- KeyBank (Amherst, NY)
- …products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in the critical role of ... acumen (ie - retrieving, combining, and analyzing data specific to wealth management , trust , private banking, and related securities and banking transactions)… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or testing concepts… more
- KeyBank (Amherst, NY)
- …and testing. The ideal candidate has a functional knowledge of wealth management , trust /fiduciary compliance laws and regulations, risks and supporting ... monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing assessments,… more
- JPMorgan Chase (Rochester, NY)
- …Reviews, and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors in ... Officers are also required to assist in training and developing their Trust Administrative Officers and Professionals, including performance management and… more
- JPMorgan Chase (New York, NY)
- …mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of ... JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a...the trust . You will assume the primary responsibility for the settlement… more
- Meta (New York, NY)
- …Minimum Qualifications: 5. 8+ years of experience in product marketing, product management , trust management , management consulting, business ... analysis, qualitative feedback, and represent the consumer point of view around trust , safety, and privacy internally with Product Management and… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk,… more
- US Bank (New York, NY)
- …of corporate trust and investment instruments - Thorough knowledge of account management , trust operations, project management , and legal regulations - ... business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of… more
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.… more
- KeyBank (Syracuse, NY)
- …Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more