2 senior trust officer jobs found

Hiring Range: $111,574 to $183,300 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. The Senior Manager of Tax Operations is responsible for the overall leadership, governance, and continuous improvement of the wealth tax operations function. This role ensures delivery of high-quality tax services to clients, strengthens relationships with Account Officers and internal stakeholders, oversees vendor performance, and maintains a robust control environment aligned with regulatory and audit expectations. The role requires deep expertise in trust and wealth-related tax matters and the ability to operate effectively in a highly regulated environment. MAJOR RESPONSIBILITIES:  Provide strategic leadership and oversight of the tax operations function, ensuring accurate,...

Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary: Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research. Responsibilities: Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance. Manages full client load with high client satisfaction and retention over multiple years. In accordance with the CT Asset Allocation Committee guidance, helps set customized asset allocation across equities, fixed income, and other asset classes according to policy targets and risk/return objectives for an...