- US Bank (St. Paul, MN)
- …**Take your skills to the next level** US Bank is hiring an Account Manager to support our Wealth Operations - Paying/Transfer Agent Group within the ... building and selling skills + Strong problem-solving skills + Basic knowledge of account management, project management, operations and logistics + Ability to… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY 14534 What does a Wealth Operations Manager ... is being delivered exceptionally to each client. As the Wealth Operations Manager you will...processing. + Reconciliation of assets to various custodians. + Account disbursements and bill payments. + Account … more
- Citigroup (Tampa, FL)
- …the management of team of Banking Account Opening Specialists within Citi Wealth Operations - Private Bank/ Wealth at Work Client onboarding department. ... Know Your Customer (KYC) + Expertise in the Citi Private Bank/ Wealth at Work account opening systems such as OneSource, InView, Systematics, Eclipse, Avoka. +… more
- NTT America, Inc. (New York, NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager ,… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a ... new clients and ensure a seamless, high-touch experience. + Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- Kestra Financial (Fort Worth, TX)
- …Full-Time Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107 Reports To: Operations Manager Job Overview Operations associates are responsible for ... Symonds Wealth Management is a retirement planning and investment...handling a myriad of operations , customer service, and administration duties. The person that… more
- Bank of America (Beverly Hills, CA)
- Wealth Management Specialist Beverly Hills, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Alpharetta, GA)
- Fully paid - (Non Registered staging role) to future specialty of Wealth Management Specialist Alpharetta, Georgia **Job Description:** Merrill Wealth Management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Neuberger Berman (New York, NY)
- …legal and regulatory framework for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on all aspects of the client ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...relationship; and assisting with legal issues around client account opening and maintenance. + Provide advice regarding regulatory… more