- 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
- Grant Thornton (Iselin, NJ)
- …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
- WTW (Short Hills, NJ)
- …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
- 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
- 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
- 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
- Bank of America (Florham Park, NJ)
- …practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + performing a legal, risk or fiduciary line of business function, ... understanding of Delaware directed trusts preferred + Experience working with trust officers/fiduciary specialists and making fiduciary related risk -reward… more
- Wells Fargo (New York, NY)
- …role:** Wells Fargo is seeking a Lead CIB Portfolio Manager in the REIT (Real Estate Investment Trust ) Finance Group as part of the Corporate & Investment ... banking products and services to public and private Real Estate Investment Trust (REITs), sponsors, and other...Manager(s), lead the credit approval process with Wholesale Credit Risk and Senior Management . + Build strong… 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
- 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
- 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
- Microsoft Corporation (New York, NY)
- …for our customers in a world awash in digital threats, regulatory scrutiny, and estate complexity. Microsoft Security aspires to make the world a safer place for ... well as ensuring the security of our own internal estate . Our culture is centered on embracing a growth...lead all parties involved in security incidents, make key risk decisions, and inform executive leadership in an overall… more
- Citigroup (New York, NY)
- …administrative duties in conjunction with the team, including financial, staffing, quality, risk and regulatory matters + Execute vendor management activities, ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...of financial concepts + Problem solving attitude + A Risk and Control mindset + Project management … more
- Deloitte (Morristown, NJ)
- …using Microsoft Purview, including Information Barriers, Information Protection, and Insider Risk Management . + Performing technical health checks for Purview ... at the front lines with our clients, supporting them with their Cyber Risk needs, specifically helping them address data governance and compliance challenges using… more
- CBRE (New York, NY)
- …ID 210510 Posted 10-Mar-2025 Role type Full-time Areas of Interest Facilities Management , Project Management , Transaction Management Location(s) Atlanta - ... but are not limited, to the following: P&L, Contract Management and Governance: * Accountable for financial performance of...strong trusted advisor status with clients. Engenders feelings of trust as an initial impression. History of looking for… more