- M&T Bank (Wilmington, DE)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives… more
- KeyBank (Milwaukie, OR)
- …is reviewed regularly with the Sales and Market Managers + Partners with the Relationship Manager (RM) on all sales opportunities, including the closing of the ... The Lead Institutional Advisor (Advisor) develops investment management and fiduciary relationships with non-profit, public, corporate and government clients. The… more
- Robert Half Finance & Accounting (Bedford, NH)
- …Management team, you will serve as a trusted relationship manager , providing comprehensive financial planning, fiduciary consulting, and business transition ... to sophisticated clients. This position requires strategic thinking, excellent relationship cultivation skills, and adherence to all regulatory compliance standards.… more
- TIAA (Charlotte, NC)
- …and business processes are efficient, scalable, and aligned with regulatory and fiduciary obligations in PAM and IMG, while delivering value through operational ... Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product development and management. + Experience… more
- TD Bank (New York, NY)
- …Inc) with independent and complex regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing ... Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust . The Wealth… more
- JPMorgan Chase (Tampa, FL)
- …Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager , you will help drive the overall priorities of the Investor team. ... play a key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors. **Job Responsibilities** + Keep up to date… more