Estate Settlement Specialist, Wealth Management
Goldman Sachs (lateral)
Goldman Sachs GSTC, based in New York, seeks an Estate Associate to support estate settlement administration, coordinate accounts, and manage daily asset maintenance. You will collaborate with estate and trust officers and fiduciary experts to ensure timely information flow and execution. In this role you will service estates, monitor deadlines, and liaise with PWAs, tax advisors, and external counsel to uphold regulatory requirements while delivering exceptional client service in a prestigious #J-18808-Ljbffr Goldman Sachs (lateral)
- ...Goldman Sachs Trust Company in New York invites an Estate Associate to support estate settlement administration, account coordination, and asset management. You will liaise with PWAs, fiduciary professionals, and clients, ensuring timely tax filings and distributions....Suggested
- ...Company (GSTC) in New York City seeks an Estate Associate to support estate settlement administration, coordinating with... ...and trust officers and fiduciary specialists to ensure precise, timely processing of accounts. You will manage estate accounts, meet deadlines, and...Suggested
- ...Base Salary Min: 59000Base Salary Max: 120000We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York, NY.In this role, you’ll make an impact in the following ways:Assist...SuggestedFull timeFlexible hours
- ...Bernstein Administrative Assistants support Wealth Advisors within Bernstein Private Wealth Management, partnering with senior investment professionals to serve a broad client base. You will help prepare presentations, manage calendars, and coordinate meetings with attentive...Suggested
- ...sales professional to join the Alternative Investments Specialist organization supporting the Private Wealth channel. The role is primarily responsible for the... ...and coaching activity for the Private Wealth Management (PWM) Alts Specialist team. Supervise and mentor...SuggestedWork at officeLocal areaHome officeFlexible hoursShift workDay shift2 days per week3 days per week
$150k - $200k
...A leading investment firm is seeking a Clearing Associate to manage trade clearance and settlement of U.S. Treasury transactions. The ideal candidate will have 3-6 years of experience in fixed income operations and a thorough understanding of FICC processes. Responsibilities...Full time- Farther is building the future of wealth management, and the Advisor Lead Generation Specialist will own the top of the advisor pipeline. You will identify, engage, and qualify prospective clients across multi-channel campaigns, then connect them with our wealth advisors...
- ...Meirowitz & Wasserberg, LLP is seeking a Settlement Coordinator to join our Finance team. You will expertly handle settlements with complex... .... You will collaborate with the firm’s financial institutions, manage case lines of credit, and verify invoices, reimbursements, and...
$75k - $125k
POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals...Temporary workWork experience placementLocal areaWork visa$175k - $225k
...for an experienced Investment Banking Associate to join our Financial Institutions Group (FIG) in Insurance and / or Asset & Wealth Management coverage.What will you do?Provide comprehensive financial analysis and advisory support on transaction execution, new business...Full timeFlexible hours- ...Global Advisers, LLC seeks a Wealth Management Associate in New York City, NY (Wall Street) to support client relationships across investment management and comprehensive financial planning. You will collaborate with advisors to prepare portfolio reviews, financial analyses...
- ...specific skills while closely collaborating with senior professionals and clients. As a participant, you will receive growth tools, encounter new opportunities and challenges, and build your professional network across the firm, with exposure to Wealth #J-18808-LjbffrFull time
- ...Job Description - Wealth Management Associate - NY, New York (4055) (220000G1) Wealth Management Associate - NY, New York (4055) ( 220000G1 ) Primary Location UNITED STATES-NY-New York Organization Equitable Advisors is dedicated to making a positive impact in the lives...Work experience placementWork at officeLocal areaFlexible hours
- ...Equitable Advisors seeks a Wealth Management Associate in NY to build client relationships, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes in-office collaboration, licensing through FINRA sponsorship, and a structured...Work at office
- ...DESCRIPTION Join a leading Big 4 public accounting firm's Asset & Wealth Management (AWM) practice for the upcoming audit busy season. This role... ...equity funds, mutual funds, venture capital funds, and real estate investment vehicles. The ideal candidate comes from the big 4...Contract work1 day per week
- ...exposure and meaningful impact.As a Quant Analytics Senior Associate – Business Intelligence at JPMorganChase within Asset and Wealth Management, you will support the Global Liquidity and North America Institutional Sales teams with performance insights and strategic...
- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking...Full timeWork experience placementWork at officeLocal areaFlexible hours
$75k - $125k
...Wealth Management AssociateWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with...Temporary workWork experience placementLocal areaWork visa$115k - $125k
...Owl Investment SolutionsBlue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $319 billion in... ...Management Associate (RMA) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl...Permanent employmentWork at officeMonday to Friday- ...Goldman Sachs in New York, NY is seeking a Technical Project Manager-Associate to lead high-risk, complex technology initiatives across multiple divisions within Asset & Wealth Management. You will guide projects from initiation through delivery, align business requirements...
- ...Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities... ...transitions from diverse professional backgrounds including: Real Estate Professionals , skilled in client engagement, negotiation,...Shift work
$24k
...Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to...Full timeTemporary workLocal areaRemote work- ...At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day—guiding families through life’s milestones, safeguarding legacies, and unlocking opportunities for long-term growth. Their deep expertise and unwavering commitment...
- ...Senior KDB+ Specialist - Equities Technology - Senior Vice PresidentWorking at Citi is far... ...margining. We are re?engineering our technology estate to achieve world?leading performance and... ...to platforms enabling efficient data management, sophisticated analytics generation, and...
$100k - $160k
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and sustainability. Clients access...Full timeTemporary workPart time$100k - $160k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary investing area within Goldman Sachs, bringing together traditional and alternative investment capabilities to help clients pursue their long-term goals. Acting as a fiduciary, the business invests...Full timeTemporary workPart timeWork experience placement$65.6k - $92.68k
...Lead Associate - Wealth Management / Premier Brokerage### Lead Associate - Wealth Management / Premier BrokerageApply: Remote - Nationwide: Nationwide Remote: Full time: Posted Today: End Date: November 14, 2026 (16 days left to apply): R.0063234Our vision for the future...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$105.46k - $168.73k
...our clients and each other. “I can succeed as an Internal Wealth Specialists at Capital Group.” As one of our Internal Wealth Specialists... ...sales calls with advisors and work closely with the Wealth Management Consultant (external wholesaler) to drive sales in the...Full timeTemporary workWork at officeLocal areaFlexible hours- ...We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: Assist Portfolio Managers in managing complex...Full time
- Farther Finance, LLC is looking for a results-driven sales professional to join our growing outreach team in the United States. You will run high-volume outbound campaigns by phone, email, and SMS, qualify inbound leads, and keep the pipeline moving toward quarterly targets...
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