- Tompkins Community Bank (Ithaca, NY)
- …the adherence to all internal policies, procedures and practices in support of risk management and overall safety and soundness and the Company's compliance ... Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects... Advisor/Trust Officer; assist clients with account setup and management through the financial planning tool portal. + Occasional… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... of experience in financial services, with deep expertise in wealth management or investment management ...program management best practices, including Agile methodologies, risk management , and change management … more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… more
- JPMorgan Chase (New York, NY)
- …team that is passionate about personalizing client and advisor-facing experiences, focusing on Wealth Management Personalization, to help both the client and ... Wealth Management business grow. You enjoy shaping the future of...limited to design, engineering, data and analytics, marketing, legal, risk , controls, compliance, etc. **Preferred Qualifications, Capabilities, and Skills:**… more
- KeyBank (New York, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk . For Family Wealth legacy relationships, the Fiduciary Advisor… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk … more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you...with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee… more
- Neuberger Berman (New York, NY)
- …advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private ... to support SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + Lead the design and implementation of… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the… more
- Citigroup (New York, NY)
- …knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will ... Tax Operations, ensuring alignment with the global compliance and risk management framework. Lead initiatives to enhance...payments, reporting, and documentation across a diverse range of wealth management products in NAM. Ensure oversight… more