- KeyBank (Amherst, NY)
- …strong focus on risks and controls. + Functional knowledge of wealth management products and services (eg - trust, private banking, securities/investment ... management related (eg - trust/fiduciary, asset management , private banking, securities, etc.) compliance, risk...and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg… more
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- KeyBank (Amherst, NY)
- … experience preferred. + Demonstrated in-depth knowledge of wealth management products and services (eg - trust, private banking, securities/investment ... and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +...businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to… more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...in each of the following: o Marketing and selling Private Wealth credit solutions with a goal… more
- US Bank (New York, NY)
- …Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client ... relationships starting at $3MM+ net worth into Private Wealth Management , help with client discovery and work with wealth management specialists to… more
- Citizens (New York, NY)
- …responsible for building out the first line of defense day-to-day supervision for the Private Wealth and Citizens Securities wealth businesses. This role ... Controls to build out the day-to-day Supervision of the Private Wealth (RIA/Brokerage) and Citizens Securities ...other regulatory requirements + Point of Escalation: All RSO, Wealth Advisor , and client escalations will be… more
- JPMorgan Chase (New York, NY)
- …is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured ... Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management… more
- Citigroup (New York, NY)
- …targets. + **Be a strategic partner** **to broader CIO Team** (research, portfolio management , the Lab, product) on messaging, advisor needs, and product ... Citi Global Wealth (CGW) is a partnership between the Global...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking.… more
- M&T Bank (Buffalo, NY)
- …aircraft, hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more