Wealth Management Jobs in Merrimack

Specialist The candidate reports to the Vice President and Chief Fiduciary Officer. The position has both a trust administration and legal component, and acts as a support for both new and existing trust business. Review trust documents for prospects interested in naming company as trustee. Ensure compliance with company policies and procedures. Assist trust administration with technical fiduciary issues and the administration of special assets held in trust. Condu... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Charitable Planning Consultant Duties: Building awareness and positioning FC products to financial, legal, and tax planning intermediaries. Representing, building awareness, and positioning products within the Fidelity distribution channels, especially Fidelity branches. Introducing FC to new lines of philanthropy, including Private Equity, Corporate and others. Developing ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues. E... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trust Officer The candidate will be responsible for performing or overseeing all the details of trust account management and administration. Will be... ensures that the client’s portfolio is invested in the appropriate investment strategy. Responsible for monitoring account activity to ensure compliance with a trust document, as well as internal procedures; investigating and recommending action on discretionary decisions; and providing estate and tax expertise as necessary. M... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Regional Fiduciary Officer is responsible for providing fiduciary guidance and expertise to read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Private Banking Associate The candidate will provide to support to our Private Banking Division and will focus on financial reporting and client correspondence, as well as administer new client account set up and maintenance. Will work with specialized clients to facilitate client meetings, schedule reviews and process distributions. Will work with other business partners to increase referrals to the overall Wealth Management division.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Estate & Gift Planning - Northern New England Duties: Responsible for 15+% of the organization’s revenue, second only to our well-known “Relay for Life” and other special events. Builds relationships with planned giving prospects and donors in addition to estate and financial planning professionals. Document $750K-$1,300K in new gifts Net Present Value; Meet personally with prospects, donors and professional advisors (220 face-to-face scheduled contacts ann... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns... accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns... accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

(Estate Tax) - GS-0905-13/13 The candidate will be responsible for delivering the instruction/training to individuals from within organization. As a CIT, will use technical expertise and years of experience to plan and conduct training on basic and/or advanced areas of tax law, procedures, policies, techniques, or other specialized fields unique to position/occupation. As a CIT will be called upon to share knowledge and expertise with employees within unit/organizat... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management Associate The candidate... will focus on financial reporting and client correspondence, and administer new client account set up and maintenance. Will also serve as a database expert with the Trust Administration system. Take on more complex duties in Estate Management and Trust Administration to... include working closely with specialized clients in various ways such as, facilitating client meetings, scheduling reviews and processing distributions. Work closely... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here