- US Bank (Los Angeles, CA)
- … administration, investment services, or account management. + Strong knowledge of fiduciary law, trust accounting, investment products, and compliance (AML/KYC, ... analytical, and problem-solving skills. + Strong communication and client relationship management abilities. + Proficiency in trust /investment systems… more
- KeyBank (Portland, ME)
- …exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by ... **ESSENTIAL JOB FUNCTIONS** **Client and Advisory Service** + Participates in relationship reviews as an Investment expert on high-net-worth teams. + Identifies… more
- Wells Fargo (New York, NY)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust ... Center of Excellence** Wells Fargo's Banking, Lending & Trust center of excellence is a client centric, channel-agnostic...role:** Wells Fargo is seeking a **Wealth Banking Senior Manager ** to support the Northeast region. This leader will… more
- CIBC (Chicago, IL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... be doing** As a member of CIBC's team, the Software Engineering Manager is a professional responsible for managing multiple development projects, development groups… more
- Highmark Health (Helena, MT)
- …organizational change; encourage participation in activities that support relationship development; champion information security innovation; encourage and enforce ... cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals… more
- Charles Schwab (Charlotte, NC)
- …this role to work on site in the specified locations.** As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, ... non-discretionary investment advisory solution, providing clients with a personal relationship , specialized service, and ongoing advice built on Schwab's approach… more
- Bank of America (Naples, FL)
- …against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and ... fiduciary administration policies, as well as risk and compliance...consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets,… more
- KeyBank (Akron, OH)
- …closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager , Fiduciary Strategist or Portfolio Strategist as needed ... all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures. + Understand and follow… more
- KeyBank (Pepper Pike, OH)
- …exemplary service to the client. + Provides timely feedback to the Relationship Manager regarding important/critical events and/or discussions that occur with ... + Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development… more
- KeyBank (Brooklyn, OH)
- …The Client Administrator (CA) is accountable to assist a Senior Institutional Advisor (SIA)/ Relationship Manager (RM), and other SIA/RM, as needed within the ... clients. **ESSENTIAL JOB FUNCTIONS** + Work in partnership with a Senior Institutional Advisor/ Relationship Manager to service and monitor an assigned group of… more