5 wealth planner jobs found in Brooklyn

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 Job Summary The Administrator facilitates the execution of the trust administration life cycle process. Handles the daily administration and account maintenance of primarily non-trust accounts (agency, custody and IRA) in accordance with established policies and procedures. The is critical in providing top quality service to high-net-worth clients and works within the relationship management team, collaborating effectively and providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Responsibilities Administers primarily “non-trust” (e.g., agency, IRA and custody) accounts with a proactive, disciplined, consistent and comprehensive approach. Performs day-to-day functions (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.). Discovers, analyzes and researches account issues and...

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: 4910 Tiedeman Road, Brooklyn Ohio As a member of the Cyber Defense team within Corporate Information Security, the Senior Exposure Management Engineer plays a critical role in safeguarding KeyBank’s infrastructure by designing, implementing, and maintaining secure configurations across on-premises, cloud, and hybrid environments. This position is responsible for ensuring that systems, applications, and networks are configured in strict alignment with industry-recognized standards, particularly the CIS Benchmarks, as well as organizational security baselines. The engineer continuously monitors updates to CIS Benchmarks, integrates new controls, and supports audit readiness by maintaining comprehensive documentation and evidence of compliance. By leveraging industry standard automated scanning capabilities, the Senior Exposure Management Engineer validates configuration settings, identifies vulnerabilities, and ensures timely remediation and re-assessment, directly...

Location: 4910 Tiedeman Road, Brooklyn Ohio As a member of the Cyber Defense team within Corporate Information Security, the Senior Exposure Management Engineer is responsible for leading the continuous identification, inventory, monitoring, and reduction of KeyBank’s digital and physical attack surface. This role drives the ASM strategy across cloud, and on-premises environments, combining external threat visibility with internal exposure reduction. The engineer oversees asset discovery, vulnerability management, and exposure monitoring, ensuring exploitable weaknesses are rapidly identified, prioritized, and remediated based on threat intelligence and business impact. The role involves close collaboration with cross-functional teams to align ASM initiatives with organizational risk priorities and regulatory requirements. Key Responsibilities Attack Surface Reduction: Continuously discover all digital assets, including domains, IPs, cloud buckets, APIs, endpoints,...