VP, Private Wealth & Estate Planning
Goldman Sachs Group, Inc.
A leading global financial services firm is seeking a Vice President in Albany, NY, focusing on estate and trust planning. Candidates should have a Bachelor's and Law Degree, and 5+ years of experience in estate planning. Responsibilities include interpreting complex wills, managing the contracting process, and collaborating with client advisors. Applicants must demonstrate strong communication skills and attention to detail. Competitive salary range is $80,000 - $250,000, with potential bonus eligibility. #J-18808-Ljbffr
$80k - $250k
...with top fiduciary, tax and wealth management professionals, and... ...businesses provide financial planning, investment management, banking... ...benefit planning. The Estate Settlement Services (“ESS”) team... ...WHERE YOU WILL MAKE IMPACT Our Private Wealth Management business...PrivateFull timeWork at office- ...Trusts And Estates Vice President Bring your expertise to JPMorganChase. As part of Risk... ...a Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics... ...Trusts and Estates business within the Global Private Bank. You partner with the Business and...Private
$80k - $250k
...Estate Settlement Services Advisor Are you a legal expert with a profound understanding... ..., actionable strategies? Goldman Sachs Wealth Management is seeking a highly skilled... ...management businesses provide financial planning, investment management, banking, and comprehensive...Suggested$55k - $75k
...The Bill Pay team within the Private Family Office provides accounting... ...is required. OUR IMPACT Wealth Management Across Wealth Management... ...businesses provide financial planning, investment management,... ...tax preparation and planning, estate planning and wealth transfer,...PrivateFull timeTemporary workPart timeWork at office$55k - $75k
...The Bill Pay team within the Private Family Office provides accounting... ...advisors is required. Wealth Management Across Wealth Management... ...businesses provide financial planning, investment management,... ...preparation and planning, estate planning and wealth transfer,...PrivateFull timeTemporary workPart timeWork at office$60k - $100k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Accounting and Bill... ...businesses provide financial planning, investment management, banking and comprehensive... ...beyond, which may include tax and estate planning, philanthropic planning and...PrivateFull timeTemporary workPart timeWork at office- ...Wealth Management, Lending Policy & Guideline Manager As a Lending Policy & Guideline... ...communication with other functional teams across the Private Bank. Act as a primary point of... ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement,...Private
- ...models, business case development, roadmap planning and execution. As a Global Product... ...required ~7+ years of experience in asset/wealth management, alternatives, product... ...CFA, CAIA) preferred Experience with private markets, hedge funds, real assets, or other...PrivateDay shift
$60k - $100k
...A leading global investment firm in Albany is seeking an Associate in Wealth Management to support their private client accounting and payment services for ultra-high-net-worth families. The ideal candidate will have a strong background in accounting, at least 3 years...Private- ...clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients...
- ...Establish and run governance and execution cadence (planning, delivery milestones, dependency management,... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides...Private
- ...opportunities About the Division Asset & Wealth Management (AWM) offers students an... ...mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies... ...Management: Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth...PrivateApprenticeshipSummer workSummer internship
$64.38k
J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY Job Information Job Identification 210635760 Job Category Advisors Business... ...Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...Full time- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...
- ...edge portfolio construction and retirement planning tools that empower advisors with... ...decision-making across mutual funds, ETFs, private alternatives, retail SMAs, models, and retirement... ...Industry depth: Asset Management or Wealth Management; competitive product messaging...Private
- ...Wealth Management, Lending Product Owner As a Lending Product Owner in Wealth Management... ...Lead agile ceremonies such as sprint planning, daily stand-ups, and retrospectives.... ...industry-leading investment management and private banking solutions. Asset Management provides...Private
$128k - $268k
## Senior Director of Family Wealth ConsultingApplylocations: Albany... ...and business transition planning solutions, including our advice... ...value building, tax, trust & estate planning, business growth,, tax... ...relationships for Key Private Bank’s most affluent clients...PrivateWork at officeLocal areaFlexible hours$103.6k - $189.7k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... ...structuring, tax minimization planning, on-call advice, and tax compliance. Your...PrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... ...structuring, tax minimization planning, on‑call advice, and tax compliance. Your...PrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... ...structuring, tax minimization planning, on-call advice, and tax compliance....PrivateSummer holidayWork at officeLocal areaFlexible hours$62.4k
KeyCorp in Albany seeks a Private Client Advisor to focus on the Mass Affluent client base by providing investment solutions and financial planning. You will establish partnerships with Retail Branch Managers and maintain strong working relationships with all partners to...- TwinThread is looking for a Private Client Advisor in Albany, NY. The successful candidate will provide comprehensive financial planning and advice, focusing on building and maintaining relationships with clients. Required qualifications include at least 2 years of experience...
- ...opportunities About the division Asset & Wealth Management (AWM) offers students an... ...including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies... .... Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth...PrivateFull timeApprenticeshipSummer workSummer internshipWork at office
- A leading financial institution is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This role involves building strong client relationships, delivering personalized investment solutions, and educating clients on banking technology....
$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... ...structuring, tax minimization planning, on‑call advice, and tax compliance. Your...PrivateSummer holidayWork at officeLocal areaFlexible hours$90 - $120 per hour
...Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services... ...company clients, handling complex tax planning and compliance projects. Opportunity... ...trust income tax. Understanding of estate and wealth planning. Research and develop effective...PrivateHourly paySeasonal workRemote work$80k - $250k
...Asset & Wealth Management, Head of Annuity Sales, Vice President - Albany Albany, New York, United States Job Description ABOUT THIS... ...client‑centric annuity solutions to address clients’ financial planning requirements. In this role, you will collaborate with senior leaders...Full timeTemporary workPart timeWork at office- ...Goldman Sachs Bank AG seeks a dynamic leader for the Head of Wealth Strategies Group in Albany, NY. This role demands exceptional leadership... ...high-net-worth clients. You will be responsible for business planning, team development, and strategic initiatives across the firm....
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private... ...individual tax returns, income tax planning for high‑net‑worth individuals and... ...income tax A thorough understanding of estate and wealth planning Experience researching tax issues...PrivateHourly paySeasonal workRemote workFlexible hours- ...regulatory engagements, (d) market risk emanating from Global Private Bank (GPB) and JPMorgan Wealth Management activities including trade facilitation and... .... ~ Results driven and experienced with project planning and management. ~ Undergraduate degree required,...PrivateWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Private Wealth & Estate Planning. Be the first to apply!
- vice president of application development Albany, NY
- vice president digital media Albany, NY
- vice president internal communications Albany, NY
- vice president data analytics Albany, NY
- vp internal audit Albany, NY
- vice president corporate communications Albany, NY
- vice president of product strategy Albany, NY
- vice president of retail Albany, NY
- vice president shared services Albany, NY
- vice president development Albany, NY

