- 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)
- …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 (Jericho, 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)
- …must prepare credit applications that must be submitted to and authorized by the CIBC Risk Management Unit. _At CIBC we enable the work environment most optimal ... guidelines and controls, including ensuring that all mandatory training is completed + ** Risk Management ** - You will gather, review and critically assess… more
- WTW (Buffalo, 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
- Wells Fargo (New York, NY)
- …advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held ... of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client ...to deliver a high-touch client experience within a strong risk management framework. + Build and maintain… 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
- KeyBank (Syracuse, NY)
- …gifts + Provides estate planning ideas appropriate to situation + Understands estate taxation of assets held in trust , estate valuation rules, ... Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking,… 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
- Canandaigua National Bank & Trust (Pittsford, NY)
- …programs designed to ensure the efficiency and accuracy of transactions processed in trust , estate , investment management , custody, employee benefit and ... Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY 14534...all internal policies, procedures, and practices in support of risk management and overall safety and soundness… 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
- CoStar Realty Information, Inc. (NY)
- … estate lenders and financial institutions. + **Client Relationship Management :** Build and maintain strong, long-term relationships with CRE lending clients, ... (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index… 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
- 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
- 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