- KeyBank (Amherst, NY)
- …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 as ... with applicable laws and regulations through the execution of compliance monitoring and testing across Key's Wealth ...to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit… more
- KeyBank (New York, NY)
- …fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, compliance , and litigation ... Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities… more
- KeyBank (NY)
- **Location:** 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,… more
- Citigroup (New York, NY)
- …they are able to deliver on the respective people agenda priorities for USPB and Wealth . The Business Unit Manager will report to the Head of Business Execution ... Business Execution team for US Personal Banking HR and Wealth HR, that support 2 of Citi's 5 core...communication. + Serve as a point of contact, relationship manager to Sr . HR Advisor clients **HR… more
- Citizens (Tarrytown, NY)
- …while intimately focusing on each client's unique circumstances. The Investment Operations Sr . Manager will be responsible for effective and efficient oversight ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Citigroup (New York, NY)
- …and where opportunities to develop are widely available to all. The Business Unit Manager is a senior management-level position in the Enterprise Data Office ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Citigroup (New York, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- M&T Bank (New York, NY)
- …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
- Citigroup (New York, NY)
- The Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... level managers + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level... management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
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