- M&T Bank (Wilmington, DE)
- …assurance services specific to the technologies enabling the Wealth Management and Institutional Client Services (ICS) businesses of M&T Bank Corporation. Wealth ... validation procedures specific to the technologies supporting the Wealth Management and Institutional Client Services (ICS) businesses. These audits will be… more
- JPMorgan Chase (New York, NY)
- …across owned, earned, and paid channels. + Insight-driven with the ability to understand institutional and retirement client needs. + Innovative mindset with ... member of the North America Institutional & Retirement Marketing team, which focuses on understanding client...that values diversity of thought and experience. + Build trust and partnerships across lines of business, regions, and… more
- Janus Henderson Investors (Denver, CO)
- …flexible for the right candidate). This role will work closely with the institutional team including consultant relations, client service, client strategy ... We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with...to hear from you! Your opportunity As the Director, Institutional Sales you will be responsible for coverage of… more
- Regions Bank (Hoover, AL)
- …in Business Administration (MBA) + Juris Doctor (JD) + Experience in Trust Administration and Institutional / Retirement Services Administration + Experience ... logging into the careers section of the system. **Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for the… more
- JPMorgan Chase (New York, NY)
- …types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime or upon his death ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (New York, NY)
- …needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions ... market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including...analysis and judgment + Client Servicing - client knowledge, gains the trust and confidence… more
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- JPMorgan Chase (Newark, DE)
- …of families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death ... through a provision in their will, it is the Trust Officer's role to oversee the administration of the...out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors with respect… more
- JPMorgan Chase (Miami, FL)
- …Solid Client Relationship Management experience + Comprehensive knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ... Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within...out the firm's fiduciary duties and to provide superior client service * Partner with client 's other… more
- JPMorgan Chase (New York, NY)
- …team. **Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, ... of complex instruments including derivatives and alternatives + Understanding of Institutional operating platforms including experience interfacing with Client … more
- Vanguard (Malvern, PA)
- …enough to provide hands-on specialized service to our plan sponsors, consultants, and retirement plan participants. Summary The Client Account Director for the ... unique benefits and features of both (a) Vanguard investment products, and (b) Vanguard retirement plans. The Client Account Director should be able to execute… more
- JPMorgan Chase (San Francisco, CA)
- …and maintain relationships with a large number of clients by earning trust , understanding client needs, providing targeted advice, developing thoughtful ... your career to the next level. As a National Client Banker, you are responsible for advising families on...of a national coverage team and supported by an institutional platform that has the resources, specialists and intellectual… more
- JPMorgan Chase (Chicago, IL)
- Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation while managing ... a dynamic team of client service managers. Lead the...data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and… more
- JPMorgan Chase (Brooklyn, NY)
- Join our team and make a significant impact on our client service teams in JPMorganChase. You'll have the opportunity to grow your career while leveraging your ... manage a diverse team to ensure high-quality service. You will interpret client needs, identify trends, and innovate solutions. Your expertise in anti-fraud… more
- Eastern Bank (Boston, MA)
- …plans to meet client objectives. + Works with Relationship Managers on trust , estate, and financial planning issues for assigned clients. + Assists in new ... Manages and advises individual client portfolios across global equities and bonds based...development process by giving investment presentations to individuals and institutional prospects. Readily and easily explains and promotes investment… more
- JPMorgan Chase (Charlotte, NC)
- Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships ... the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you...work culture * Build and maintain a culture of trust , transparency and integrity * Identify opportunities for use… more
- PNC (Vero Beach, FL)
- … client solutions and strategies, including lending, investment management, estate/ retirement planning and trust administration. PNC Private Bank takes ... Retirement Solutions for corporations, nonprofits, governments and other institutional investors for over 75 years. IAM's local\regional based service teams… more
- BlackRock (San Francisco, CA)
- …funds, the industry-leading iShares(R) ETFs, and other pooled investment vehicles. BlackRock Institutional Trust Company, NA ("BTC") is a subsidiary of ... Inc. ("BlackRock") and a nationally-chartered bank that provides investment management, trust and other fiduciary services for institutional clients. Its… more
- Neuberger Berman (New York, NY)
- …experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust... Companies and the investment managers responsible for overseeing client portfolios. This pivotal role ensures compliance with legal… more
- EAB (Washington, DC)
- …to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner ... unique needs and goals. Consult on Data Initiatives: Work closely with client institutions to understand their data landscape, challenges, and objectives. The SL… more