- City National Bank (New York, NY)
- …Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager. Maintains complete knowledge ... is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with… more
- KeyBank (Rochester, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations,...administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the… more
- Amazon (New York, NY)
- …enable origination of incremental strategic pursuits and associated ARR and ProServe. Earn trust and develop a relationship set. * Drive origination, initiated ... top line revenue growth, a tighter BCAP plus ProServe relationship , major strategic agreements, and overall end customer outcomes....from the most successful startups to Global 500 companies trust our robust suite of products and services to… 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 ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- Wells Fargo (Purchase, NY)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom… more
- KeyBank (Amherst, NY)
- …execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the ... Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding...levels of management with a focus on collaboration and relationship management. + Experience with data analysis tools and… more
- KeyBank (Amherst, NY)
- …The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes, ... evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing assessments, and providing input over… more
- Comerica (New York, NY)
- Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying… more
- Comerica (New York, NY)
- Job Description Trust Advisor II 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... Advisor I is responsible for serving as a relationship manager for a book of business by providing… more
- AON (New York, NY)
- Aon is looking for a Relationship Manager - Equities Performance Practice - New York Metro Area, Hybrid Aon is in the business of better decisions At Aon, we shape ... the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and… more