- KeyBank (Amherst, NY)
- …on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding ... the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines...the ability to apply those to testing, monitoring, issues management , and verification activities. The Senior Compliance… more
- KeyBank (Amherst, NY)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust /fiduciary compliance laws and regulations, risks and ... monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance...Develop and maintain strong, collaborative relationships with mid to senior level management , other internal clients and… more
- Neuberger Berman (New York, NY)
- …a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all ... aspects of trust and estate planning, tax strategy, pre-liquidity events, and...LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to… more
- M&T Bank (New York, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... high net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing,… more
- M&T Bank (Buffalo, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on ... our clients need financial services outside of their core wealth management solutions, we have the resources...as with project sponsors, internal and external contacts, and senior management . Teams make a presentation to… more
- Citizens (New York, NY)
- …includes the Citizens Wealth Management and Private Wealth Management organizations together with the Bank's Trust and fiduciary services and the ... and problem-solving attorney to serve as Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Associate… 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 ... and the chance to work with industry leaders in wealth management . Develop your skills in client...growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities. We're… more
- M&T Bank (New York, NY)
- …custody, corporate trust , fund administration, and securities services) and wealth management (including private banking, investment advisory, and trust ... such as the SEC, OCC, and FINRA. + Advise senior management on emerging legal risks, proposed...procedures tailored to the needs of institutional services and wealth management . Drive continuous improvement in legal… more
- TD Bank (New York, NY)
- …+ **Ability to independently identify, assess, and escalate issues requiring senior management attention.** **Customer Accountabilities:** + Proactively advises ... Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping… more
- Comerica (New York, NY)
- …Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators. Compliance Meets all compliance requirements ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more