- NBT Bank (Syracuse, NY)
- …to ensure that they are in compliance. + 10% Serves on the department's Investment Policy Committee and the Bank's Retirement Plan Committee. + 5% Other ... of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that...: Including hospital, accident, and critical illness coverage. + Retirement Plans: Benefit from a 401(k) plan with employer… more
- NBT Bank (Albany, NY)
- …allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as ... needed. Prepares investment proposals for a new business accounts and maintains...: Including hospital, accident, and critical illness coverage. + Retirement Plans: Benefit from a 401(k) plan with employer… more
- JPMorgan Chase (New York, NY)
- …for model risk management of all models used in the Treasury and Chief Investment Office. You'll be at the forefront of innovation, driving continuous improvement in ... institutions. **Job summary:** As an Executive Director (Model Risk Officer ) in the Model Risk Governance & Review (MRGR)...for all models used by JPMorgan's Treasury and Chief Investment Office. You will foster a culture of continuous… more
- HUB International (New York, NY)
- …high growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor ... will be responsible for assisting the Global/Executive Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or… more
- JPMorgan Chase (Rochester, NY)
- …their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust. Through collaboration, intellectual ... across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan… more
- JPMorgan Chase (New York, NY)
- …business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through collaboration, ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- Neuberger Berman (New York, NY)
- …Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments, foundations, and pension ... Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust ...a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.… more
- JPMorgan Chase (New York, NY)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …Management Solutions Department at BSNB! We are seeking a VP, Wealth Management Officer to work collaboratively with BSNB lines of business to identify new business ... personalized financial solutions to high net-worth clients, focusing on investment management, estate planning, tax strategies, and holistic wealth preservation.… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Job Description:** The Compliance Officer within Regulatory Relations Core Compliance assists in the development and ... and ability to work independently. **General Job Posting:** The Compliance Officer supports consumer regulatory compliance functions for the Company and supports… more