- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- KeyBank (Amherst, NY)
- …Demonstrated in-depth knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well trust ... members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth...management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and… more
- KeyBank (Amherst, NY)
- …controls. + Functional knowledge of wealth management products and services (eg - trust , private banking, securities/ investment management) as well as trust ... fiduciary risk management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor), or… more
- Raymond James Financial, Inc. (New York, NY)
- …and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, practices and ... NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch… more
- Comerica (New York, NY)
- …Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance requirements ... Job Description Trust Administrator IIThe Trust Administrator II...of clients, and observes the implementation and review of investment programs. Works under the direct supervision of a… more
- AON (New York, NY)
- … Director position is a strategic and high-impact role with direct engagement with senior leadership and the investment community. The role will focus on ... articulating Aon's long-term sustainable growth strategy to the investment community. The Senior Director will work...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- Citigroup (New York, NY)
- …Clients Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW ... of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- TD Bank (New York, NY)
- …will be supporting the Wealth Banking, TD Wealth Management Services, Inc and Investment & Trust business lines ensuring employees are following procedures and ... of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD… more
- AON (New York, NY)
- Senior Manager, Investor Relations Do you have exceptional financial modeling and analytics capabilities? Are you passionate about delivering data-driven insights to ... long-term value proposition. This high-visibility role offers direct exposure to senior management and cross-functional collaboration across the organization. We are… more