- Northern Trust (Greenwich, CT)
- …relationship management including client on-line tools. 9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or ... client relationships by coordinating administration of complex fiduciary, investment management , estate settlement, guardianship, and/or custody accounts. The… more
- Blackstone (New York, NY)
- …financing solutions across the capital structure and risk spectrum, including management of Blackstone Mortgage Trust (NYSE: BXMT). Job Title: Real ... strategies and strategies tailored for income-focused individual investors including Blackstone Real Estate Income Trust , Inc. (BREIT). Blackstone Real Estate… more
- Careers at KKR (New York, NY)
- …to KKR's global investment platform could create differentiated deal flow and compelling risk -adjusted returns for our investors. KKR Real Estate is a global ... Estate , the team has approximately 150 real estate investment and asset management professionals and...junior-most tranches of new-issue CMBS pools; *KREST (KKR Real Estate Select Trust ), a '40 Act REIT… more
- JPMorgan Chase & Co. (Greenwich, CT)
- …Responsibilities Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing ... clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs Partner with internal… more
- NFP (Stamford, CT)
- …help companies and individuals around the globe address their most significant risk , workforce, wealth management and retirement challenges through custom ... Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a… 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
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the ... with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee...Bankers and Investors. + Participate on projects relating to Trust & Estates internal practices and procedures.… more
- WTW (New York, NY)
- …functions: + **Finance, Accounting, FP&A** 1. Determine appropriate annual insurance and risk management budget across all insurance categories and advisory ... **Description** Fundamental Advisors is seeking a proactive and detail-oriented Associate Risk Manager to join its New York City-based team. This individual will… more
- Deloitte (New York, NY)
- …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
- CIBC (New York, NY)
- …or a related field. Minimum of 5 years of experience in Commercial Real Estate Portfolio Management within Commercial Banking. + **You are a strong ... Business Development, Client Service, Customer Experience (CX), Lending, Portfolio Management , Preparation of Financial Reports, Real Estate Financing,… more
- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... phases of project and engagement management across a wide variety of industries, with a...wide variety of industries, with a focus on real estate and construction. The work you will be doing… more
- Grant Thornton (New York, NY)
- As a Real Estate /Construction Advisory Manager, you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all phases ... of project and engagement management for multiple clients in a wide variety of...wide variety of industries with a focus on real estate and construction. The work you will be doing… more
- WTW (New York, NY)
- …and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients. + Provide coverage and program design advice and ... **Qualifications** **The Requirements** * 5-12 years industry experience (real estate , hospitality and leisure industry experience preferred but not required)… more
- M&T Bank (New York, NY)
- …and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk , exercise fiduciary discretion and ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within...of regulatory requirements and Federal and state law concerning trust and estates , as well as industry… more
- Truist (Greenwich, CT)
- …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 (New York, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... structure and operationalize controls. + Proactively identify opportunities to improve risk management effectiveness and client experience, while identifying and… 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
- MUFG (New York, NY)
- …and performance monitoring, policy frameworks, reporting, budgeting and expense control, real estate , vendor / third-party risk management , transfer pricing, ... or Supervision:** The role will have oversight for the risk management and governance functions within the...+ Deep understanding of Human Resources and its inherent risk to earn the trust of all… more
- Citigroup (New York, NY)
- …and business succession for HNW and UHNW clients. + Strong analytical and portfolio management skills, including risk management and compliance expertise. + ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...Series 66 (or 65/63). + In-depth knowledge of wealth management services, with a focus on estate … more
