- KeyBank (New York, NY)
- **Location:** 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the … more
- KeyBank (NY)
- …4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Sr . Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent ... compliance oversight across KeyBank's Wealth and Fiduciary business lines. Operating within the broader Compliance Risk Management organization, this role plays… more
- BMO Financial Group (Los Angeles, CA)
- **We are hiring for our Fiduciary Administration Legal Team in California. Our team reviews new fiduciary business opportunities, advises on legal issues arising ... from day-to-day fiduciary operations, and provides guidance on policies and procedures....and procedures. You will have the opportunity to advise senior leaders on risk and legal issues arising out… more
- KeyBank (Amherst, NY)
- …other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well ... apply those to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit strong leadership, initiative, and… more
- City National Bank (Dallas, TX)
- * SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- Charles Schwab (Los Angeles, CA)
- …selected candidate for this role to work on site in the specified locations. As a Sr . Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you ... direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's… more
- Citizens (Tarrytown, NY)
- …responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully Disclosed) business. Primary ... while intimately focusing on each client's unique circumstances. The Investment Operations Sr . Manager will be responsible for effective and efficient oversight… more
- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more
- M&T Bank (Costa Mesa, CA)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Zions Bancorporation (Irvine, CA)
- …Bankers + Private Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services ... to leading with financial planning with all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth … more