- JPMorgan Chase (New York, NY)
- …and Trust & Estates management . **Job Responsibilities** + Own the Trust and Estate Risk framework for Global Wealth Management business in ... Bank, with 5 plus years' work experience in Trust & Estates gained within Risk Management , Compliance, Legal, Audit, or related Consulting; + Have… more
- JPMorgan Chase (New York, NY)
- …to oversee the administration of the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- Wells Fargo (New York, NY)
- …appropriate strategy and actions of regional team members to meet risk management deliverables. + Collaborate with Trust Services leadership, risk ... and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...+ Identify and recommend opportunities for process improvement and risk control development to ensure the Trust … more
- Wells Fargo (New York, NY)
- …a moderately complex portfolio of real estate assets within wealth client management . + Assess risk and ensure compliance with banking regulations related to ... to increased revenue + Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and...develop advanced level use of software systems utilized by Trust and Real Estate Asset Management… more
- Deloitte (Jersey City, NJ)
- …companies and range from tax planning to tax compliance, controversy and risk management , specialized services including research and development, government ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you… more
- Grant Thornton (New York, NY)
- …and target management . + Planning, executing, directing, and completing real estate valuations for financial and corporate strategic buyers from a variety of ... energy, retail, hospitality, gaming, construction, non-profit, high-tech, and real estate . + Understanding and managing firm risk ...we believe in making business more personal and building trust into every result - for our clients and… more
- WTW (New York, NY)
- …broking team to achieve agreed operational and financial goals and objectives. At WTW, we trust you to know your work and the people, tools and environment you need ... team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. Note...solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients. + Provide coverage and program… more
- Bank of America (New York, NY)
- …trustee is exercising discretion, managing risk , and conducting periodic trust reviews + Supports investment management accounts including the coordination ... **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and... Management + Customer and Client Focus + Risk Management + Wealth Planning + Client… more
- Truist (New York, NY)
- …Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently and escalates issues and concerns ... guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and...+ Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law + 10… more
- Citigroup (Queens, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... This role will report to the Head of Wealth Controls and Risk Management . **Key Accountabilities** + Lead a team of Senior Control professionals supporting… more
- WTW (New York, NY)
- …clients. + Develop new relationships with individuals responsible for insurance and risk management decisions. + Obtain referral leads from existing clients. ... propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline … more
- City National Bank (New York, NY)
- …Operate as main point of contact for all aspects of probate and non-probate estate and trust matters assigned by National Manager. Driver of settlement process, ... level and team level reporting duties. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts,… more
- Bank of America (Florham Park, NJ)
- …practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + performing a legal, risk or fiduciary line of business function, ... understanding of Delaware directed trusts preferred + Experience working with trust officers/fiduciary specialists and making fiduciary related risk -reward… more
- Bank of America (New York, NY)
- …concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also author ... Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop...a broad range of wealth planning topics such as trust and estate planning, income and wealth… more
- Blue Foundry Bank (Parsippany-Troy Hills, NJ)
- …Bank's Loan Approval Committees, ensuring that credit decisions align with sound risk management and the Bank's community-oriented mission. + Partnering closely ... class allocation. Plays a key role in the Enterprise Risk Management (ERM) process, focusing on credit...Estate , Construction, SBA, Residential lending, and loan portfolio management . + Prior experience as a credit executive in… more
- Citigroup (New York, NY)
- …advanced topics generally include strategies for, but not limited to, Asset Protection, Risk Management , Estate Tax Planning, Wealth Transference, Business ... agent mentality that can provide financial leadership + Proven strong public speaking skills + Trust and Estate Planning Experience + FINRA Series 7, 63, 65/66 +… more
- City of New York (New York, NY)
- …Compliance Programs: Develop, implement, and oversee ethics and compliance programs. 6. Risk Management : Identify, evaluate, and mitigate legal and compliance ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...Counsel include, but are not limited to: 1. Real Estate Transaction Structuring: Assist project finance team in aligning… more
- Citigroup (New York, NY)
- …administrative duties in conjunction with the team, including financial, staffing, quality, risk and regulatory matters + Execute vendor management activities, ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...of financial concepts + Problem solving attitude + A Risk and Control mindset + Project management … more
- Deloitte (Morristown, NJ)
- …using Microsoft Purview, including Information Barriers, Information Protection, and Insider Risk Management . + Performing technical health checks for Purview ... at the front lines with our clients, supporting them with their Cyber Risk needs, specifically helping them address data governance and compliance challenges using… more
- CBRE (New York, NY)
- …ID 210510 Posted 10-Mar-2025 Role type Full-time Areas of Interest Facilities Management , Project Management , Transaction Management Location(s) Atlanta - ... but are not limited, to the following: P&L, Contract Management and Governance: * Accountable for financial performance of...strong trusted advisor status with clients. Engenders feelings of trust as an initial impression. History of looking for… more