- KeyBank (Brooklyn, OH)
- …practices with the teams and user bases + Work closely with Key Wealth Compliance , Operations (front/middle/back), Finance, and Risk Management teams to ensure ... systems. Scope of responsibilities will include creation/ownership of a system administration governance process, release management oversight (for assigned… more
- KeyBank (Brooklyn, OH)
- …practices with the teams and user bases + Work closely with Key Wealth Compliance , Operations (front/middle/back), Finance, and Risk Management teams to ensure ... learn of and adapt to changes. Responsibilities: + Maintain high level system administration for Key Wealth applications, platforms and networks + Troubleshoot… more
- JPMorgan Chase (Dallas, TX)
- …professionals experienced in, and dedicated to, estate administration , trust administration , investment management, tax compliance and administration , ... and delivering "best in class" client service + Demonstrated understanding of wealth management, trust and estate administration , and/or vendor management… more
- Truist (Tampa, FL)
- …other financial institution experience with an emphasis in operations or administration 2. Demonstrates strong investment, wealth management, treasury services, ... review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales and operations support of… more
- M&T Bank (Wilmington, DE)
- …**Primary Responsibilities:** + Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to… more
- HSBC (New York, NY)
- …Officer, Asset Management and Wealth Brand: HSBC Area of Interest: Risk and Compliance Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 8 Nov ... 2025 In compliance with applicable laws, HSBC is committed to employing...The US Chief Risk Officer, Asset Management (AM) and Wealth (CRO) is responsible for leading the AM and… more
- Vanguard (Malvern, PA)
- …a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and Governance, ... The role requires close collaboration with business leaders and risk partners, including Compliance , Risk, and Internal Audit. The team will be essential in ensuring… more
- Robert Half Legal (Atlanta, GA)
- Description Tax & Wealth Paralegal | Atlanta, GA | Up to $120K + Bonus Hybrid Remote Flexibility | High-Net-Worth Clientele | Estate & Trust Focus Are you a seasoned ... matters? A highly respected, Atlanta-based boutique firm is seeking a Tax & Wealth Paralegal to join their collaborative and long-tenured team. This is a rare… more
- Bank OZK (Little Rock, AR)
- …(https://careers.ozk.com/benefits) . Job Purpose & Scope Leads strategy, sales, and administration for the Bank's institutional wealth business - encompassing ... Bridges the gap between the Bank's Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across investment… more
- Truist (Atlanta, GA)
- …geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal ... for the proper escalation of matters to various internal parties including Risk Oversight , Legal, and Compliance . 7. Responsible for the completion of projects… more