- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Bank of America (Wilmington, DE)
- …Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + performing a legal, risk or ... of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal...and persuasively articulate positions and influence decision makers and management on all levels as well as COIs and… more
- Bank of America (Wilmington, DE)
- …Supervision, Registration & Licensing, Data Management , Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth Management ... Audit Supervisor - Wealth Management Pennington, New Jersey;Stamford, Connecticut; East Hartford, Connecticut; Charlotte, North Carolina; Dallas, Texas;… more
- Citizens (Wilmington, DE)
- …fiduciary industry trends and be an ambassador for the Bank in the fiduciary wealth management industry and the marketplace. + Responsible for setting and ... responsible for assisting with the establishment of a Delaware Trust Company supporting Citizens Private Wealth (CPW)....committee(s), forums and working groups. + Lead the personal trust and estate business for CPW including… more
- Neuberger Berman (Wilmington, DE)
- …support to a senior trust officer in the administration of trust , estate , and investment management accounts. **Responsibilities** + Participate ... client service/support or related experience in the financial services industry + Experience in trust or estate administration is a plus (but not required) +… more
- Bank of America (Wilmington, DE)
- …Supervision, Registration & Licensing, Data Management , Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth Management ... for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth… more