11 jobs found in Williamsville, NY

Location: 30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF):   Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:   Manages investment accounts of a large and complex nature with discretionary...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory • Senior...

Location: 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk.  For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family...

Location: 127 Public Square, Cleveland Ohio ABOUT THE JOB (JOB BRIEF):   Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:   Manages investment accounts of a large and complex nature with discretionary latitude for advising,...

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 specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job As part of Key’s second line of defense Compliance Risk Management function, the Risk Evaluation and Assurance Program (the “REA Program”) has the responsibility for evaluating Key’s ongoing compliance with applicable laws and regulations through the execution of compliance monitoring and testing across Key’s lines of business, products, and functional activities. Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key’s compliance with regulatory requirements and expectations. Individuals work both autonomously on assignments and in collaboration with other members of REA team on projects and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational processes, experience in testing/auditing, and a passion for continuous learning and...

Location: 4900 Tiedeman Road, Brooklyn Ohio Hours: Monday- Friday 8:00am 5:00pm Location: Hybrid opportunity requiring minimally 2 days in office Job Summary The Pricing Operations Lead Specialist is responsible for supporting pricing activities for investments held by Key Private Bank clients on our accounting system, Global Plus.  Timely and accurate pricing ensures securities are valued correctly on customer statements, valued correctly for client fees and for investment review purposes. The specialist is responsible for monitoring the daily automated pricing interfaces and reviewing alternative investment valuation statements and updating pricing based on this analysis.  Additionally, the specialist assists with the monthly stale priced asset control process and may aid in projects to streamline and improve department processes. This position provides support to Department Manager, Section Manager, and Associates to ensure accurate and timely pricing of...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary This position will assist the SEC Reporting Team in preparing required periodic SEC Filings.  The Lead Accountant will have strong analytical skills and be able to work both independently and as a member of cross-functional teams. The Lead Accountant will demonstrate excellent communication, data gathering, analysis, reporting and process improvement skills. Essential Functions Assist in preparation of certain schedules and disclosures used in SEC reporting (10-Q and 10-K) Prepare quarterly earnings releases in collaboration with the Investor Relations department Prepares thorough documentation to support SEC accounting schedules and workpapers. Analyzes peer disclosures and identifies reporting trends and areas of improvement. Suggests enhancements in department processes and procedures to increase efficiency and/or improve customer service. Assists with various aspects of the yearly...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Advisors in the processing of non-marketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts, certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate, liabilities, trust real estate, rentals, savings bonds, and tangible assets such as artwork, coins, jewelry, stamps, etc.  The Unique Assets team handles re-registering and deposit of closely held and DTC Physical certificates.  The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments, free movement, payments, and trading....

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Asset Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's portion of the annual audit plan, and provide support during audit projects to project lead and staff. This individual will be responsible for managing audits focused on KeyBank’s Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the performance of their team, including the identification of major obstacles and efficiencies that can be created. As an Audit Manager you will also be responsible for coaching and developing staff members as well as contributing to the overall team initiatives. Additionally, the Audit Manager will be required to assist in the team's ongoing risk intelligence process, strategic initiatives and risk review related trainings. Responsibilities Demonstrate...