- Citigroup (Jersey City, NJ)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citigold / Citigold Private Client. By building on ... Asia, Europe, Mexico, and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust services and… more
- Citigroup (San Francisco, CA)
- … Wealth ") to middle market family office clients with more traditional wealth and asset management needs ("Core Family Office"). The Group's primary ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
- Bank of America (Newport Beach, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Senior- Trust -Officer\_25030335-2) **Job Description:** At Bank ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Bank of America (Norfolk, VA)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/Senior- Trust -Officer\_25014342-2) **Job Description:** At Bank ... overseeing the administration and business development of complex investment management and trust accounts and working with...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- JPMorgan Chase (Dallas, TX)
- …productivity and delivering "best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor ... The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive… more
- Bank of America (Chicago, IL)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Senior- Trust -Officer\_25023122) **Job Description:** At Bank of ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- JPMorgan Chase (Columbus, OH)
- …portfolios. This role supports over 1 million client accounts within JP Morgan Private Bank and US Wealth Management . **Roles and Responsibilities:** + ... + Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds,… more
- M&T Bank (New York, NY)
- …component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Comerica (San Diego, CA)
- …aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, ... responsible for contributing to the overall success of the Wealth & Institutional Management business unit by...marketing plan for assigned market; organizing and conducting investment management , estate planning and trust seminars for… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank 's… more