- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions , Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorgan Chase… more
- JPMorgan Chase (New York, NY)
- … management for a top bank. **Job Summary:** As an Estate Professional within our Wealth Management Solutions , Trust & Estates team, you will have ... and proprietary software quickly **Preferred qualifications, capabilities and skills:** * Prior wealth management and trust or estate management… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Wealth Management Client Solutions Trust Administrator - Private Wealth ... + May review accounts for potential transition from Private Wealth Management to Client Solutions .... to Client Solutions . + Ensures appropriate management of trust account assets, with an… more
- JPMorgan Chase (Rochester, NY)
- …certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... JP Morgan Asset & Wealth Management , with client assets of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- JPMorgan Chase (Rochester, NY)
- …great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions , you will be responsible for overseeing the administration ... counsel to resolve tax issues and partner with Wealth Advisors for new trust business. This...quarterly basis + Assist in training and developing their Trust Administrative Officers and Professionals, including performance management… more
- JPMorgan Chase (Miami, FL)
- …or a law firm + Solid Client Relationship Management experience JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with...trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing… more
- JPMorgan Chase (Fort Worth, TX)
- …Qualifications** + Advanced degree such as JD or MBA + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor ... **Mineral Asset Management ** ("Oil & Gas") is a specialized team...practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and… more
- JPMorgan Chase (Houston, TX)
- …a leader in this space. This includes working on regular and ongoing sales management initiatives, and making sure Trust Officers are pursuing all appropriate ... corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most...The successful candidate will work closely with the Fiduciary Management team on a National basis. **Job Summary:** As… 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
- Regions Bank (Tyler, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... & grow the client relationship + Provides guidance and solutions for the development and on-going maintenance of complex...Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust… more
- JPMorgan Chase (Columbus, OH)
- JPMorgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... major market throughout the world. The division offers investment management across all major asset classes including equities, fixed...corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most… more
- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... ongoing talent development for regional fiduciary team. + Provides management and guidance through effective communication related to carrying...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- Regions Bank (Hoover, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Wealth Management Client Solutions Team Leader provides advice, coaching ... of associates who are responsible for advising and administering Wealth Management accounts, serving as a subject...projects. **Primary Responsibilities** + Leads a team within Client Solutions consisting of one or more of the following:… more
- JPMorgan Chase (San Francisco, CA)
- …each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions , and delivers a high level of ... the prospect's financial needs and objectives, and recommend appropriate wealth management solutions . The team...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver trust… more
- Bank of America (Leawood, KS)
- Wealth Management Specialist - NR Leawood, Kansas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more
- JPMorgan Chase (Los Angeles, CA)
- …66 (or 63 & 65) required + Active Life & Health insurance license JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals ... and Chase Wealth Management . The Wealth Management Insurance and Retirement Solutions...relationships with advisors to increase adoption of life insurance solutions with their clients - ensuring trust … more
- JPMorgan Chase (Boca Raton, FL)
- The Private Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) ... a JP Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management . As a Vice President, Private Wealth Planner within… more
- JPMorgan Chase (Los Angeles, CA)
- …also be a plus. As an Executive Director, Wealth Planner within JP Morgan Wealth Management , you will need an understanding of tax and trusts & estate laws ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...USWM field in the areas of financial, tax and trust & estate planning strategies as well as in… more
- Bank of America (San Francisco, CA)
- … Investment Management Specialist San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial… 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