- KeyBank (Amherst, NY)
- …business, products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in the critical role of ... and acumen (ie - retrieving, combining, and analyzing data specific to wealth management, trust, private banking, and related securities and banking transactions)… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...ideal candidate will have experience managing a team of wealth management and trust testing or compliance professionals, strong… more
- KeyBank (Amherst, NY)
- …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the … more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… 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 ... must be 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 is… more
- US Bank (New York, NY)
- …skills and discover what you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the ... Wealth Management Advisor to develop and bring new client...client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... Wealth Planning Specialists is responsible for leading a group of ~ 30 Wealth Planning professionals around the world. These professionals partner closely with… 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 ... unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for a thought leader… more