- 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
- KeyBank (NY)
- …and related OCC regulatory expectations. + In-depth knowledge of fiduciary and trust risk management , including account administration best practices. + ... Ohio **About the Job** The Sr. Compliance Manager - Trust & Fiduciary is responsible for leading and executing...Fiduciary business lines. Operating within the broader Compliance Risk Management organization, this role plays a key part in… 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 (Albany, 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
- KeyBank (Amherst, NY)
- …laws and regulations across Key's Asset Management activities (ie - wealth management and trust , broker-dealer, and swap dealer) and lines of business, ... regulatory requirements. The Director must have comprehensive knowledge of wealth management , fiduciary/ trust , broker-dealer, and investment management as… more