- 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
- 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
- Citigroup (Tampa, FL)
- **Job Description:** Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk ... Management (ICRM) and Global Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for executing Citi's ICRM risk framework activities relevant… more