- KeyBank (Brooklyn, OH)
- …responsibilities as assigned. **Job Description** The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily ... This role will be expected to be working with Wealth leadership team delegates and partners across...assigned applications and systems + Ensure that Key Wealth Systems comply with… more
- KeyBank (Brooklyn, OH)
- …on system usage, best practices, and troubleshooting common issues. + Ensure that Key Wealth Systems comply with relevant regulations and standards. ... **Location:** 4900 Tiedeman Road, Brooklyn Ohio **Job Summary** The Wealth Systems Administrator role within Key...can filter/adapt information to differing roles (required) + Strong team player with a positive can-do attitude and desire… more
- Citigroup (New York, NY)
- **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities ... to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech...of investments processes. This role will manage a small team and will also be responsible for identifying and… more
- First National Bank of Omaha (Omaha, NE)
- …and implementation of third-party financial technology solutions + Ensure integration of wealth management and capital markets systems with core banking ... infrastructure + Lead technology modernization initiatives to replace legacy systems with current solutions ** Team Leadership** + Manage a team of technology… more
- Bank of America (Portland, OR)
- …diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring ... Wealth Management Banking Specialist Portland, Oregon **To proceed...they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- Neuberger Berman (New York, NY)
- …influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team , Payroll, Fund Admin, Legal, Operations, Technology, ... among others. ** Key Responsibilities:** **Client Billing Operations:** + Oversee all aspects...revenue and balance sheet accounts + Partner with Private Wealth leadership team to design and implement… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...setting the technical direction of technical areas that are key to the business. Decisions made at this level… more
- Bank of America (Chandler, AZ)
- …diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring ... Wealth Management Client Servicing : Client Service Representative...they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- Truist (Nashville, TN)
- …of America) **Please review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales ... 1. Supervise, lead, train and coach a geographically disbursed team of wealth support specialists 2. Oversee...multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems , solutions, and offerings Preferred… more
- JPMorgan Chase (Columbus, OH)
- Our Planning team is part of the JP Morgan Wealth Management (JPMWM) Product & Technology (PXT) Finance office, focused on helping investors achieve their ... Wealth Management business, building multi-year investment roadmaps for key strategic initiatives, tracking specific deliverables, prioritizing all projects in… more