- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... position is the investment, investment planning, and insurance products lead on the Wealth Management ...**_Learn more in our digital handbook_** Explore a rewarding Wealth Management career with US Bank… more
- Tompkins Community Bank (Rochester, NY)
- … wealth management services including planning, investments and trust services; lead wealth management business development efforts within the market; ... oversee or manage assigned wealth management accounts in accordance with legal...financial products. + Drive Business Development in the Assigned Market- Lead efforts to grow TFA's presence and client base.… more
- JPMorgan Chase (New York, NY)
- …business development efforts You will take the lead in uncovering and pursuing wealth management opportunities of existing Bank clients. You will also ... through a focused sales process. + Generate new assets under management from Bank -referred opportunities, existing wealth clients, and self-sourced business… more
- KeyBank (Amherst, NY)
- …audit. **Essential Job Functions** + Lead and manage a team of wealth management and trust testing professionals and provide oversight of the independent ... the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business,...Trust lines of business, products, and functional activities. Individuals lead the design and execution of testing and continuous… more
- Citigroup (New York, NY)
- …Wealth Technology Platform, aligned with the overall business objectives of Citi Wealth Management . + **Transformation Leadership:** Lead the end-to-end ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior ...broad financial & investment goals related to the creation, management , and transfer of wealth . + Develop ... team. + In addition to the role of Private Banker , the Team Leader will also have the following...goals. + Works closely with the Market Executive to lead the activities for the team. + Coach and… more
- Berkshire Bank (Queensbury, NY)
- …image for Bank through face to-face communication and telephone etiquette. Lead through lobby management , ensure prompt welcomes of assistance to clients, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. +… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... + Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients'… more
- M&T Bank (Buffalo, NY)
- …processing, regulatory, and strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include Wealth ... Who are We?** Banking Services is the primary back-office operation for the Bank , supporting multiple lines of business. We strive to deliver superior services and… more
- TD Bank (New York, NY)
- …**Depth & Scope:** + Subject Matter Expert with substantial knowledge/expertise in Wealth Management product offerings and platform design + Responsible for ... of TD's transactional platform(s) and solutions. The Senior Product Manager, US Wealth oversees the end-to-end management of assigned products, services and… more