- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... new methods and procedures to make daily operations more efficient. Acts as a the senior ...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage… more
- Truist (Atlanta, GA)
- …role on-site 4 days a week* This position performs assigned duties within Securities Operations unit for the bank Wealth Management business. This position will ... from time to time. 1. Participate in various processing functions for Wealth accounts, including securities and investment related transactions. 2. Lead in the… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Private- Wealth -Client-Relationship- Manager \_25020136) **Job Description:** Merrill Wealth … more
- Commerce Bank (Kansas City, MO)
- …for some roles. This compensation range is for the Supervisor, Senior Supervisor, & Manager , Corporate Actions - Wealth Operations job and contemplates a ... assigned Knowledge, Skills & Abilities Required + Strong knowledge of back-office Wealth Management and marketable securities + Strong knowledge of Traded Security… more
- Charles Schwab (Phoenix, AZ)
- …with Schwab Wealth Advisory, Inc. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies ... on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth...client issues through a client's eyes. The Service Team Manager will ensure proper support structures are in place… 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
- 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, ... Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation...Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations … more
- Charles Schwab (Westlake, TX)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. ... on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth...risk mitigation, and liquidity needs. As a **Senior Regional Manager ** you will coach and counsel a team of… more
- Citigroup (New York, NY)
- …This role will oversee the relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into a newly created role the ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- KeyBank (Amherst, NY)
- …with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... Mark Williams, BI is making significant investments in talent, operations , sales and marketing capabilities, and digital platforms in...of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play… more
- City National Bank (Dallas, TX)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- Citizens (Westwood, MA)
- Description As the Wealth Ops Group Manager , you are responsible for overseeing and managing the operations of the wealth management group. Additionally, ... as a peer and collaborator with leaders in Client Experience, Core Operations , and Private Wealth Support. + Support all wealth management segments, ensuring… more
- M&T Bank (Wilmington, DE)
- …and cloud configuration. **Financial Technology Systems** **:** Understanding of the product, operations , and technological needs of Wealth and Asset Management ... **Overview:** ** ** We are seeking a manager for our Investment Management Technology Team to...asset and investment management. The candidate will improve the Wealth Investment Management Team's capabilities, streamline processes, upgrade systems… more
- PNC (Cherry Hill, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be ... the Delware or New Jersey regions. As the Market Manager you will be responsible for a team of...you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delware, and… more
- City National Bank (Dallas, TX)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- First National Bank of Omaha (WY)
- …exceeding expectations. We are looking for a highly skilled Senior Product Manager to develop the holistic customer experiences through new capabilities and product ... sets to serve to our wealth clients. You will be expected to manage the...complexity of varied needs from cross-functional teams in business, operations , technology, legal and compliance. You will articulate a… 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
- JPMorgan Chase (Chicago, IL)
- JP Morgan Asset & Wealth Management offers premier investment management and private banking solutions, managing $4 trillion in client assets. Asset Management ... provides comprehensive strategies across asset classes, while Wealth Management helps clients intentionally manage their wealth to achieve their goals. Our teams… more
- JPMorgan Chase (New York, NY)
- …teams in a matrixed environment + Strong business acumen and understanding of wealth management products, operations , and technology + Bachelor's degree in a ... in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you. **Key Responsibilities:** + Establish… more