3 senior trust officer jobs found in Cleveland

Location: 127 Public Square, Cleveland Ohio Job Summary: The Regional Consultant, Special Services manages a book of business for institutional clients focused on custodial services, including management of benefit payments. This role partners with Institutional Advisors (IAs) and Philanthropic Consultants to deliver special servicing advice and solutions, supporting client expansion and acquisition across corporate, ERISA, government, and nonprofit markets. The Regional Consultant is responsible for complex custody relationships ensuring exceptional service delivery and proactive client management. Essential Job Functions Manage a portfolio of clients for custodial services, including benefit payments. Partner with Institutional Advisors on new special servicing opportunities in the markets (corporate, ERISA, government, and nonprofit).  Serve as regional sales support and client advisory support with travel required as needed. Support client expansion...

Location: 127 Public Square, Cleveland Ohio Job Description ABOUT THE JOB (JOB BRIEF):  Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:  Manages investment accounts of a large and complex nature with...

Location: 100 Public Square, Cleveland Ohio Job Summary: The Regional Philanthropic Consultant manages a nonprofit book of business focused on larger clients, delivering specialized philanthropic advice and solutions across regional markets. This role partners with Institutional Advisors (IAs) on new nonprofit acquisition and client expansion, and collaborates with Special Service Consultant to provide custodial, reporting, and other specialized services. The Consultant is responsible for administering and advising on complex gifting strategies while also managing less complex nonprofit relationships in partnership with Institutional Advisors. Essential Job Functions Manage and retain a portfolio of large nonprofit clients, providing tailored philanthropic advice and solutions. Expand client relationships through consultative engagement and proactive solutions. Oversee existing complex nonprofit servicing relationships, coordinating with Institutional Advisors...