- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... JP Morgan Asset & Wealth Management , with client assets of...JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is...administration of the trust . You will assume the primary responsibility for the… more
- JPMorgan Chase (Rochester, NY)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... * Develop, retain and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the … more
- Ballston Spa National Bank (Ballston Spa, NY)
- … Wealth Management Solutions Department at BSNB! We are seeking a VP, Wealth Management Officer to work collaboratively with BSNB lines of business to ... tax strategies, and holistic wealth preservation. VP, Wealth Management Officer In this...laws, regulations and policies and in accordance with the trust documents to carry out the intent of the… more
- Tompkins Community Bank (Ithaca, NY)
- …participate in presentations to clients with the Wealth Advisor/ Trust Officer ; assist clients with account setup and management through the financial ... Officers focused on client experience and business development; ensure Wealth Advisor/ Trust Officer is in...internal policies, procedures and practices in support of risk management and overall safety and soundness and the Company's… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- NBT Bank (Norwich, NY)
- …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on daily...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50%… more
- First Horizon Bank (New York, NY)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... at location listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities,… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **SVP Cash Management Sales Officer - Global Solution...to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards… more
- HSBC (Buffalo, NY)
- …with full accountability + Change management expertise + Experience with wealth management platforms and private banking technology is preferred + Bachelor's ... technological innovation and operational excellence. As our US IWPB Chief Information Officer you will: + Provide strategic leadership for a 75 member technology… more