- 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 (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
- 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
- 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
- CIBC (New York, NY)
- …to a Lending and Credit Portfolio. You will develop strong relationships with our risk management business partners to obtain an understanding of the risks ... audits in areas such as Commercial Lending, Commercial Real Estate , and Credit Risk . You will be...self to work and you live our values - trust , teamwork, and accountability. California residents - your privacy… 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 (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
- LinkedIn (New York, NY)
- …needed. Basic Qualifications: + BA/BS degree or equivalent experience in facilities management , Corporate Real Estate Management , Accounting/Finance or ... We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can...Administration or equivalent experience. + 7+ years of real estate management experience in a commercial high-rise,… more
- Bank of America (New York, NY)
- …delivery process from beginning to end by partnering with PCA/PCM, Underwriting, Risk , Product Subject Matter Experts, Portfolio Management , and Servicing & ... to increase engagement and penetration * Partner and collaborate with Underwriting, Risk , Operations, and Portfolio Management to deliver seamlessly * Maintain… 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
- 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
- Charles Schwab (New York, NY)
- …Education Planning, Investment Management , Banking & Lending Management , Insurance & Risk Management , and Estate Planning + Ability to adapt and ... role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to… more
- Amazon (New York, NY)
- … management disciplines including scope, schedule, budget, quality, along with risk and critical path management experience - Experience managing programs ... Amazon Corporate locations and is a leader in security management , policy, and best practices. ACS is looking for...tactical relationships with internal stakeholders such as Global Real Estate , Reception and Corporate Security, as well as external… more