- US Tech Solutions (Brooklyn, OH)
- …navigation. + Minimum of three years experience in areas of bank operations , trust administration, wealth management , and/or technology operations . + ... The purpose of this position is to support company's Wealth Management business with a focus on...Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. + Establish… more
- KeyBank (Amherst, NY)
- …laws and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and ... ideal candidate will have experience managing a team of wealth management and trust testing..., private banking, securities/investment management ) as well trust /fiduciary related compliance, operations , and risk … more
- KeyBank (Amherst, NY)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust /fiduciary compliance laws and regulations, risks and ... monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance...private banking, securities/investment management ) as well as trust /fiduciary related compliance, operations , and risk … more
- JPMorgan Chase (New York, NY)
- …and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... JP Morgan Asset & Wealth Management , with client assets of $2.8...administration of the trust . You will assume the primary responsibility for the settlement… more
- JPMorgan Chase (Dallas, TX)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with...trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing… more
- Regions Bank (Dallas, TX)
- …problem-solving skills, including attention to detail Trust Operations , Investment Operations , or Wealth Management Operations and Support ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- US Bank (Minneapolis, MN)
- …and discover what you excel at-all from Day One. **Job Description** The Trust Concierge Team provides high quality customer service by responding to telephone ... and assure wire accuracy. This duty is performed for WM Banking and Trust departments. The department also audits Medallion Signature Guarantee requests and applies… more
- First National Bank of Omaha (Fort Collins, CO)
- …progressive leadership in risk and operations roles across wealth management (prefer experience with OCC, SEC, FINRA, trust , RIA, broker-dealer, capital ... a highly regulated environment. The successful candidate will transform our approach to wealth operations by designing and implementing an integrated model that… more
- JPMorgan Chase (Chicago, IL)
- …Trusts & Estates practice and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & ... Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global… more
- M&T Bank (Wilmington, DE)
- …compliance. + Identify emerging technologies and evaluate their applicability to enhance wealth management operations . + Oversee the integration of ... of Wealth Technology. Familiarity with Retail and Commercial Trust , Investment Management , Payments and other Wealth -oriented platforms is preferred.… more
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