- KeyBank (Amherst, NY)
- …regulations across Key's Asset Management activities (ie - wealth management and trust , broker-dealer, and swap dealer) and lines of business, products, and ... requirements. The Director must have comprehensive knowledge of wealth management, fiduciary/ trust , broker-dealer, and investment management as well as a strong… 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 ... maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/ Trust Officers by preparing correspondence; review daily cash reports for… more
- NBT Bank (Syracuse, NY)
- …net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of ... and/or CFA designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation +… more
- KeyBank (Tarrytown, NY)
- …net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** - ... establishes and maintains effective relationships with and gains their trust and respect. **Business Acumen** - Know how businesses...as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be… more
- KeyBank (New York, NY)
- …relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and external ... and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking, lending, or insurance… more
- Amazon (New York, NY)
- …successful launch to realize both customer vision and AWS revenue. You will earn trust with Line of Business, Data Science, and IT personas. You will understand ... Ideate with Line of Business and C-suite leaders, building trust with your deep technical expertise, and following through...experience - Drive conversations to build credibility and earn trust with the account teams and customers. - Drive… more
- Trustmark (Albany, NY)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but...Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but… more
- Rubrik (Albany, NY)
- **About Team & About Role:** Rubrik is revolutionizing data security with Zero Trust Data Protection (TM) , enabling organizations to safeguard their most critical ... designing and delivering exclusive CXO experiences that drive strategic dialogue, accelerate trust , and reinforce Rubrik's position as a leader in cyber resilience.… more
- Zscaler (NY)
- …be more agile, efficient, resilient, and secure. The pioneering, AI-powered Zscaler Zero Trust Exchange (TM) platform, which is found in our SASE and SSE offerings, ... our team. Reporting to the Global VP - Zero Trust Cloud, you will be responsible for: + Becoming...internal sales teams to drive revenue within the Zero Trust Cloud product portfolio + Working with our domain… more
- Meta (New York, NY)
- …pivot quickly and effectively when necessary. The ideal candidate is an experienced trust & safety or security professional who can translate work across compliance ... of experience in program management 18. 5+ years of experience in trust & safety, integrity, security, content policy, transparency reporting, or governance,… more