- Comerica (New York, NY)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance ... allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as well as the services of their Financial… more
- Comerica (New York, NY)
- Job Description Trust Advisor IV - Ultra High Net WorthOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as well as the services of their Financial Advisor,… more
- Deloitte (New York, NY)
- …risk stakeholders (CIO, CRO, CISOs and direct reports). + Building solid, trust -based relationships with client stakeholders. + Developing quality and meaningful ... security services in the following areas based on the client 's immediate and long-term needs. By coupling our business...programs ranging from keeping the lights on for the client 's environment (eg upgrades, access help desk) to full-service… more
- M&T Bank (Hauppauge, NY)
- … has access to all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more
- Capital One (Albany, NY)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented Senior ... Manager with horizontal cybersecurity expertise to join our dynamic Customer Trust & Field Security team. This critical role acts as the security expert for our… more
- Ankura (NY)
- …a team of excellence founded on innovation and growth. Practice Overview Ankura's Trust and Mass Torts team has extensive experience providing strategic advice to ... fiduciaries, courts, and stakeholders in high-volume claims environments. Role Overview The Trust and Mass Torts Senior Managing Director role is an executive level… more
- Deloitte (Jericho, NY)
- …risk stakeholders (CIO, CRO, CISOs and direct reports) + Building solid, trust -based relationships with client stakeholders + Developing quality and meaningful ... security services in the following areas based on the client 's immediate and long-term needs. By coupling our business...programs ranging from keeping the lights on for the client 's environment (eg upgrades, access help desk) to full-service… more
- KeyBank (New York, NY)
- …or financial institution (required) **Tactical Skills** + Trusted Advisor: Ability to build trust by taking a client centric approach + Strategic Thinking: ... of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused… more
- Tompkins Community Bank (Ithaca, NY)
- …and state tax laws while ensuring thorough documentation and audit readiness. + Client and Team Support - Serve as a knowledgeable resource for internal teams ... Maintain comprehensive records of tax-related activities and communications. + Client and Internal Support + Serve as a point...Certificate preferred + A minimum of three (3) years' trust and estate-related experience is preferred + Proficient in… more
- Bloomberg (New York, NY)
- …Manager, you will be responsible for increasing our footprint in the IRS E-Trading Dealer-to- Client market, with a focus on the US market. In doing so you will ... liquidity for the E-Trading offering and encourage buyside participation. **We will trust you to:** _Client-Centric Solution Design_ : Work with clients to identify… more