- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions , Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- M&T Bank (Wilmington, DE)
- …processes, and operations. + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offerings **HOW ... manager or Leadership Development Manager-MDP. **DEPARTMENT DESCRIPTION:** The Family Wealth administration team provides Trust administrative services to… more
- M&T Bank (Wilmington, DE)
- …responsibilities could also include: + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offerings + ... team environment and assist in supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.… more
- M&T Bank (Wilmington, DE)
- **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten weeks of Core Training and one year of On-the-Job (OJT) ... in classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on two group project… more
- Vanguard (Malvern, PA)
- Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused leadership, clearer ownership ... management for 3 teams: Digital, Data & Strategy; Wealth Management , Operations and Risk; and Advice,...Management , Operations and Risk; and Advice, Distribution and Solutions within our AWM division . T he Senior… more
- M&T Bank (Wilmington, DE)
- …expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, ... clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- M&T Bank (Wilmington, DE)
- …expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, ... clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- Robert Half Finance & Accounting (Pike Creek, DE)
- …trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining account openings and closings, ... and build prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Administrator will preferably have… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with ... prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax...and are not limited to: . 5+ years of trust tax experience . 2+ years of management… more
- Vanguard (Malvern, PA)
- …help you obtain required licenses. + Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. + Access to development resources, ... efficient service while anticipating client needs and offering proactive solutions . + Collaborate across teams to maintain and enhance...build expertise and grow your career within Advice & Wealth Management Qualifications: + Minimum of three… more
- Vanguard (Malvern, PA)
- …execution. You've led client-facing, operational and/or sales enablement teams in asset management , wealth , or financial advisor services environments and know ... reports, with clients and internal partners. + Client Relationship Management : Works alongside direct reports and sales peers to...of Vanguard to executive teams at client firms. Build trust and rapport with leaders across multiple business lines… more