Overview. Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with client...
Overview. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities. Leads the client relationship team and has overall responsibility for assuring the client has acc...
Overview. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities. Leads the client relationship team and has overall responsibility for assuring the client has acc...
Overview. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities. Leads the client relationship team and has overall responsibility for assuring the client has acc...
Overview. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities. Leads the client relationship team and has overall responsibility for assuring the client has acc...
This role is not eligible for visa sponsorship, meaning you will need to be able to secure and maintain work authorization without the need for a written submission by the company to the government agency, or the need for the company to make an entry as the immigration employer of record (e.g., STEM OPT training plan, I-20 Form endorsed for CPT, TN employer, etc.). About Our Team. The Risk and Control Management team, operating within the First L...
About Our Team. The Risk and Control Management team, operating within the First Line of Defense for Institutional Services and Wealth Management (ISWM Risk), plays a critical role in safeguarding the organization by ensuring robust risk management practices. Our team is responsible for risk identification, assessment, control design, testing, and ongoing monitoring to maintain a strong control environment that supports business objectives and re...
Overview. The Chief Compliance Officer (CCO) of the Wilmington Funds will be responsible for overseeing and administering its compliance program in accordance with Rule 38a-1 under the Investment Company Act of 1940, as promulgated by the Securities and Exchange Commission (SEC). The CCO will be responsible for ensuring that the funds maintain effective policies and procedures reasonably designed to prevent violation of federal securities laws an...
Overview. Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with client...
THIS ROLE WILL BE HYBRID (3 DAYS/WEEK) OUT OF: BUFFALO NY, BRIDGEPORT CT, or WILMINGTON DE. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE. Overview. Participates in all phases of the audits across their assigned projects. Assists in completion of annual risk assessments, continuous auditing, and remediation plan validations as assigned, under supervision of a Lead Auditor or Manager. Primary Responsibilities. Participate in audits b...
Overview. Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with client...
Company Description. Wilmington Trust has built a reputation for fostering long-term relationships and delivering personalized solutions to address complex financial needs. As part of the M&T Bank family, one of the most stable and successful U.S. financial institutions, we combine vast resources with a client-focused approach to offer innovative wealth management and retirement services. Our comprehensive solutions encompass financial planning, ...
