- 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 ... client experience is being delivered exceptionally to each client. As the Wealth Operations Manager you will be responsible for implementing strategies to… more
- Robert Half Finance & Accounting (San Carlos, CA)
- …are consistently recognized among the top performers in their space. Position Overview - Operations Manager : Our client is seeking an experienced Operations ... on LinkedIn for quicker consideration We're representing a leading independent wealth management practice known for its commitment to delivering exceptional client… more
- US Bank (St. Paul, MN)
- …Description** **Take your skills to the next level** US Bank is hiring an Account Manager to support our Wealth Operations - Paying/Transfer Agent Group ... review, and action planning + Issue management (resolution/escalation) + Various operations -related reporting + Serve as Issue Management Lead + Collaborate with… 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 ... CRM systems like ClientWorks and Redtail. + Support daily operations by refining procedures, monitoring compliance alerts, and managing...info and immediate consideration. Requirements + 8+ years in wealth management, ideally in a small RIA - NO… more
- Citigroup (Tampa, FL)
- …responsible for the management of team of Banking Account Opening Specialists within Citi Wealth Operations - Private Bank/ Wealth at Work Client onboarding ... and Know Your Customer (KYC) + Expertise in the Citi Private Bank/ Wealth at Work account opening systems such as OneSource, InView, Systematics, Eclipse, Avoka.… more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... There is an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate...of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff,… 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
- Charles Schwab (Indianapolis, IN)
- **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
- Bank of America (Charlotte, NC)
- Credit Manager / Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of ... Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to… 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 (Jersey City, NJ)
- *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
- Bank of America (Charlotte, NC)
- Credit Manager , Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... communications skills to work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their… more
- ADP (Tempe, AZ)
- **ADP is hiring a Manager - Health - Wealth in Tempe, Arizona!** + _Are you excited about leading and developing a team?_ + _Are you a solutions-minded problem ... you.** **Ready to make your mark?** The Health & Wealth leadership team has responsibility for delivery of the...& Engagement. + Vendor Relationship Management - manage plan operations and services. Leads relationships with vendors as appropriate… more
- TD Bank (Mount Laurel, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The US Wealth Operations Specialist I is an introductory role to Wealth that ... operational tasks in support of one or more US Wealth Management lines of business. + Performs basic administrative...of accounting entries and procedures + Knowledge of trust operations processes + Strong arithmetic skills + Strong organizational… more
- Citigroup (New York, NY)
- **Americas Wealth Markets Business Manager ** The Americas Wealth Markets Business Manager is a critical role supporting the execution of business-defined ... The Business Manager will also support producing materials for the Wealth Markets monthly Business Management meeting forums. This role requires interaction with… 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
- ADP (Denver, CO)
- **ADP is hiring a Manager - Health - Wealth in Denver, Colorado!** **Position Summary :** The H-W leadership team has responsibility for delivery of the national ... TotalSource Health and Wealth programs enabling clients to focus on their core...- Engagement. + Vendor Relationship Management - manage plan operations and services. Leads relationships with vendors as appropriate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the St. Petersburg, FL Corporate Office location. **Job Summary:** The Senior Product Manager will operate within the Wealth Management Technology group, which ... + Collects and analyzes information, interviews subject matter experts (SMEs), observes operations and uses knowledge of business systems and processes to develop… 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
- 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