- 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 ... risk-based monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing… more
- Charles Schwab (Albany, NY)
- … Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA). The successful ... and investors interested in the offer. The Business Development Officer will need to be an exceptional communicator, both...to be well versed in all aspects of effective wealth management , Schwab's broader solutions, and industry… more
- JPMorgan Chase (New York, NY)
- …you will join a growing and innovative Equity Portfolio Management team within Wealth Management 's Chief Investment Officer Team (Private Bank CIO Team), ... including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The… more
- JPMorgan Chase (Rochester, NY)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... JP Morgan Asset & Wealth Management , with client assets of...services. You will work under the supervision of the Trust Officer in the administration of accounts,… more
- KeyBank (Rochester, NY)
- …Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- City National Bank (New York, NY)
- …for the bank's trust and fiduciary operations. This role works with executive management within the Wealth Management Division to balance prudent risk ... management practices and adherence to best practices across wealth management . * Build and sustain effective...or equivalent * Minimum 10 years of experience in trust and estate administration, fiduciary risk management ,… 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, ... at location listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities,… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **VP Cash Management Sales Officer - Global Solution...to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards… 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-REGISTERED INVESTMENT ADVISOR* *WHAT IS THE OPPORTUNITY?*...and/or registered investment adviser/ and the OCC. * For Wealth Management Compliance roles, experience working within… more
- CIBC (New York, NY)
- …+ Experience as a Trust Officer with familiarity with Trust Accounting systems, preferred + Developed people management skills + Well-developed ... Wealth . Work with external parties related to the trust account including but not limited to client's counsel,...Customer Experience (CX), Estate Accounts, Group Problem Solving, People Management , Power of Attorney (POA), Trust Services,… more