• Managing Director - Warehouse Lending

    Huntington National Bank (New York, NY)
    …services and associated resources. You will manage an assigned team of Relationship Manager /Bankers as direct reports; personally originate, service and maintain ... Preferred Qualifications: + 10+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, prior Team Lead… more
    Huntington National Bank (08/14/25)
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  • Private Client Advisor II

    Bank of America (New York, NY)
    …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
    Bank of America (10/02/25)
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  • KPB Sr Trust Officer

    KeyBank (Rochester, NY)
    …+ Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively analyzes and interprets ... of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple,… more
    KeyBank (10/07/25)
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  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... credit union members and clientele to help manage their wealth . The ideal candidate will be self-motivated and be...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
    Atria Wealth Solutions (08/07/25)
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  • Trust Advisor II - Personal Fiduciary Services

    Comerica (New York, NY)
    …a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
    Comerica (07/19/25)
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  • Senior Treasury Management Sales Officer

    First Horizon Bank (New York, NY)
    … to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner ... for relationship managers for new treasury management sales, and joint...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
    First Horizon Bank (08/01/25)
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  • Regulatory Reporting Operations Senior…

    Bank of America (New York, NY)
    …beneficial ownership notices and industry limits) for the Global Markets and Wealth Management business divisions. They are responsible for the analysis and ... and derivative products. + High level understanding of global markets and wealth management business divisions. + Strong technical and data analytical skills (ie,… more
    Bank of America (10/09/25)
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  • Trust Administrator II

    Comerica (New York, NY)
    …IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role ... training. Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of account TEAM MEMBER RESPONSIBILITIES Assists with… more
    Comerica (08/12/25)
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  • Head of Annuity Product Management

    Bank of America (New York, NY)
    …and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and ... ongoing risk management of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) * Ability to think strategically… more
    Bank of America (07/22/25)
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  • Patient Health Advocate

    Somatus (Bronx, NY)
    …and partners. **Showing Up for You** We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of ... care team, specifically under the guidance of RN Care Manager and act as an advocate guiding them through...He/she will be the key holder of the patient relationship and trust and will be responsible for building… more
    Somatus (10/08/25)
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