- Franklin Templeton Investments (Boston, MA)
- Senior Content Creator - Wealth Management...portfolios while mitigating the impact of taxes on their wealth . As a fiduciary , the guidance we ... page is loaded## Senior Content Creator - Wealth Managementlocations: New York, New York, United States of America: Lincoln, Massachusetts, United States of… more
- Goldman Sachs Bank AG (Wilmington, DE)
- …achieve their long-term financial goals, the desire to work closely with top fiduciary , tax and wealth management professionals, and the ability to think ... dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private Wealth Advisors ("PWAs") to provide our clients with superior service, while… more
- Colorado Railroad Museum (Los Angeles, CA)
- …the United States Work Arrangement: Remote A Day in the Life As a Tax Senior Manager in our high-net-worth tax practice, you will be responsible for working with ... tax clients to assist them with the transition of wealth from one generation to the next. A typical...to the next. A typical day as a Tax Senior Manager might include the following: Interpreting and reviewing… more
- Colorado Railroad Museum (Solana Beach, CA)
- …CA Work Arrangement: In‑office or Hybrid Typical Day in the Life As a Tax Senior Manager in our high‑net‑worth tax practice, you will be responsible for working with ... tax clients to assist them with the transition of wealth from one generation to the next. A typical...to the next. A typical day as a Tax Senior Manager might include the following: Preparing and reviewing… more
- EisnerAmper LLP (Melville, NY)
- Tax Senior Manager, Trust & Estate - Private Client Services (PCS) page is loaded **Tax Senior Manager, Trust & Estate - Private Client Services (PCS) Tax ... Senior Manager, Trust & Estate - Private Client Services...expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. *… more
- Northern Trust Corp (Chicago, IL)
- …of the Wealth Management Sales Leadership Team. This is a senior leadership position for the GFO business and responsibilities will include line management ... Head of Sales and Client Development - Global Family Office (GFO) - Americas page is loaded##...is a full service client delivery business, within the Wealth Management division, specifically dedicated to supporting ultra-high net… more
- Goldman Sachs Bank AG (San Francisco, CA)
- Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Strategist, Vice President, San Francisco location_on San ... for a hard-working and client-friendly individual with background in wealth management and / or family office...understand trust and related documents, using as a resource senior staff, and internal and external counsel as necessary… more
- Squillace & Associates, PC (Boston, MA)
- …and ultra-high-net-worth individuals, multigenerational families, fiduciaries, closely held businesses, and family offices on the full range of wealth transfer ... We are seeking a senior trusts and estates attorney to join our... entities, and asset‑protection tools. Advise clients on multigenerational wealth planning, philanthropic goals, and fiduciary ‑risk considerations.… more
- KeyBank (Plymouth Meeting, PA)
- … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the ... Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr . Fiduciary Advisor is primarily responsible for...25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively… more
- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of ... for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person...and tools, retirement planning) + Maintains deep expertise in fiduciary , investment, tax, and other related wealth … more
- Citigroup (Charlotte, NC)
- …audits and assessments of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize ... The Senior Auditor is an intermediate level role responsible...wealth and investment products/services. + Basic understanding of fiduciary principles and regulations (ie OCC Regulation 9, Investment… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth ... **Desired Qualifications:** + Knowledge and understanding of estate, trust, or fiduciary administration + Family office trust administration experience preferred… more
- Wells Fargo (New York, NY)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo ... capacity + Extensive knowledge and understanding of financial and estate planning, fiduciary /trust, wealth transfer, leverage, multiple asset class usage, asset… more
- Charles Schwab (San Diego, CA)
- …helping us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you ... impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …What does a Sr . Trust Officer - Team Lead do? The Senior Trust Officer Team Lead at Canandaigua National Trust Company Florida (CNTF) is responsible ... Sr . Trust Officer - Team Lead Canandaigua National...advice you need to accumulate, grow, and maintain the wealth necessary to achieve yours. What truly separates us… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, ... held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC.… more
- First National Bank of Omaha (Omaha, NE)
- …as a senior risk and compliance leader for a growing wealth division while leading comprehensive operational teams. You'll build integrated frameworks that set ... **Summary of the Job:** We are seeking an experienced Vice President, Wealth Risk and Operations to lead first-line risk management, compliance oversight, and… more
- Deloitte (San Juan, PR)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- First National Bank of Omaha (Fort Collins, CO)
- …and generational. **About This Role:** **The Opportunity** As the **Head** **of Private Wealth ** **Advisory** , you will be the senior leader responsible for ... with **$5MM+ in investable** **assets** . You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning,… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts & ... The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates...teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal,… more
