- JPMorgan Chase (New York, NY)
- …advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking… more
- JPMorgan Chase (New York, NY)
- …to proactively oversee the business team and partner closely with the IR&A team and Trust & Estates management . **Job Responsibilities** + Own the Trust ... Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director... and Estate Risk framework for Global Wealth Management business in accordance with local… more
- Bank of America (Florham Park, NJ)
- …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
- Truist (New York, NY)
- …perform the essential functions. + Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law + 10 + years of fiduciary ... high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both… more
- Deloitte (New York, NY)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- Bank of America (New York, NY)
- …technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, ... or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients...+ Stays up to date with major developments in trust , estate / wealth transfer and financial… more
- US Bank (Greenwich, CT)
- …PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, ... and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for...objectives. Our teams advise clients holistically and comprehensively on wealth and estate planning, investments, banking, credit,… more
- KeyBank (New York, NY)
- …solutions via consultative review and proactive contact + Establish a level of trust and confidence with Family Wealth clients while navigating into the ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...current client data, call summaries, etc. + Accountable for management of book of business in Salesforce (house holding,… more
- Wells Fargo (New York, NY)
- …Qualifications:** + Experience with wealth management and asset management + Advanced commercial real estate industry experience + Strong computer ... Asset Manager to support Real Estate Asset Management Services within its Wealth & Investment...develop advanced level use of software systems utilized by Trust and Real Estate Asset Management… more
- Wells Fargo (New York, NY)
- …HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody,...Philanthropic services. * Closely held asset management . * Real estate and… more
- JPMorgan Chase (New York, NY)
- …Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate planning. ... to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in… more
- Bank of America (New York, NY)
- …expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Bank of America (New York, NY)
- …expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Citigroup (New York, NY)
- …topics generally include strategies for, but not limited to, Asset Protection, Risk Management , Estate Tax Planning, Wealth Transference, Business Succession ... over technical information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will… more
- JPMorgan Chase (New York, NY)
- …relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions. You'll collaborate with a team of ... tailored solutions across our leading investments, credit, banking, and Trust & Estates practices. As a 2026...to make meaningful contributions to our business with customized wealth management solutions. Your role will involve… more
- City National Bank (New York, NY)
- …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... of contact for all aspects of probate and non-probate estate and trust matters assigned by National...with state tax laws, income taxation with respect to trust investment management principles * Demonstrated strategic… more
- Citigroup (Queens, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. It serves… more
- Anywhere Real Estate (New York, NY)
- …Our Title Group is a full-service title, settlement, underwriting and vendor management services company serving consumers, real estate companies, affinity ... trust agreements etc. + Read and interpret real estate documents, legal proceedings, maps, and surveys. + Make...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Neuberger Berman (New York, NY)
- …Officer to join our team. The Trust Companies support the Private Wealth Management , Institutional, and Intermediary businesses of the firm, managing a ... Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer will...location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable… more
- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Banking & Lending Management , Insurance & Risk Management , and Estate Planning + Ability to...in additional to furthering your own professional development in Wealth Management . Pursuant to SAFE Act requirements,… more