- 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
- JPMorgan Chase (Jersey City, NJ)
- …Familiarity with Wealth Management (WM) and aspects of WM Solutions (eg Trust & Estates , Banking, Lending, Product Development, Capital Markets Solutions and ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help… 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
- Wells Fargo (Purchase, NY)
- …advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held ... to deliver a high-touch client experience within a strong risk management framework + Independently resolve moderately...families of disabled individuals + Knowledge and understanding of estate , trust , or fiduciary administration + Ability… 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 (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
- 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
- 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
- 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)
- …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
- 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