- Wells Fargo (Purchase, NY)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- KeyBank (New York, NY)
- …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
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth… more
- KeyBank (Amherst, NY)
- …The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or testing concepts ... (eg - trust , private banking, securities/investment management) as well trust / fiduciary related compliance, operations, and risk management strategies with… more
- KeyBank (Albany, NY)
- …to nonprofit, public, corporate, government, and Tribal Nation clients. The Senior Relationship Manager (SRM) leads the execution of the Institutional Advisors ... referrals from clients, internal partners, and COIs. The Senior Relationship Manager drives current relationships forward, expands...of all fiduciary services. + Apply sound fiduciary judgment to trust matters in order… more
- Comerica (New York, NY)
- …IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will ... participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying with all… more
- TD Bank (New York, NY)
- …Inc) with independent and complex regulatory regimes.** **The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing ... Distribution teams are both** **securities-registered** **and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust . The… more
- Highmark Health (Albany, NY)
- …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
- Charles Schwab (New York, NY)
- …this role to work on site in the specified location.** As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- Citigroup (New York, NY)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more