- JP Morgan Chase & Co. (New York, NY)
- …as CTFA or paralegal certificate, with paralegal experience in trust and estates practice preferred.J.P. Morgan Wealth Management Solutions comprises a ... Job DescriptionJ.P. Morgan Asset & Wealth Management , with client assets of...and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits.As a Trust … more
- Deloitte (New York, NY)
- …needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- Northern Trust (New York, NY)
- …trust -oriented services (eg personaltrusts, living trusts, wills, investment management ,security custody, financial consulting, estate ,and tax planning).11. ... About Northern Trust :Northern Trust , a Fortune 500 company,...Consults with clients and their attorneys onthe benefits of estate planning products/services.Analyzes property/assets, and developsalternatives (eg creation of… more
- Deloitte (New York, NY)
- …needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax ... and consulting services to individual clients and their trusts, estates , family offices, investment vehicles, charitable pursuits, and closely-held business… more
- JP Morgan Chase & Co. (New York, NY)
- …advisors (principally their attorneys and accountants) Demonstrated understanding of other wealth management disciplines, including investing and credit Ability ... Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management … more
- First Citizens Bank (New York, NY)
- …Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management , Insurance Planning, Trust & Estate ... engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high… more
- The Blackstone Group LP (New York, NY)
- …high-net worth investors. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private ... of 7 years of experience, preferably in investment banking, asset management , consulting or wealth management . Outstanding record… more
- KeyBank (New York, NY)
- …serve as the lead advisor for a large and complex UHNW family* Establishes deep trust and confidence with Family Wealth clients while to position the team as ... and external referrals for FW prospects* Has a command of the Family Wealth value proposition and family office capabilities* Responsible for revenue growth on the… more
- Prudential Financial (New York, NY)
- Job Classification:Investment Management - InvestmentsPGIM: 2025 Real Estate , Investment Analyst ProgramLocation(s): Newark, NJ (Equity & Debt); New York, NY ... fostering an inclusive workplace culture that is rooted in trust , respect, and equality. PGIM was ranked #3 in...all identities and backgrounds.With $208B in gross assets under management and administration ($131B net), PGIM Real Estate… more
- Blue Owl (New York, NY)
- …a collaborative manner to ensure delivery of the highest level of service to wealth management clients. The successful candidate will work closely with the team, ... private wealth platforms and continually develop relationships at the management , research team and advisory team levels.Understand and maintain a working… more
- Ernst & Young (New York, NY)
- …our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help ... technical understanding of current tax practices. As a Real Estate Tax Senior Manager, we will look to you...long-term value for clients, people and society and build trust in the capital markets.Enabled by data and technology,… more
- Citizens Financial Group, Inc (New York, NY)
- …clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to ... day management and administration of trust accounts, and for working with CCPW partners to...their advisors as appropriate. Educate clients and beneficiaries on estate and trust planning strategies to include… more
- Berkowitz Pollack Brant (New York, NY)
- …races, genders, sexual orientations and beliefs.Job DescriptionsAs a Tax Manager specializing in Trust and Estate Services, you will leverage your expertise to ... .Responsibilities:Conduct thorough research and provide compliance, planning, and administration of estate , gift, and trust tax returns.Lead post-mortem planning… more
- M&T Bank Corporation (New York, NY)
- …team members and external advisors to drive coordinated execution of the wealth plan.Maintain a thorough understanding of Wilmington Trust 's products and ... Overview:Works directly with President of Family Wealth , Eastern Region to serve the unique needs...Eastern Region to serve the unique needs of Wilmington Trust 's ultra-high net worth (UHNW) clientele and is responsible… more
- PWC (New York, NY)
- …Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work. Demonstrates thought leader-level abilities and/or ... leader:Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work.Possessing comprehensive technical skills with… more
- PWC (New York, NY)
- …areas:Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work. Demonstrates intimate-level abilities and/or a ... leader:Financial planning; Wealth transfer planning; and,Business succession planning or trust and estate work.Possessing comprehensive technical skills with… more
- Brown Advisory Incorporated (New York, NY)
- …10+ years of experience either (1) working in a law firm or accounting firm on estate planning, wealth management , or business and tax planning, or (2) ... expertise in various related planning topics, including tax planning, trust and estate planning, accounting, fiduciary matters,...working in an investment firm on wealth management matters for high-net-worth individuals or… 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 PlanningAbility to adapt and...in additional to furthering your own professional development in Wealth Management . What's in it for you:At… more
- City National Bank (CNB) (New York, NY)
- …Provide integrated financial services advice to these clients including: banking, credit, asset management , trust and estate planning, and brokerage. Manages ... the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate… more
- BDO USA, LLP (New York, NY)
- …structures. The Private Client Services Practice is experienced in all aspects of estate , income, gift, and trust tax consulting and compliance; charitable ... information needed to prepare tax returns Develops understanding of complex individual, trust , estate , S-Corp, foundation, partnership, and gift tax returns,… more
