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Serve as primary business owner of Office of the Comptroller of the Currency (“OCC”) annual fiduciary exam, including the Asset Management exam, and the fiduciary components of other CBNA regulatory exams.
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Interpret and apply fiduciary industry trends and be an ambassador for the Bank in the fiduciary wealth management industry and the marketplace. Responsible for the fiduciary management and execution on CBNA’s KYC requirements, including AML, BSA and EDD requirements and CBNA’s Privacy policy.
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About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.
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The Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Citizens Bank N.A. (CBNA), reporting to the Chief Fiduciary Officer and Director of Trust Services.
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We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. The Data Operations and Reporting Team will work to map and optimize dataflows/data processes across the business, deliver intelligence from data, and maintain data quality through effective data governance and management to provide a "single source of truth.
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Your efforts will touch lives all over the financial spectrum and across all our lines of business: Consumer & Community Banking, Asset & Wealth Management, Commercial Banking, Corporate Investment Banking and Corporate Sector.
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The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions.
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