- 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
- 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
- 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
- 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
- BlackRock (New York, NY)
- …areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + Retirement ... and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set... advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or… 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
- KeyBank (New York, NY)
- …planning for non-charitable gifts - Estate planning ideas appropriate to situation - Estate taxation of assets held in trust , estate valuation rules - ... deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement - Designs...retain and expand existing client relationships - Reviews client estate planning and trust documents and advises… 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
- 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
- CIBC (New York, NY)
- …with fiduciary activities including personal trust administration, estate administration, individual retirement accounts, investment management accounts ... Estate Accounts, Financial Advising, Group Problem Solving, Leadership, People Management , Power of Attorney (POA), Trust Services, Work Collaboratively At… 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
- 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
- CIBC (New York, NY)
- …**What You'll Be Doing** CIBC US provides tailored commercial and commercial real estate banking, private wealth management , personal and small business ... coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United...include: + SEC- registered investment advisor, + OCC regulated trust company, + SEC registered/FINRA member Broker Dealer, +… more
- Bank of America (New York, NY)
- …restructures, etc. **Required Qualifications:** * 10 plus years of commercial credit or wealth management credit experience or a combination of lending and ... client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a… more
- JPMorgan Chase (New York, NY)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- City of New York (New York, NY)
- …(HOP) creates and preserves affordable homes to facilitate generational wealth -building, maintain housing quality, and address the legacy of discrimination, ... and middle-income families - and special initiatives, including the Community Land Trust initiative, designed to ensure community stewardship of land and long-term… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...to all. The Business Unit Manager is a senior management -level position in the Enterprise Data Office (EDO) Business… more