- 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 ... and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… 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
- 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
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Commercial Relationship Officer Popular Assoc Multi-state Responsible for developing and growing ... consistent with the objectives of the Bank + Confidently build effective, trust -based relationships with clients by listening and uncovering their needs to gain… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Vice President, University Relations and Public Affairs and Chief Communications and Marketing Officer New York University New York, NY New York University seeks an ... University Relations and Public Affairs and Chief Communications and Marketing Officer . This leader will have demonstrable success operationalizing strategy and… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing:** The Swap Dealer Compliance Officer is responsible for performing important advisory, training, surveillance… more
- New York Genome Center (New York, NY)
- The Chief Financial Officer (CFO) is a critical position who serves as the New York Genome Center's financial leader, responsible for the organization's overall ... administration, and facilities. Reporting directly to the Scientific Director and Chief Executive Officer (CEO), the CFO is a crucial member of the Center's senior… more
- City of New York (New York, NY)
- …health, integrity, and effectiveness of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers, and build a more just, ... beneficiaries and the City of New York. The Investment Officer will assist in overseeing the Public Equity allocation,...the investment manager due diligence process - Monitoring and relationship management of a portion of the portfolio of… more
- First Horizon Bank (New York, NY)
- …listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development ... to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner for … more
- City National Bank (New York, NY)
- *BUSINESS DEVELOPMENT OFFICER - SBA* *Hybrid locations: Nashville, TN - Las Vegas, NV - Atlanta, GA - Park Ave, NY - Washington DC. * WHAT IS THE OPPORTUNITY? ... Maintains limited personal contact with new clients and collaborates with relationship managers and other CNB Colleagues with the sales and implementation… more