoint)
+ Strong presentation and sales skills
+ Advanced analytical and problem-solving skills, including attention to detail
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$104,673.25 USD
**_Median:_**
$150,950.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Orlando Main 111 N Orange Ave
**Location:**
Orlando, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Private Wealth Management Trust Officer
Posted 6 days ago
Job Viewed
Job Description
**Job Description**
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
**Basic Qualifications:**
+ Bachelor's degree, or equivalent work experience
+ 5 or more years of experience in Trust administration
-
**Preferred Skills/Experience:**
+ Professional Designation is highly preferred and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program
+ Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts
+ Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
+ Basic project and information management skills
+ Ability to identify and resolve complex problems with minimal guidance
+ Ability to manage multiple tasks/projects and deadlines simultaneously
+ Strong interpersonal, verbal and communication skills
+ Advanced customer service/relations skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Private Wealth Management Trust Advisor - JD
Posted today
Job Viewed
Job Description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.
**Primary Responsibilities**
+ Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
+ Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
+ Consistently generates large new business opportunities
+ Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
+ Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
+ Ensures that account administration complies with fiduciary principles
+ Coordinates client service activities with other wealth management partners
+ Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services).
+ High School Diploma or GED and twelve (12) years of relevant experience may also qualify
+ Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
+ Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
**Preferences**
+ Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
**Skills and Competencies**
+ Ability to interpret and present complex topics in a concise and effective manner
+ Ability to manage multiple goals and deadlines
+ Confidently explain solutions, with a high degree of influence
+ Excellent oral, written and organizational skills
+ Proficiency in Microsoft Office (Word, Excel, PowerPoint)
+ Strong presentation and sales skills
+ Advanced analytical and problem-solving skills, including attention to detail
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$104,673.25 USD
**_Median:_**
$150,950.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Buckhead
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Private Wealth Management Trust Advisor - JD
Posted 26 days ago
Job Viewed
Job Description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.
**Primary Responsibilities**
+ Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
+ Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
+ Consistently generates large new business opportunities
+ Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
+ Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
+ Ensures that account administration complies with fiduciary principles
+ Coordinates client service activities with other wealth management partners
+ Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree in business, finance, economics, accounting or related field
+ Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services).
+ High School Diploma or GED and twelve (12) years of relevant experience may also qualify
+ Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
+ Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
**Preferences**
+ Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
**Skills and Competencies**
+ Ability to interpret and present complex topics in a concise and effective manner
+ Ability to manage multiple goals and deadlines
+ Confidently explain solutions, with a high degree of influence
+ Excellent oral, written and organizational skills
+ Proficiency in Microsoft Office (Word, Excel, PowerPoint)
+ Strong presentation and sales skills
+ Advanced analytical and problem-solving skills, including attention to detail
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$104,673.25 USD
**_Median:_**
$150,950.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Clayton MO
**Location:**
Clayton, Missouri
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Director, Portfolio Management
Posted 8 days ago
Job Viewed
Job Description
Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.
Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $0 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.
Position Summary:
We are seeking an experienced and strategic professional with 7+ years of experience in construction servicing, surveillance, asset management and portfolio risk management to join our team as a Director of Portfolio Management for our construction lending division. This role will manage a diverse portfolio of construction loans across the country and will serve as a key point of contact for internal and external stakeholders.
Essential Duties & Responsibilities:
- Portfolio Surveillance & Risk Monitoring:
- Oversee the surveillance of a diverse portfolio of construction loans, ensuring timely identification of early delinquencies, credit deterioration, and market risks.
- Continuously enhance risk rating system and ensure consistent application of internal risk framework.
- Analyze trends in portfolio performance and emerging risks across markets, sponsors, and project types.
- Generate comprehensive project-by-project and portfolio-level reports and presentations for various internal and external stakeholders highlighting portfolio health, key risks, and mitigation efforts.
- Asset & Portfolio Management:
- Oversee an active portfolio of construction loans, ensuring compliance with loan covenants, monitoring construction progress and overseeing sell-out/lease-up progress
- Design and execute early-stage intervention strategies to resolve at risk loans an mitigate transfers to Special Servicing.
- Manage the watchlist process, including setting inclusion criteria, leading periodic reviews, and overseeing action plans.
- Develop tailored workout solutions that result in successful completion of the project and/or repayment of the loan.
- Cross-functional Collaboration :
- Work closely with originators, capital markets, underwriting, construction monitoring, and special servicing teams to maintain end-to-end visibility into loan and portfolio performance.
- Participate in enhancing policies in procedures.
- Team Leadership & Development:
- Lead and mentor a team of analysts and asset managers responsible for ongoing monitoring and workouts.
- Develop performance goals, provide coaching, and foster a high performance culture within the team.
- Preform other duties as assigned.
- 7+ years of direct industry experience.
