- JPMorgan Chase (New York, NY)
- Job Summary: As a Wealth Management Solutions . Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the… more
- 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)
- …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)
- …advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... Develop, retain and deepen trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing of new trust … 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
- JPMorgan Chase (Columbus, OH)
- …in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with technical ... A Business Manager on JP Morgan's Closely Held Asset Management ("CHAM") and Real Property Asset Management ...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- City National Bank (Minneapolis, MN)
- …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
- City National Bank (Jersey City, NJ)
- …of the specific domains within the financial services industry, including wealth management , securities trading, trust solutions , data management , ... **ENGINEERING HEAD OF SECURITIES AND TRUST SOLUTIONS ** **WHAT IS THE OPPORTUNITY?**...technology leadership and domain expertise in areas such as wealth management , securities solutions , data… more
- Regions Bank (Lufkin, 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
- Regions Bank (Birmingham, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Personal Trust , Estate, IRA and Investment Management client...fiduciary principles + Coordinates client service activities with other wealth management partners + Acts independently using… more
- Regions Bank (Knoxville, TN)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... most complex and sophisticated trust and investment management client relationships + Provides guidance and solutions...Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust… 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
- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions 1. Provides leadership, ... 11. Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. 12. Develops and implements marketing/business development… more
- Atria Wealth Solutions (Raleigh, NC)
- …with CUSO Financial Services, LP (CFS), Coastal Federal Credit Union is seeking a Wealth Management Operations Manager to join the Coastal Wealth ... live locally - hybrid role Your impact: As Coastal's Wealth Management Operations Manager, you'll have the...weekly check-ins with each team member to build relationship, trust , and provide the opportunity for coaching, feedback, and… 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 (Palm Beach, 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 (San Francisco, CA)
- …also be a plus. As an Executive Director, Wealth Planner within JP Morgan Wealth Management , you will need a deep understanding of tax and trusts & estate ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in… more