Job Details

Requisition Number 14-0262
Post Date 4/24/2014
City Buffalo
State NY
Description This position is responsible for:
 Managing and administering all activities within a Region
 Providing direction and guidance
 Setting and monitoring individual and regional goals in order to meet divisional goals and objectives
 Directing and guiding technical and highly skilled staff
 Serving on Product Review Committee
 Working with Manager of Retail Investment Services to train, motivate, and create teamwork between and among other regions.
 Serving as client relationship manager for large and complex accounts and for all non-qualified institutional accounts
 Communicating with the Regional President on business development activities
 Working as part of a team
 Working with onsite equipment
Requirements 4 year trust / business finance / related degree preferred; Appropriate professional designation preferred, 10 years relevant experience essential, 4 years supervisory experience, team player, excellent organizational and time management skills, excellent interpersonal and communication skills, strong client relationship skills, ability to analyze financial data

Required: New hires must complete and obtain the Series 65 license within six months of hire; incumbents must maintain the Series 65 license throughout their duration in this position.
  • We are an Equal Opportunity Employer.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
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