- Strong surveillance, risk management, portfolio management, and asset management skills.
- Deep understanding of and direct experience with all stages of the full lifecycle of commercial real estate development-from acquisition and entitlements to design, permitting, construction, and stabilization/sell-out.
- Specialized experience in residential/multifamily development is highly desirable.
- Strong management and interpersonal skills for direct reports
- Strong analytical and credit underwriting skills.
- Excellent project management and communication skills.
- Ability to work independently and collaboratively in a hybrid work environment.
This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday.
Compensation:
The base pay range for this position is 130,000- 160,000 plus annual discretionary bonus based on performance of the individual and company.
What We Offer:
The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:
- Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
- Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits
- Highly competitive performance bonus
- 401(k) retirement program with employer match
- Tuition reimbursement toward professional development
- Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
- Onsite gym (Thousand Oaks only)
- 12 Paid Holidays
Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.
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Portfolio Management Engineer
Posted today
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Job Description
Brooklyn Investment Group is an SEC-registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the most powerful engines for customizing investment portfolios and more than $5 billion has been traded on its portfolios to date. Our growing team of 20+ quant investors, machine learning researchers, and software engineers comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates.
Opportunity
If you're interested in the growing intersection of finance and technology, this opportunity offers a unique value proposition. At Brooklyn, we are firm believers in the transformative potential of technology to revolutionize portfolio management and trade execution. We are dedicated to architecting one of the most cutting-edge portfolio management platforms in the industry.
As a Portfolio Management Engineer, you will play a crucial role as the primary liaison for our clients, operational partners, and custodians. Your core responsibilities will involve developing tech-forward tools to optimize portfolio management, trade execution, and reconciliation processes. You'll collaborate closely with teams across quant, engineering, research, and trading to ensure seamless workflows and innovation.
Responsibilities- Ongoing Portfolio Management: Act as a bridge between portfolio management and trading teams, serving as the primary point of contact for operational partners and custodians, lending to smooth coordination and execution of trades.
- Platform Enhancements: Take part in the implementation of enhancements to the portfolio management platform, utilizing stakeholder feedback and industry benchmarks to enhance functionality, reliability, and scalability, all while maintaining a top-notch user experience.
- Collaborative Coordination: Coordinate closely with portfolio construction teams to ensure alignment between client objectives and investment strategies, facilitating a seamless experience for clients throughout the investment lifecycle.
- Client Service: Serve as a primary point of contact for clients regarding portfolio management, trading, and reporting, offering timely updates and addressing any inquiries or concerns to maintain a high level of client satisfaction.
- Professional Experience: Two or more years of professional work experience in equities portfolio management or investment operations.
- Education Background: Bachelor's or Master's degree from a leading institution in a quantitative discipline, such as mathematics, natural sciences, engineering, computer science, or economics.
- Proficiency in Python: Demonstrate an advanced level of skill in Python programming. Follow industry best practices in software development, ensuring code is clean, modular, and efficient.
- Professional Attributes: Desire to work in a fast-paced environment with meticulous attention to detail, striving to stay at the forefront of innovation in investment management.
- Experience interacting with custodian platforms, such as Schwab and Fidelity, familiarity with order management systems, and trade execution, involving algorithmic solutions, are advantageous but not mandatory.
$25,000 - 160,000 a year
Please send your CV, GitHub profile, and a paragraph on why you'd be an excellent addition to the company to Anticipated range of 125,000- 160,000 for base salary, depending on the amount of compensation desired in equity options, and on the level of experience.
Brooklyn Investment Group, LLC, is a wholly owned subsidiary of Brooklyn Artificial Intelligence Research, D/B/A of Skopos Labs, Inc. Brooklyn Investment Group and Brooklyn Artificial Investment Research are equal opportunity employers. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, or disability status.
AVP, Portfolio Management
Posted today
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When you join Verizon. You want more out of a career. A place to share your ideas freely even if theyre daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connect Portfolio, Management, Budget Manager, Marketing, Corporate Strategy, Banking, Investment
Portfolio Management Analyst
Posted today
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Job Description
Requisition ID # 166753
Job Category: Accounting / Finance
Job Level: Individual Contributor
Business Unit: Engineering, Planning & Strategy
Work Type: Hybrid
Job Location: Oakland
Department Overview
The Energy Policy and Procurement (EPP) organization procures wholesale energy-related products and manages PG&E's policy activities for energy proceedings, actively participating in regulatory and legislative proceedings that shape the design and implementation of state, regional, and federal energy regulations and policy. In addition, EPP is responsible for long-term planning, risk management, and compliance functions related to PG&E's wholesale energy portfolio.
The Commercial Procurement Department is responsible for procuring the Company's wholesale power purchase contracts including those specifically for renewable energy and storage resources. The team manages procurement program solicitations, each of which must be designed to procure specific energy and capacity products to satisfy the policy objectives at minimum cost.
