- BCG Attorney Search (Los Angeles, CA)
- …prestigious law firm based in Los Angeles, CA, is actively searching for an accomplished Trust and Estates Partner who embodies both experience and a ... the firm's expansion and clientele.In this pivotal role, the Trust and Estates Partner will... estates realm.Providing expert legal counsel on intricate trust and estate matters.Overseeing a dedicated team… more
- Atticus Recruiting Inc (Chicago, IL)
- …its Chicago office. The ideal candidate will have strong technical skills in complex estate planning and estate and trust administration. Portable business ... reflecting work with a transferable client base in the amount of approximately $750,000 is preferred. The successful candidate will be collaborative, with strong, proven business development skills and an interest in taking a leadership role in expanding the… more
- Prologis (Denver, CO)
- Prologis, Inc. is the global leader in logistics real estate . In partnership with our customers and our communities, we develop modern, high-quality properties that ... We have committed to achieve net zero emissions by 2040. Beyond real estate , our Essentials platform optimizes the company's global asset portfolio to provide our… more
- Prologis (Denver, CO)
- Prologis, Inc.Prologis, Inc. is the global leader in logistics real estate . In partnership with our customers and our communities, we develop modern, high-quality ... We have committed to achieve net zero emissions by 2040. Beyond real estate , our Essentials platform optimizes the company's global asset portfolio to provide our… more
- Kasa Living (San Diego, CA)
- …issues. As our eyes and ears on the ground, you will also work with our Trust and Safety team to implement on-site security protocols and be present at the property ... daily tasks as needed Oversee preventative maintenance efforts property-wide Partner with the Kasa Procurement team to establish PAR...have a passion for the hospitality, tech, and real estate industry This role requires regular access to a… more
- Mercer Global Advisors Inc. (San Francisco, CA)
- …connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate , insurance, trust , and more. Today, we proudly serve over 25,000 ... and Branch Managers to build strong relationships Fostering positive channel partner relationships as ambassador of Mercer Advisors Growing and cultivating an… more
- Equityresidential (Seattle, WA)
- …/ YearAbout UsWorking for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT), means living our purpose: creating communities ... you won't be treated as simply another employee - you will be considered a partner in our shared success. As such, we are committed to investing in your personal… more
- Mercer Advisors Inc (San Francisco, CA)
- …connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate , insurance, trust , and more. Today, we proudly serve over 25,000 ... and Branch Managers to build strong relationshipsFostering positive channel partner relationships as ambassador of Mercer AdvisorsGrowing and cultivating an… more
- CBIZ (Boston, MA)
- …leading technical expertise in individual taxation with a strong working knowledge of trust , estate and gift taxation. An ability to effectively present ... and financial services. We are currently seeking an experienced Tax Managing Director ( Partner ) who will have the opportunity to co-lead our fast-growing High Net… more
- Renewable Energy Systems (Denver, CO)
- …and de-risk projects, including title insurance, permitting experts, real estate /land agents, interconnection engineers, surveyors, etc.Due diligence on projects to ... required approvals in a timely manner when necessary.Manages and develops partner relationships, both internally and externally to include joint development… more
- JPMorgan Chase (Columbus, OH)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- Citigroup (DE)
- …account activity. + Communicate effectively with the client and/or the client's attorney on all trust and estate matters + Partner with the Private Banking ... **Assistant Trust Officer** Partner with and provide...to administer their trusts and achieve the client's specific trust and estate planning objectives. **Job Requirements**… more
- Commerce Bank (Kansas City, MO)
- …regulations and resides within the 1st line of defense. The Risk Monitoring Analyst - Trust will partner with CBI Risk Management team members and leadership to ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- JPMorgan Chase (New York, NY)
- …is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the ... Business + Assist the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust...team discussions and strategy around structuring, pricing and closing trust and estate services including: estates… more
- CIBC (San Francisco, CA)
- …aspects of an assigned book of trust accounts. Along with the Senior Trust Advisor, the Administrator will partner with front office teams and provide ... of trust account and beneficiary information in trust accounting system. + Partner with Relationship...**Who you are** + 2-3+ years of experience in estate and trust administration, preferably at a… more
- JPMorgan Chase (Newark, DE)
- …the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & ... The Global Trusts & Estates Practice is an integral part of the...develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust … more
- JPMorgan Chase (Miami, FL)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most capable people,...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… more
- Edward Jones (Tempe, AZ)
- …the Senior Planner and Financial Advisor to uncover, understand, and articulate client estate and legacy goals. + Partner with various internal stakeholders and ... implement wealth management Advice, Planning, Products, and Services (APPS). We partner with WMAS stakeholders to deliver formalized, advanced, and personalized… more
- IBM (San Jose, CA)
- …to identify outliers, opportunities, and garner insights over the delivery of real estate services. PROGRAM MANAGEMENT + Partner with clients to collect and ... Your Role and Responsibilities This position is responsible for managing the real estate strategy and performance for the assigned portfolio in alignment with IBM's… more
- Amazon (Herndon, VA)
- Description Program Manager - Data Center Real Estate Join an innovative and growing team at the forefront of the cloud computing industry. We are seeking an ... exceptional and self-driven individual to lead strategic real estate initiatives that support the expansion of Amazon Web...This role requires occasional travel to project sites and partner locations. If you are excited by the opportunity… more
