- KeyBank (Brooklyn, OH)
- …challenging the status quo. The ideal candidate will have experience managing a team of wealth management and trust testing or compliance professionals, strong ... teams and internal audit. **Essential Job Functions** + Lead and manage a team of wealth management and trust testing professionals and provide oversight… more
- JPMorgan Chase (Columbus, OH)
- As part of the highly visible Advisor Growth Program team , you'll play a pivotal role in shaping advisor development and driving meaningful change. ... empower advisors to strengthen client relationships and achieve success. This team provides practice management coaching and consultations with experienced financial… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total ... Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts,… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue - Toledo, Ohio 43604 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs.… more
- KeyBank (Westlake, OH)
- **Location:** 166 Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs.… more
- Insight Global (Cincinnati, OH)
- …with possible extensions. You will help the bank implement Black Diamond for their Family Wealth division and is being brought in as the expert as the current ... team is unfamiliar with Black Diamond. As such you...technology solutions to build and progress technology strategies for Wealth and Asset Management . The incumbent will be… more
- KeyBank (Brooklyn, OH)
- …of the Trust Team Manager is to act as a player coach to the Private Bank specialty trust team to develop a holistic understanding of each client's needs, ... Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF)** The Trust Team Manager manages a group of trust professionals that are focused on professional… more