- JPMorgan Chase (New York, NY)
- **Job Summary:** As an Estate Professional within our Wealth Management Solutions , Trust & Estates team, you will have the opportunity to support and ... and proprietary software quickly **Preferred qualifications, capabilities and skills:** * Prior wealth management and trust or estate management… more
- JPMorgan Chase (New York, NY)
- …* Develop, retain and deepen client relationships New Business *You will Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus. * You… more
- City National Bank (Jersey City, NJ)
- …of the specific domains within the financial services industry, including wealth management , securities trading, trust solutions , data management , ... **TECHNOLOGY & WEALTH MANAGEMENT (WM) OPERATIONS LEADER** **WHAT...**Technology Expertise:** Proficiency in relevant technology domains, including apps management , cloud technologies, data engineering, analytics, fintech solutions… more
- JPMorgan Chase (New York, NY)
- …with paralegal experience in trust and estates practice preferred. JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... and obtaining necessary documents for the Settlements group Client Relationship Management * Trust Administrative Officers must actively participate in… 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...consistency in global program design and execution across our wealth management activities. This individual acts as… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Bank of America (New York, NY)
- …goals, and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by ... of the team to deliver the full suite of wealth management services. The strategist answers client's...Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and… more
- Bank of America (Paramus, NJ)
- …planning services to address their high- and ultra-high net worth clients' trust , estate/ wealth transfer, and financial planning needs. Key responsibilities ... Analysts to gather information, run analyses, and develop planning solutions based on these analyses + Develops holistic, integrated...Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and… more
- Truist (New York, NY)
- …and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal ... and through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at...* 8 or more years of sales and client management experience in Wealth Management … more
- Deloitte (New York, NY)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more
- CIBC (New York, NY)
- …accounting firm + Banking industry experience and exposure to the Wealth Management function a plus + Knowledge of trust and fiduciary business activities ... CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Audit Senior - Wealth Management is responsible for: 1) the...self to work, and you live our values - trust , teamwork, and accountability. At CIBC, our people are… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... values of our employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while ensuring performance objectives… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc.,… more
- M&T Bank (New York, NY)
- …High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service Value Proposition. Partners and ... communicates with key stakeholders within the Wealth Management operating model to ensure clients...to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes… more
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services industry * Demonstrated understanding of wealth management including, but not limited to: credit, deposits, ... complex investment products * Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local ... York **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the… more
- Equitable (Woodbridge, NJ)
- Wealth Management Advisor - NJ, Edison...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in… more
- CIBC (New York, NY)
- …**be doing** As a Talent Acquisition Partner, you'll support our Private Wealth business by developing sourcing plans and actively recruiting best-in-class talent to ... with hiring managers and leaders, proactively addressing issues to find solutions , and influencing stakeholders to drive hiring goals. **How** **you'll** **succeed**… more
- Morgan Stanley (New York, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Trust & Estate Specialist ... Morgan Stanley's Private Wealth Management (PWM) Division focuses on...interpersonal skills - Ability to connect and readily build trust with clients * Time management -… more
- Bank of America (Paramus, NJ)
- …responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more