- Canandaigua National Bank & Trust (Pittsford, NY)
- …This position ensures staff can provide administrative support relating to Canandaigua National Bank Wealth Services to customers within the bank 's market ... Wealth Associate Supervisor Canandaigua National Bank ...education and work experience will be considered. + Specialized wealth management education and training. + A… more
- KeyBank (Amherst, NY)
- …laws and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and ... ideal candidate will have experience managing a team of wealth management and trust testing...methodology, ongoing monitoring, and strategic initiatives to ensure the Bank 's policies and procedures are consistent with applicable regulatory… more
- KeyBank (Amherst, NY)
- …of business, products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in the ... (ie - retrieving, combining, and analyzing data specific to wealth management , trust , private banking,...work across KeyBank's lines of defense to effectively analyze bank data with the goal of driving depth of… more
- JPMorgan Chase (New York, NY)
- **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark on a transformative journey with JP Morgan's Global Private ... Bank Summer Associate Program. This opportunity offers unparalleled career...and the chance to work with industry leaders in wealth management . Develop your skills in client… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/ Wealth - Management -Client-Associate\_25019110) **Job Description:** Merrill Wealth Management… more
- JPMorgan Chase (New York, NY)
- …and estates, 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 $2.8...administration of the trust . You will assume the primary responsibility for the settlement… more
- JPMorgan Chase (Rochester, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with...trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing… 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 ... support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized,...and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers… more
- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/ Trust Officers by preparing correspondence; review daily cash… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on… more