The Procurement Strategy Team within Commercial Procurement is responsible for developing, optimizing, and implementing EPP's long term procurement plans and strategies designed to drive customer benefit and meet the state's reliability, greenhouse, and other policy goals.
Position Summary
PG&E is seeking a highly motivated Analyst who can develop and manage cross-functional projects, products or processes. The candidate will also have excellent written and verbal communication skills and demonstrated experience in informing and influencing senior leadership and key stakeholders.
This role will work closely with partners of the Procurement Strategy team including EPP's commercial and policy teams as well as the Law, Risk, and Regulatory Affairs departments. Success in this position will require the Analyst to have a strong understanding of ongoing policy and market changes and an ability to develop qualitative and quantitative frameworks for commercial decisions.
This position is hybrid, working from your remote office and your assigned work location based on business need. The work location is Oakland, CA.
PG&E is providing the salary range that the company in good faith believes it might pay for this position at the time of the job posting. This compensation range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. Although we estimate the successful candidate hired into this role will be placed between the entry point and the middle of the range, the decision will be made on a case-by-case basis related to these factors. This job is also eligible to participate in PG&E's discretionary incentive compensation programs.
A reasonable salary range is:
Bay Area Minimum: $93,000-$139,000
Reporting Relationship
This position reports to the Manager, Procurement Strategy.
Job Responsibilities
•Assist in development of EPP's long-term procurement strategies and plans, optimizing across all procurement workstreams to meet the state's reliability, renewable portfolio standard and greenhouse gas requirements, align with the company's overall clean energy mission and goals, minimize regulatory and financial risk, and maximize customer value.
•Support Commercial Procurement engagement in policy development associated with regulatory and legislative initiatives that impact commercial objectives.
•Assist in developing procurement implementation strategies to meet PG&E electric portfolio needs.
•As needed, provide analysis related to market trends, emerging technologies and opportunities, regulatory frameworks, pricing, etc to support commercial procurement activities.
•Support regulatory filings related to EPP procurement workstreams such as the Bundled Procurement Plan (BPP) and Renewable Portfolio Standard (RPS) Plan. Ensure alignment with long-term procurement strategies and plans.
•Build partnerships and working relationships across internal and external stakeholder groups.
Qualifications
Minimum:
•Bachelor's Degree with coursework in a business-related field, mathematics, engineering, or equivalent field of study; or equivalent experience
•1 years of job-related experience
Desired:
•Master's or other advanced degree in a related field.
•Two years of work experience in the wholesale supply side, development side, or strategy/policy side of the energy industry
•Knowledge of the procurement needs for the Company's wholesale energy portfolio, the impacts of, the company's competitive position, and rules and regulations that impact procurement
•Ability to present highly complex data and findings to diverse audiences; to lead Company development activities and to represent Commercial Procurement in discussions of electric procurement issues
•Knowledge of organizational structures, decision making and governance procedures regarding commercial procurement
•Ability to influence key decision makers
•Ability to manage major cross-functional projects and initiatives
•Ability to analyze complex problems and recommend solutions despite incomplete information and limited time
•Demonstrated focus on quality, efficiency, and continuous improvement.
•Excellent communication skills - interpersonal, written and presentation, including experience and ability to deliver executive level briefings - taking complex concepts and describing them thoroughly and succinctly.
•Excellent project management skills.
•Working knowledge of Microsoft analysis tools such as Microsoft Excel, VBA or SQL.
•Experience working with and analyzing large data sets
Purpose, Virtues and Stands
Our Purpose explains "why" we exist:
- Delivering for our hometowns
- Serving our planet
- Leading with love
- Trustworthy
- Empathetic
- Curious
- Tenacious
- Nimble
- Owners
- Everyone and everything is always safe
- Catastrophic wildfires shall stop
- It is enjoyable to work with and for PG&E
- Clean and resilient energy for all
- Our work shall create prosperity for all customers and investors
More About Our Company
EEO
Pacific Gas and Electric Company is an Equal Employment Opportunity employer that actively pursues and hires a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability status, medical condition, protected veteran status, marital status, pregnancy, sexual orientation, gender, gender identity, gender expression, genetic information or any other factor that is not related to the job.
Employee Privacy Notice The California Consumer Privacy Act (CCPA) goes into effect on January 1, 2020. CCPA grants new and far-reaching privacy rights to all California residents. The law also entitles job applicants, employees and non-employee workers to be notified of what personal information PG&E collects and for what purpose. The Employee Privacy Notice can be accessed through the following link: Employee Privacy Notice
PG&E will consider qualified applicants with arrest and conviction records for employment in a manner consistent with all state and local laws.