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Wells Fargo Senior Trust Officer - Fiduciary Specialist United States, Pennsylvania, Philadelphia
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial...
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Lead or participate in identifying and originating new relationships within the Early & Growth Stage Technology business segments. Prospect companies in the Chicago market with annual gross sales up to...
Be directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects. Assist in delivering the full range of products...
Help lead effort to develop proxy voting policies and guidelines in conjunction with Investment, Compliance, Risk, Legal, Business teams, and third-party vendor support. Research and provide recommendations on proxy proposals....
Support the daily activities of the counterparty exposure monitoring program. Ensure there are effective processes and rigor with respect to daily, monthly, and quarterly exposure variances and exception validations. Perform...
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Are you a skilled investor looking for a way to make your mark in the technology industry? If so, the Investment Officer role at Expoint may be the perfect opportunity for you! This rewarding position involves leveraging your expertise to execute strategic investments that contribute to the growth of a cutting-edge tech company.
Beyond the key responsibility of making the best investments possible with company funds, the Investment Officer plays an integral role in helping to make the day-to-day operations run smoothly. Keeping a sharp eye on the company’s portfolio and mitigating potential risks associated with investments are also part of the job.
The successful candidate will have a deep understanding of the tech space as well as a solid foundation of financial acumen and experience. An ability to think analytically and strategically, excellent communication skills, and the ability to work well in a team setting round out the ideal profile.
Expoint is dedicated to connecting the world’s top tech talents with the best opportunities the industry has to offer. We strive to create a supportive and collaborative environment that allows our team to thrive. If this sounds like an opportunity you’d be excited to take on, we’d love to hear from you!