2 wealth planner jobs found in Brooklyn

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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Agile Project Manager leads mid to large, high-priority initiatives that impact multiple Lines of Business (LOBs) and/or functional areas and require strong integration across technology, operations, and business teams. This role enables delivery using Agile methodologies while ensuring adherence to KeyBank governance standards, including project & portfolio management tools, risk management, and regulatory oversight. The Agile Project Manager partners with Product Owners, business leaders, and control partners (Risk, Compliance, Audit) to deliver iterative value aligned with strategic objectives while maintaining transparency, auditability, and control effectiveness. The role acts as a trusted advisor, balancing Agile delivery speed with disciplined governance, risk mitigation, and regulatory compliance. Key Responsibilities: Agile Delivery & Governance Alignment Drive Agile delivery across...