Trust Settlement VP - Wealth Management
$100k - $150kJPMorgan Chase
JPMorgan Chase is seeking a Settlement Officer VP in New York, NY, to oversee the administration of trusts and their settlements. This role requires 7+ years of trust administration experience and a bachelor's degree, with a focus on client engagement and legal compliance. The ideal candidate will collaborate with internal partners and external parties to resolve issues and enhance trust services. A competitive salary of $100,000.00 - $150,000.00 per year, alongside a comprehensive benefits package, will be offered. #J-18808-Ljbffr JPMorgan Chase
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in... ...brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a Settlement Officer VP in Wealth Management Solutions, Trust &...Suggested
- A leading global financial services firm seeks a Settlement Officer VP in New York. The role involves overseeing trust administration and client interactions, ensuring compliance with legal and fiduciary standards. Candidates must have over 7 years of experience in trust...Suggested
- A leading global financial institution is seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust settlements, engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates...Suggested
$115k - $270k
...Sachs Group, Inc. is seeking a Vice President for their Private Wealth Management team in New York. The ideal candidate will administer... ...communication skills, and 3-5 years of relevant experience in trusts or estates. The role offers a competitive salary range of $11...Suggested- A leading financial institution in New York is seeking a Wealth Management Solutions, Trust & Estates Estate Officer - VP. Responsible for overseeing estates administration and investment decisions while collaborating with various stakeholders to ensure fiduciary duties...Suggested
$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze Wills and trust documents...- ...financial institution is looking for an Estate Officer (VP) in New York City to oversee estate administration and manage trust documentation. This role requires deep technical... ...work closely with beneficiaries, advisors, and Wealth Advisors to ensure estate services meet clients'...
- Job summary As a Wealth Management Solutions, Trust & Estates - Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze Wills and trust documents...
- A leading financial services firm in New York is seeking a VP Estate Officer to oversee trust and estate administration, analyze legal documents, and manage client relationships. The ideal candidate will have at least 7 years of experience in Trust and Estates, strong fiduciary...
- Bring your Expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping... ...status quo and striving to be best-in-class. As a Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics team, you will...Full time
$250k
...are currently looking for a Vice President to join our Asset & Wealth Management team within our Financial Services Group in New York, NY.The... ...sectors, on a global basis. We are industry experts and trusted advisors to our clients, helping them asses their strategic alternatives...- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions,... ...products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan...Day shift
$175.84k - $263.76k
...The Lead Counsel, Wealth Capital Markets is a senior level position responsible for providing... ...by proactive engagement and active management of legal issues, escalating novel... ...skills and ability to build and maintain trusted relationships Excellent interpersonal, organizational...Full time$115k - $270k
...York is seeking a Co-Head of Estates Services as a Vice President. The role requires overseeing estate settlement activities, providing senior-level guidance, and managing complex estates. Candidates should have 10-15 years of experience in estate administration and...$225k - $275k
...is the world’s largest alternative asset manager. We seek to create positive economic impact... ...Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group,... ...matters for Blackstone Real Estate Income Trust (BREIT), an industry leading public, non-...Local areaFlexible hours- ...BNY Mellon is searching for a Senior Vice President, POM Product Manager to join our Wealth Services Platform team in Jersey City, NJ. This role requires at least 7 years of experience in product development for financial services, along with a Bachelor's degree and strong...
- BNY Mellon is looking for a Vice President, Executive Programs and Wealth Events Manager in New York. This strategic position involves leading the planning and execution of impactful executive programs and events. Responsibilities include managing significant internal and...
- ...Vice President In Wealth Management Planning & Analysis This is a great opportunity to manage strategic financial reporting & advise leaders... ...~ Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis...Full timeWork experience placementLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...Job Description Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze...
$175k - $250k
...What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is... ...Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for...Flexible hours- ...About Titan Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do... ...guidance. Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy...Work at office
- ...TwinThread, located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates...
- A leading global financial services firm is seeking a Vice President in Wealth Management Product Development. This role focuses on product management and requires expertise across all asset classes, including developing and managing fee-based advisory products. The ideal...
- ...TwinThread is seeking a Vice President for Wealth Management Credit Forecasting located in Kentucky. In this role, you will manage a team, lead credit forecasts, and collaborate with various internal stakeholders. Ideal candidates will have 5+ years in Risk Management,...
- ...Wealth Management, VP Product Development JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset... ...a plus. The role also requires the ability to build trusted relationships with key stakeholders and influence effectively...
- ...Vice President Field Performance And Incentive Strategy 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...Remote work
$141k - $338k
...Vice President for their Business Unit in New York, New York. The role involves managing client relationships, preparing for client meetings, and analyzing market trends to support private wealth management. Candidates should have a bachelor's degree in relevant fields and...- ...overseeing all aspects of fund operations for the Six Circles Trust, which comprises 10 funds managed within the J.P. Morgan Private Bank. Governed by the... ...fund operations, fund administration, and/or asset or wealth management platforms. ~ Strong knowledge of managed...Work experience placement
- ...Citi is looking for a Vice President to join our Wealth Management Technology team in Jersey City, NJ. The ideal candidate will manage core client and account operational data platforms, ensuring data accuracy and resiliency across all systems. Candidates must have 6+...Full time
- ...BNY Mellon is seeking a Vice President, POM Product Management to join the Wealth Services Platform team in Jersey City, NJ. This role will own and prioritize the product backlog for Wealth Data products, ensuring alignment with business goals. The ideal candidate will...
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