6 project manager jobs found

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: 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...

Location: 4900 Tiedeman Road, Brooklyn Ohio Position Summary: We are looking for a motivated and detail-oriented Senior Lead Accountant to support the development, implementation, and interpretation of accounting and regulatory policies across the bank. This role is ideal for a candidate with strong technical accounting knowledge. You will assist in analyzing new accounting standards, preparing technical documentation, and advising lines of business on accounting implications of transactions and products. Key Responsibilities: Assist in researching and interpreting U.S. GAAP and regulatory accounting guidance. Support the drafting and maintenance of internal accounting policies and procedures. Analyze the accounting impact of new products, transactions, and regulatory changes. Prepare technical accounting memos and white papers under the guidance of senior team members. Collaborate with Finance, Risk, Legal, and business units to ensure consistent application of...

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...

Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 Training: Will take place for the first 2-3 weeks and will require 4 days in office Hours: Monday-Friday 8:00am-5:00pm Job Status: Full-Time Mobile: 2 days in office and 3 days WFH ABOUT THE JOB (JOB BRIEF) The  Mutual Funds Receipts & Distributions Senior Specialist  helps manage the movement of mutual fund investments in, out, and between accounts at Key Bank. These accounts are part of Key Private Bank and Investment Advisory services. This job includes: Receiving mutual fund assets: Take action when new accounts are opened, making sure Mutual Fund assets are accurately receipted into trust accounts. Sending out mutual fund assets: Take action to send out Mutual Fund assets to contra firms and update the account records accordingly. Handling transfers between accounts: Take action to move Mutual Fund assets between trust accounts. Tracking and adjusting investment details:...

Location: 127 Public Square - Cleveland, Ohio 44114 ABOUT THE JOB Serves as a member of the Investment Management team executing various trades. Develops street relationships to enhance market knowledge and information flow. Works closely with field Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy across multiple portfolios. ESSENTIAL JOB FUNCTIONS • Serves as a member of the Investment Management team assisting in the implementation of various strategies. • Responsible for assisting in the execution of the various strategies for Key Private Bank. • Executes trades for field Portfolio Managers. • Has discretion for execution of various trades. • Should be proficient in articulating the various strategies. • Works closely with field Portfolio Managers, RMs, Wealth Advisors and other across Key Private Bank and Key Bank to ensure various product offerings are meeting or exceeding expectations. • Solid...