2 wealth planner jobs found

Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest...

Location: 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 Job Summary The Wealth Systems Administrator role within Key Wealth Management is accountable for ensuring that in-scope systems are running smoothly, and all critical operations are performed in accordance to service level agreements. Job Description The Wealth Systems Administrator role within Key Wealth Management is primarily responsible for ensuring smooth day-to-day system operations with the Key Wealth Management business lines. This role requires an individual with a strong sense of accountability and expertise to ensure that front office systems, processes, data management, and customer/advisor connectivity are properly implemented and maintained, and reporting, critical business processes, and regulatory issues are resolved in a timely manner. The individual must partner with internal constituents across all of KeyBank, including but not limited to, field/branch roles, trading desks, technology,...