- Unknown (Long Island City, NY)
- …track record in managing a book of HNW/UHNW clients, with deep expertise in investment management , wealth transfer, and estate and tax planning. The role ... Senior Vice President, Wealth Management Advisory About the Company...top-tier firm. A client-first, fiduciary approach that prioritizes long-term trust and transparency is essential, as is the ability… more
- Unknown (Fargo, ND)
- …opportunities, and requires a strong background in fiduciary law, trust and estate administration, and wealth management legal support. Candidates for ... and compliance framework for fiduciary administration, including trust and estate services, qualified plans, IRAs, and investment management relationships.… more
- Unknown (Eden Prairie, MN)
- …advisory consulting business valuation mergers and acquisition sec estate and trust esop wealth management business succession soc 2 technology ... About the Company Established accounting & financial consulting firm Industry Management Consulting Type Privately Held Founded 1934 Employees 201-500 Categories… more
- Unknown (Nashville, TN)
- Senior Vice President, Capital Formation About the Company Dynamic real estate development & property management firm Industry Real Estate Type Privately ... management architecture & design brokerage & leasing real estate consulting sustainability & leed practices joint ventures public/private partnerships and… more
- Unknown (New York, NY)
- …a wide range of services including estate and tax planning, trust administration, wealth transfer, business succession planning, philanthropic advisory, and ... position at the company should have a minimum of 15 years' of wealth management experience, with a proven track record of leading client relationships in the… more
- Regions Bank (Little Rock, AR)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Personal Trust , Estate , IRA and Investment ... estate planning and advice, legal, insurance, real estate , asset management , trusts, estates ,… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust... estate planning and advice, legal, insurance, real estate , asset management , trusts, estates ,… more
- JPMorgan Chase (Newark, DE)
- …of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global ... The Global Trusts & Estates Practice is an integral part of the...with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and… more
- Regions Bank (Hoover, AL)
- …+ Proficient with Microsoft Office products and programs This position is on the Wealth Management Middle Office Corporate Trust Operations team. This ... section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back...and the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate… more
- JPMorgan Chase (Summit, NJ)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking ... Trust Officer + Work with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust / estate and its beneficiaries… more
- US Bank (Seattle, WA)
- …location for the other working days Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. ... knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates , etc.). Will likely work as part of a...experience + 10 or more years of experience in Trust administration + Professional Designation is required and may… more
- Commerce Bank (Kansas City, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, ... and trust administration services. Our approach to wealth management means assembling a team of...& Abilities Required + Intermediate understanding of the investment, trust and estate planning fields + Intermediate… more
- BMO Financial Group (San Francisco, CA)
- …Minimum of 5 - 7 years of relevant experience in trust administration, estate planning, or wealth management . * Strong knowledge of fiduciary principles, ... our clients achieve their financial goals through tailored banking, wealth management , and trust solutions....is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary… more
- Robert Half Legal (Doylestown, PA)
- …the ability to build rapport with high-net-worth clients. * Knowledge of wealth management principles and trust and estate planning. * Ability to work ... supporting attorneys and wealth advisors in complex trust and estate planning matters. The role...required. * Collaborate with team members to ensure seamless management of complex trust arrangements. * Uphold… more
- First Horizon Bank (Brentwood, TN)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports;… more
- First Horizon Bank (Chattanooga, TN)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... advises customers or prospects to define customers' needs concerning trust and estate accounts. + Makes appropriate...and compliance issues and provides consultation on financial and wealth management matters. + Completes, passes and… more
- Commerce Bank (St. Louis, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, ... and trust administration services. Our approach to wealth management means assembling a team of... wealth management services, such as wealth transfer planning, taxation, estate planning and… 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 ... & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by ... tax reporting for foreign trusts. As a Trusts and Estates Tax Operations Vice President on the Tax Technical...law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041… more
- Regions Bank (Houston, TX)
- …a broad range of wealth products and services including; financial planning, asset management , personal trust and estate planning, insurance and risk ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED… more
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