• Wealth Management Solutions, Investment…

    JPMorgan Chase (Columbus, OH)
    …million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + **Investment Implementation Portfolio Management:** ... Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded… more
    JPMorgan Chase (08/19/25)
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  • Compliance Officer - Wealth Management…

    KeyBank (Brooklyn, OH)
    …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational… more
    KeyBank (08/11/25)
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  • Sr. Compliance Manager - Wealth Management…

    KeyBank (Brooklyn, OH)
    … banking , securities/investment management) as well trust/fiduciary related compliance, operations , and risk management strategies with respect to applicable OCC ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
    KeyBank (08/11/25)
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