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Working knowledge of funding and liquidity risk, collateral management, asset and liability management, intraday liquidity and cash management, funds transfer pricing, and interest rate risk.
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Provides management and guidance through effective communication related to carrying out trust administration activities. Experience in using trust accounting and management software, preferably TrustDesk (FIS product.
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SUMMARY: The RVP - Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region.
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Financial Crimes Analytics AML KYC Platform Management Program Group Manager will support the Personal Bank and Wealth AML KYC Program. Based on Policy changes and new Regulatory requirements work with Personal Bank and Wealth Business, Release Management and Technology to implement well thought through requirements to support overall AML KYC program BoW. Assess AML/KYC policy looking for pragmatic opportunities aligned to business practices to adjust policy to reduce operation impact while still maintain the spirit to the policy.
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Familiarity with IT Service Management (ITSM) and IT Asset Management (ITAM) (hardware & software) principles and practices. Responsibilities and Duties: Leverage ServiceNow ITOM: Utilize the ServiceNow IT Operations Management (ITOM) suite to establish and maintain a robust asset management system.
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Design and develop security policies, standards and procedures across various domains (e.g., Resilience, Data Security, IT Asset Management Governance, Digital Trust, IAM, Cloud Security, Application Security, etc.
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Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management. BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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We cover Wealth (Private Banking/Wealth Management), drive the data strategy for these businesses and execute on the Data Governance Policy and Standards. The Global Wealth Data Owner team is a part of the US Personal Banking & Wealth Management CDO organization.
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The Head of Credit Products will require expertise in commercial lending, including bilateral and syndicated loans, securities-based loans, asset based loans and other commercial bank credit products, including credit- and insurance-based risk management strategies.
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The TRS Case Management Director role supports our client engagement teams. We have advised management, investors, and creditors around the world on many of the largest and most high-profile bankruptcies and restructurings over the past 40 years, including Enron, General Motors, and the Commonwealth of Puerto Rico and more recent engagements with Bed Bath & Beyond, Party City, and Pacific Gas and Electric, to name just a few.
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You will be a member of our Turnaround and Restructuring (TRS) practice, specializing in our Case Management services. Experience with a variety of key roles, including Chapter 11 Bankruptcy Administration, Plan Administration/Trustee, or in Claims Resolution Management.
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The Specialty Asset Manager III is responsible for the comprehensive management of oil, gas and mineral assets held in trusts, estates, agency accounts, or corporate entities. Bachelor's degree required, preferably in in Petroleum Land/Energy Management or legal background a plus.
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3+ years of experience in the financial services industry, developing solutions for consumer banking, portfolio management, trading, compliance or wealth management. Thorough understanding and deep experience with collateral management, General Ledger accounting, ISDA SIMM and Swift processing.
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Collaboratively interact with Revenue Management teams to design, build/enhance, test, implement and maintain applications to address work management, performance data, and operational controls.
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management wealth asset jobs Title: director in Dallas, TX
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