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Associate Director of Planned Giving Duties: Assists in planning and implementing the programmatic vision for Development and Alumni Relation’s (DAR) Planned Giving office. Interact directly with donors to address all aspects ..
Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
Associate Director - Planned Giving The candidate will interact directly with donors to address all aspects of the personal, financial, legal and tax consequences of charitable giving, especially life income gifts ..
Trust Officer The candidate will administer ... The candidate will administer fiduciary trust accounts and agency investment accounts. ... and agency investment accounts. Provide trust and estate planning solutions and..
Site Acquisition Specialist The candidate will be responsible for: Serve as primary point of contact for a specific group of sites and oversees site development activities, including leasing, permitting, and land ..
... use knowledge of investments, financial planning, credit and banking to both ... relationships with clients by earning trust, thoroughly understanding client needs, providing ... asset allocation, investment management, wealth..