- KeyBank (Hartford, CT)
- …of client advice + If appropriate, may function as the lead contact on a client relationship while engaging a Relationship Manager to ensure that a complete ... of the annual client plan and actively participates in the execution ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working directly… more
- KeyBank (Norwalk, CT)
- …in the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete ... the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working… more
- KeyBank (Hartford, CT)
- … service to nonprofit, public, corporate, government, and Tribal Nation clients. The Relationship Manager (RM) leads the execution of the Institutional Advisors ... clients, referrals from clients, internal partners, and COIs. The Relationship Manager drives current relationships forward, expands...delivery of all fiduciary services. Apply sound fiduciary judgment to trust matters in order… more
- Highmark Health (Hartford, CT)
- …organizational change; encourage participation in activities that support relationship development; champion information security innovation; encourage and enforce ... cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals… more
- M&T Bank (Fairfield, CT)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives… more
- Highmark Health (Hartford, CT)
- …organizational change; encourage participation in activities that support relationship development; champion information security and risk management innovation; ... + 5 - 7 years establishing budgets and meeting fiduciary goals **Preferred** + Experience managing an Identity and...and policy-based access control (PBAC). + Experience with Zero Trust security models and their application to Identity and… more