12 financial solutions advisor jobs found in Brooklyn

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary As an Agile Product Owner for our Fraud Product, Change, and Project Management Team, you will partner across our Fraud Solutions, Technology, Operations, and Line of Business (LOB) teams as we implement and operate best-in-class enterprise-wide fraud solutions. This role will be responsible for managing the Fraud Technology intake, backlog, sprint and quarterly priorities, and Product Owner Project Management for Enterprise Fraud Services (EFS) with a primary focus on supporting our Fraud Case Management Platforms. We are currently seeking a skilled individual who is capable of supporting our existing platform and ensuring the platform runs effectively day to day, while also being able to support future readywork as we move to an upgraded Fraud Case Management Platform. The ideal candidate will have the ability to present and lead data-driven strategies in order to effectively execute the product roadmap for this...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: 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, planning and executing...

Location: 4910 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) Reporting to the Director of Financial Crimes Modeling & Analytics that reports to the Deputy Chief AML Officer, the Senior Data Science Manager is primarily responsible for leading a quantitative team in support of financial crime modeling and analytics. This role must establish priorities for the team, assign and define the work to the right resources, and understand the strengths and opportunities of the team to ensure the team meets and exceeds expectations. This role is responsible for owning modeling practices, methods, and techniques as well as for influencing data strategy with a focus on leveraging both current and emerging technologies and applications. The Senior Data Science Manager acts as a leader, strategic advisor and credible thought partner to senior / executive level business partners. This position is also responsible for managing the integration of activities within and across...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Essential Functions Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory, as well...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary   As a Senior Fraud Solutions Strategist, you will   be responsible for   developing, implementing, and refining fraud prevention solutions and strategies to safeguard the Deposit/Card Segment and our clients against financial losses and reputational risks. Leveraging your   expertise   in fraud detection techniques and industry best practices, you will work cross-functionally with internal stakeholders to assess emerging threats, enhance detection capabilities, and   optimize   fraud prevention processes and client experience across KeyBank products,   channels   and line of business segments.     Essential Functions   Lead the development, execution, and continuous refinement of fraud prevention strategies and solutions aligned with organizational   objectives , industry regulations, and evolving risk trends.   Identify , assess, and mitigate emerging...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The Senior Trust Officer works across Key Private Bank (KPB), collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and estate settlement accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production goals. The role may have...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Team Manager manages a group of trust professionals that are focused on professional quality administration assistance with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients and beneficiaries are met.  Confidentiality and privacy of client information is paramount.  The role will have leadership responsibility for a team of Associates/Analysts/Assistants. Fulfills fiduciary responsibilities of KeyBank by providing expert assistance to Trust Officers and counsel to High Net Worth clients and beneficiaries. Actively assists in the management of trust relationships, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. ESSENTIAL JOB FUNCTIONS The role of the Trust Team Manager is to act as a player coach to the...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary   Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.   ESSENTIAL JOB FUNCTIONS   Fiduciary Expertise and Trust Administration Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth clients...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production...

Location: 127 Public Square, Cleveland Ohio Job Description The Trust Analyst provides trust administration support and fulfills fiduciary responsibilities by providing basic trust administration for Key's Institutional clients and their beneficiaries. While serving on the Institutional Advisors team, collaborates effectively and provides insights and solutions to attract, retain and grow clients. Actively manages institutional accounts, in accordance with established policies and procedures, to a high professional standard while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Where appropriate, may focus on an area of specialty trust expertise. Successfully identifies opportunities to enhance client relationships while using proper channel management. ESSENTIAL JOB FUNCTIONS Trust Administration & Support Administers assigned accounts with a proactive and disciplined approach Familiar with...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Lead Analyst (QA) is a senior‑level contributor within Finance Risk Governance (FRG), responsible for strengthening risk identification, issue management, and quality assurance across the Finance organization. While the role maintains accountability for regulatory reporting quality assurance activities, it expands beyond Regulatory Reporting to provide Finance‑wide risk coverage, with particular emphasis on Emerging Risks and Issues Management. Operating independently from daily execution activities, this role identifies emerging and systemic risks, evaluates control effectiveness, and partners with Finance leadership to drive proactive risk mitigation and sustainable governance outcomes. Key Responsibilities Own the planning, execution, and continuous improvement of a designated QA and risk program pillar, with expanded responsibility for Emerging Risks & Issues Management across Finance....

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job The Senior Manager, Technology Compliance is a strategic leader responsible for overseeing KeyBank’s compliance with applicable state and federal banking laws, regulations, and supervisory expectations as they relate to technology, digital platforms, and emerging innovations. This role partners closely with Risk, Technology, Legal, Operations, Product, Internal Audit, and Regulatory Relations to ensure KeyBank’s technology initiatives—including AI/ML use cases, automation, cloud-enabled services, digital channels, and blockchain/crypto‑adjacent capabilities—operate within Key’s risk appetite and regulatory framework. The ideal candidate brings strong regulatory compliance and enterprise risk management expertise, deep understanding of technology governance, and proven experience building and maturing compliance programs in a large, regulated financial institution. This leader will shape the technology compliance...