4 wealth planner jobs found in Brooklyn

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) 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 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,...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary This role will be expected to be working with Wealth leadership team delegates and partners across the enterprise in a highly collaborative manner in relation to the day-to-day management of Wealth systems. Scope of responsibilities will include creation/ownership of a system administration governance process, release management oversight (for assigned systems), system release quality assurance, future-ready planning, and oversight and management of assigned employees and/or contractors. Additional responsibilities as assigned.   Job Description The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily responsible for overseeing system administrators assigned to a group of systems used by Key Wealth Management employees to run the business. This role will ensure smooth day-to-day management of the team. This leader is responsible for building out a framework to effectively...

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...