- KeyBank (Brooklyn, OH)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust/fiduciary compliance laws and regulations, risks and ... risk-based monitoring and evaluation by focusing on current, high impact wealth management and trust-related compliance and operational risks, developing… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …of responsibility and accountability within compliance Include: consumer, commercial, Wealth & Asset Management , testing & practices, financial Crimes and ... apply logical and critical thought processes when developing and recommending solutions. #LI-GM1 Compliance Officer I-Newline Compliance At Fifth Third, we… more
- JPMorgan Chase (Columbus, OH)
- …As a Lead Credit Officer - Vice President within the Asset and Wealth Management Credit Risk team, you will play a significant role in managing ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance , you are at the center of keeping JPMorgan Chase strong and resilient. You help… more
- KeyBank (Brooklyn, OH)
- …Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues + Designs and delivers sophisticated fiduciary solutions, using relationship ... client advice + Executes, through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards +… more
- KeyBank (Brooklyn, OH)
- …Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues - Designs and delivers sophisticated fiduciary solutions, using relationship ... Applies sound fiduciary judgment to trust and estate settlement matters **Client Management :** - High level customer service and communications -Works with Field… more