- Truist (New York, NY)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- Citizens (Tarrytown, NY)
- …responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business. Primary ... while intimately focusing on each client's unique circumstances. The Investment Operations Sr . Manager will be responsible for effective and efficient oversight… more
- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage… more
- HSBC (New York, NY)
- …our people, our investors, our communities, and the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the ... experts and other internal stakeholders, and supporting the commercial success. As our Senior Equity Portfolio Manager you will: + Follow team established… more