- Bank of America Corporation (Paramus, NJ)
- …in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Charles Schwab (Paramus, NJ)
- …are procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their ... includes:Retirement Planning Education Planning Investment Management Banking and Lending Management Insurance and Risk Management Estate Planning If… more
- Charles Schwab (Paramus, NJ)
- …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 . At Schwab, we're committed to… more
- 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 ... Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management … more
- JP Morgan Chase & Co. (New York, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management … 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
- Bank of America Corporation (New York, NY)
- …a member of the team to deliver the full suite of wealth management services. The strategist answers client's estate and financial planning questions by ... range of wealth planning topics such as trust and estate planning, income and ...match them with a suitable advisor team to deliver wealth management solutions Complements the company annual… more
- US Bank (New York, NY)
- …PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, ... Bank is strong and stable, and committed to our clients and employees.At Private Wealth Management , we are uniquely positioned for growth and are making… more
- KeyBank (New York, NY)
- …appropriate solutions via consultative review and proactive contact* Establish a level of trust and confidence with Family Wealth clients while navigating into ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...with current client data, call summaries, etc.* Accountable for management of book of business in Salesforce (house holding,… 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
- Ernst & Young (New York, NY)
- …new entrants across Banking and Capital Markets, Wealth and Asset Management , Insurance, and Real Estate , Hospitality and Construction. Our purpose is ... and tax compliance.Your key responsibilitiesAs a senior in our Wealth & Asset Management practice, you will...long-term value for clients, people and society and build trust in the capital markets. Enabled by data and… more
- Deutsche Bank (New York, NY)
- Job Description:Job Title Wealth Management Tax Advisory ManagerCorporate Title Vice PresidentLocation New York, NYOverviewThe Wealth Management (WM) Tax ... Advisory Manager is responsible for the management and oversight of Deutsche Bank WM's fiduciary, custody,...an external tax preparation accounting firmReview, analyze, and interpret trust documents and wills and be knowledgeable about tax… 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
- 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
- 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
- PWC (New York, NY)
- Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryA career in our Financial Services Tax ... national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in… more
- Ernst & Young (New York, NY)
- …Diligence - SeniorEY is a leader in serving the global real estate , hospitality, and digital infrastructure companies. We work with REITs, leading private ... equity firms, sovereign wealth funds, and operators involved in acquisitions or divestitures....stage of growth.The opportunity As a Transaction Diligence Real Estate Senior, you'll be involved in the heart of… more
- USAmeriBancorp (White Plains, NY)
- …income tax returns, preparation of accounting and distribution of assets.Partner with Valley Wealth Management (VWM) advisors for Investment management and ... Job OverviewThe Trust - Estate Officer will be responsible for...attorneys, accountants, and other interested parties; collection, valuation of estate assets; management of assets; coordination of… more
