- Wells Fargo (New York, NY)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * ... (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells...initiatives in trust and estate matters, investment management , wealth transition, and financial planning +… more
- US Bank (New York, NY)
- …team. This role will support audit coverage of the Wealth Management , Investment Advisory Services and Trust Operations. Operations provides direct support ... laws, regulations, financial services, and regulatory trends impacting wealth management , investment advisory services, and knowledge of trust and fiduciary… more
- First Horizon Bank (New York, NY)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... On site at location listed in job posting **Summary:** The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business… more
- City National Bank (New York, NY)
- …agencies, including exam management and other regulatory affairs. * For Wealth Management Compliance roles, experience with a financial institution such as ... *COMPLIANCE OFFICER SENIOR -INVESTMENT ADVISORY* *WHAT IS THE OPPORTUNITY?* The ...and/or registered investment adviser/ and the OCC. * For Wealth Management Compliance roles, experience working within… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Semi-Liquid Funds Location New York Business Area Data Ref # 10047768 **Description & Requirements** Bloomberg runs on data. Our ... tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our work ensures accurate,… more
- City National Bank (New York, NY)
- …Minimum 4 years of experience with bank products and services (eg. deposits, wealth management , cash management , international, etc.) required. *Additional ... *ACCOUNT MANAGER SENIOR ENT* WHAT IS THE OPPORTUNITY? This person...products and services (including, but not limited to Deposits, Wealth Management , Treasury Services, International, etc.) *… more
- Capital One (New York, NY)
- …4+ years of experience in one or more areas of compliance, such as consumer, brokerage, wealth management , or trust + 1+ years of experience with data ... Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital One's...the effectiveness and efficiency of Capital One's governance, risk management , and internal control processes. + You possess a… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... programs, and security operations. **About the Job:** As a Senior Consultant at Capco, you will play an essential...across various domains (eg, Resilience, Data Security, IT Asset Management Governance, Digital Trust , IAM, Cloud Security,… more
- Tompkins Community Bank (Rochester, NY)
- …Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and trust services; lead ... written information; manage profitability; participate as a member of senior management at TFA in overall policy...in the assigned market. + Ensure delivery of complete wealth management services (investments, trust ,… more
- M&T Bank (Buffalo, NY)
- …:** Wilmington Trust is comprised of the Institutional Services and Wealth Management Divisions (ISWM). Institutional Services provides trustee and agency ... management to Issuers. Wealth Management offers asset management , financial planning, trust , and private banking products and services to individuals… more