- Ballston Spa National Bank (Ballston Spa, NY)
- … Management Solutions Department at BSNB continues to grow! We are seeking a Wealth Management Senior Operations Administrator to play a key role ... to ongoing transactions. Join a growing team where you can make an impact! Wealth Management Senior Operations Administrator In this role you will: +… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... growth, regulatory, and location strategy. The team works cross-functionally with Senior Management , Front Office Advisors, Product Specialists, Legal, Risk,… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into… more
- Citigroup (New York, NY)
- …two to three C16 level managers + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, ... The Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing… more
- M&T Bank (Buffalo, NY)
- …processing, regulatory, and strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include Wealth ... **Overview:** The Banking Services Operations Development Program enables participants to gain in-depth...operational support under guidance of a manager or more senior analyst. **Banking Services: Who are We?** Banking Services… more
- TIAA (New York, NY)
- …Qualifications:** + University degree + Significant risk management experience within a wealth , trust and/or brokerage business as a senior risk leader or an ... Level** 9IC **Required Qualifications:** + 5+ years of risk management experience in wealth management ,...to work collaboratively with cross functional groups and support senior management . + Ability to evaluate appropriate… more
- KeyBank (Amherst, NY)
- …projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of ... the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business,...the ability to apply those to testing, monitoring, issues management , and verification activities. The Senior Compliance… more
- M&T Bank (New York, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on ... our clients need financial services outside of their core wealth management solutions, we have the resources...as with project sponsors, internal and external contacts, and senior management . Teams make a presentation to… more
- KeyBank (Amherst, NY)
- …activities. Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with ... projects and testing. The ideal candidate has a functional knowledge of wealth management , trust/fiduciary compliance laws and regulations, risks and supporting… more
- JPMorgan Chase (New York, NY)
- ** Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
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