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Wealth Management Officer V
Duties : The candidate shall meet Sales and Revenue Growth goals as assigned. Initiate actions to achieve sales goals. Develop Center of Influence Network by adding 4-8 referring COI’s each year. Meet with clients for the purpose of discussing their needs and benefits of Wealth Management services in order to expand client relationships. Monitor account activity and portfolio mix to ensure that established investment guidelines are met. Assume...
Fiduciary Risk Officer, Investments
Duties: Managing fiduciary risk in the First Line of Defense for either Personal Trust OR Investment Management disciplines within the U.S. Personal Wealth business. Provides national consistency in the application of fiduciary risk management of the respective discipline pursuant to policies and procedures established by the First Line of Defense, to achieve and sustain its risk-based compliance with applicable laws and regulatory requi...
PW Market Manager Fiduciary
Responsibilities: Provide senior leadership from a fiduciary perspective to the Head of Asset Management and Trust Advisors. Define growth strategy for the fiduciary business. Oversee and manage fiduciary administration, estate settlement and guardianship business. Opine on the acceptance of new fiduciary opportunities. Manage, mentor and coach Trust Advisors and Associates to promote sound fiduciary practices while growing the business. Focus o...
Sr Trust Administrator – Post Death Administration & Terminations
The candidate will administer a full account load of terminating trusts assigned by the Manager of the Post-Death Administration & Terminations (PDAT) group. Ability to learn and apply laws of numerous states (with an emphasis on Illinois, Wisconsin, Indiana, Florida and Arizona) required. Review and interpret governing instruments (e.g. wills, trusts, marital property agreements, probate documents, etc.)....
VP, AML Testing and Assurance – CM
Duties: Create planning memos, test scripts and schedule that covers the AML Testing Programs and reviews, as well as other ongoing AML Assessments. Develop and maintain the annual testing plan, in conjunction with Compliance AML Officer (“AMLO”) and other LOBs. Provide oversight on the controls and activities monitored by the AMLRO Designates and determine impact on test plans. Execute test scripts within the plans to ensure contro...
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Asset Management, Private Bank Incident and Client Advisory Group Case Manager, Vice President
The candidate will work independently within a team environment and demonstrate capability to review risky prospects, clients, accounts and transactions. Must be skilled at identifying significant issues and driving resolution through the proper forum, minimizing losses and reputational damage resulting from high risk clients and transactions. Effective communication and document...
Commercial Banking -Documentation Team Manager
Responsibilities: Leads a team responsible for account openings, negotiation oversight, execution and administration of client documentation. Establish structure to ensure continual learning and alliance with Legal partners and other internal business partners. Review mandated deal structures and resolve conflict by partnering with internal business partners. Manage internal partner expectations and understanding. Exhibit owne...
Asset Management - Private Bank - Banker – ED
Duties: Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Tru...
Legal - CIB Supply Chain Finance - Documentation Specialist II - Associate
RESPONSIBILITIES: Responsible for end to end deal management of negotiated transactions, driving internal process and coordination on behalf of the client to reach timely and successful execution of documentation. Responsible for interpreting client needs and documentation requirements from information provided by internal business partners. Negotiate standard and customized contracts, as directed b...
Senior Relationship Manager
Duties: Manages relationships with wealthy Private Banking customers and expands account relationships of the largest and/or most complex nature through the sale of additional Company and Group products and services, including credit, investment, trust and insurance products, to increase fee-based income. Manage a portfolio of the largest and/or more complex Private Banking account relationships. Expand account relationships through the sale of ...