- 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
- Citizens (Boston, MA)
- …+ Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams + Shepherds the end-to-end onboarding process for newly ... thrive in a high-performance, collaborative environment. As a Private Wealth Management - Transitions Operations Specialist at...of confidentiality + Serve as a liaison for the wealth manager teams and the various business… 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)
- Wealth Management Specialist Alpharetta, Georgia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive 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 the world… 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
- Citizens (Johnston, RI)
- Description The Wealth Supervisory Control Manager provides oversight to a team responsible for reviewing and approving various financial transactions, accounts, ... oversight, and internal audit and control testing. Lastly, the manager is responsible for stakeholder communication and collaboration. Key responsibilities… more
- JPMorgan Chase (Columbus, OH)
- …million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + **Investment Implementation Portfolio Management:** ... accounts across various products. + Review and trade client account portfolios, manage orders, and execute trades. + Manage... requests and maintenance. + Align client accounts for Manager Model Trades. + **Knowledge and Oversight:** + Maintain… more
- Wells Fargo (Charlotte, NC)
- …Examiner designation + Experience in portfolio management, investment strategy, broker/dealer operations , wealth management, fiduciary and trust services. **Job ... Wells Fargo is seeking a Senior Auditor on the Wealth and Investment Management (WIM) Audit Team providing coverage...Advice and Planning, WIM Control, WIM Marketing, and WIM Operations . Learn more about our career areas and lines… more
- City National Bank (Beverly Hills, CA)
- * ACCOUNT MANAGER - Entertainment & Sports Banking* WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the ... contact person providing proactive and consultative support to resolve operations issues that may from time to time arise....needs. As the operational expert for the client, the Account Officer/ Manager is positioned to proactively execute… more
- HUB International (Eden Prairie, MN)
- …and we're excited to support you on your career journey. As a **Commercial Lines** ** Account Manager II,** you will manage a book of new and renewal accounts ... and marketing. **Your job responsibilities as a Commercial Lines Account Manager II:** + Provide exceptional service...ability to obtain, required + Knowledge of insurance agency operations + Excellent verbal and written communication skills +… more
- IGT (FL)
- Technical Account Manager III Location: FL Statewide, FL, US Requisition ID: 17111 IGT (NYSE:IGT) is a global leader in gaming. We deliver entertaining and ... Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player...* Fluent in English * Knowledge of Casino Gaming operations * Knowledge of operating systems, user account… more
- Parker Hannifin Corporation (Irvine, CA)
- Military Account Manager . - (SSO Division - Irvine, CA) Location : IRVINE, CA, United States Job Family : Sales Job Type : Regular Posted : May 22, 2025 Job ID : ... belong, matter and make a difference. Services & Support Operations Division The Services and Support Operations ...24/7 operational and technical support wherever it's needed. Military Account Manager (SSO Division - Irvine, CA)… more
- Live Nation (New York, NY)
- …so if this sounds like you then please read on! THE ROLE As an Account Manager , you will be responsible for the coordination, management, and execution of ... role where you will also be expected to maintain a holistic understanding of the account and will be directly accountable for its performance. In this role, you will… more
- First Horizon Bank (Atlanta, GA)
- …Atlanta, GA; Orlando, FL; Tampa, FL; and Houston, TX This role is for an Account Analysis Product Manager with our TM Revenue Management team. This position is ... future state of Revenue Management. + Align with critical partners such as Operations , Technology, Accounting, Compliance, Risk and audit, et a, to identify and… more
- Stanley Black and Decker (East Longmeadow, MA)
- ** Operations Manager - Onsite** **East Longmeadow, MA** **Come make the world and accelerate your success.** It takes great people to achieve greatness. People ... STANLEY(R), CUB CADET(R), and HUSTLER(R). **The Job:** As an Operations Manager , you'll be part of our...multiple career paths. + Learn: Have access to a wealth of learning resources, including our digital learning portal.… more