- JPMorgan Chase (New York, NY)
- … tax purposes, it is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...meet the needs of the beneficiaries + Assist the Estate Officer to maintain current information on… more
- US Tech Solutions (New York, NY)
- …perm - Hybrid Schedule: 3 days in office, 2 days WFH The Tax Officer prepares all necessary tax authority filing requirements for clients of Private Wealth ... outsourced vendor resources. In this role, you will review federal and state estate , fiduciary, individual and other tax returns. You will also provide valuable… more
- City of New York (New York, NY)
- …President of Project Finance & Development must work cross-functionally with the Trust 's Chief Project Officer , General Counsel, Head of Resident Partnerships ... not limited to: 1. In close partnership with the Trust 's Chief Project Officer , lead the project...Minimum of 10+ years of relevant experience in real estate finance or development, with a preference for experience… more
- NYS Housing Trust Fund Corporation (New York, NY)
- …a wide range of skills and backgrounds in public policy, administration, real estate , architecture, finance, law and many other areas of expertise. We seek to ... awards. RHC operates within the New York State Housing Trust Fund Corporation (HTFC) and the Homeownership and Community...dashboards. + Work with the Chief Policy and Research Officer to develop and implement research efforts + Establish… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... range including Margin Securities Backed Finance (MSBF), Commercial Real Estate (CRE) and Residential Real Estate finance...managing CRE portfolios. + At least a Senior Credit Officer designation within Citi or an equivalent organization with… more
- City National Bank (New York, NY)
- …financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship ... client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services.… more
- Morgan Stanley (New York, NY)
- …and developing advanced PM solutions and strategies for clients * Manages clients' estate , trust , retirement, and insurance objectives with the Financial Advisor ... fast-paced, evolving environment _*Reports to:*_ * Complex Business Service Officer and/or Business Service Officer Expected base pay rates for the role will be… more
- PNC (Ridgewood, NJ)
- …for developing client solutions and strategies, including lending, investment management, estate /retirement planning and trust administration. PNC Private Bank ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more