Estate Officer & VP, Trusts & Estates Wealth Management
J.P. Morgan
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 product knowledge, and excellent client management skills. This role offers an opportunity to work collaboratively with a team and develop strategic relationships across various financial services. #J-18808-Ljbffr
- ...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...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...Suggested$115k - $270k
...Group, Inc. is seeking a Vice President for their Private Wealth Management team in New York. The ideal candidate will administer fiduciary... ...skills, and 3-5 years of relevant experience in trusts or estates. The role offers a competitive salary range of $115,000–$2...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
- ...global 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... ...work closely with beneficiaries, advisors, and Wealth Advisors to ensure estate services meet clients...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...
- ...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...
$100k - $150k
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...- # 1st VP, National Accounts – Private Wealth GroupHome » Job Openings » 1st VP,... ...community-focused real estate and infrastructure... ....* Initiate and manage marketing, sales, and... ...broker-dealer home offices to identify sales opportunities... ..., quickly builds trust, operates with “...16 hoursWork at officeLocal areaRemote workHome office
- ...A leading firm in wealth management is seeking an experienced Trust Officer to manage trust portfolios, ensuring compliance with international regulations. The ideal candidate will have over 8 years of experience in the trust sector, a strong understanding of finance,...Full timeRemote work
- ...excited to present an amazing opportunity in the wealth management industry. We are looking for an experienced Trust Officer to join a fantastic team. The ideal candidate... ...Investment Management and Trusts and Estates Get notified about new Trust Officer jobs in Miami...Full timeRemote work
$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...$165k - $250k
...world’s largest alternative asset manager. We seek to create positive... ...on private equity, real estate, public debt and equity, infrastructure... ...at Business Unit The Private Wealth Public Funds (PWPF) Legal... ...Blackstone Real Estate Income Trust (BREIT), an industry‑leading public...Local areaFlexible hours$115k - $199.8k
...investment banking, securities, investment management and wealth management services. The Firm's... ...governments and individuals from more than 1,200 offices in 43 countries. As a market leader,... ...in building and maintaining long-term, trust-based relationships with key internal...Temporary workWorldwide- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions... ...and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank...Day shift
- ...Due Diligence Transaction Monitoring Officer (Hybrid) We are seeking a skilled KYC & Due... ...complex account structures, including trusts and offshore entities. Review customer... ...including Healthcare, Tech, and Commercial Real Estate. ~ Ability to read and analyze...Work at office
- ...About Titan Titan is an award-winning wealth manager with a mission to increase our generation... ...person (you’ll see our founders in the office every day). Compensation: Titan offers competitive... ...exceptional client experiences: Be the trusted advisor clients turn to for financial...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...
$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$307k - $375k
...across the globe, we’ve become the most trusted way to find a relationship, for all. About... ...standards in the industry. We are looking for a VP of Trust & Safety Product to lead that... ..., develop, and grow a team of product managers across core T&S workstreams including...Work experience placementShift work$115k - $270k
...Goldman Sachs is seeking a Vice President in New York to work closely with Portfolio Managers and Private Wealth Advisors. This role requires a self-starter with a passion for financial markets and strong communication skills. The ideal candidate will have at least 10...$150k - $200k
...Real Assets platform and involves close collaboration with the private wealth sales team. The ideal candidate will have over 7 years of experience in asset management, particularly in real estate, along with strong communication skills. The expected salary range for this...- ...Hinge is seeking a VP of Product Management, Trust and Safety to lead the product strategy and roadmap focused on user safety and AI integration. You will steer a talented team while ensuring alignment across the organization. The ideal candidate has over 10 years of experience...
$115k - $270k
...Goldman Sachs Group, Inc. is looking for a Vice President in New York to work closely with Portfolio Managers and Private Wealth Advisors. The role demands a self-starter with at least 10 years of investment experience and strong analytical and communication skills. You...$200k
...Carlyle in New York is seeking a strategic professional to drive the agenda for Carlyle Global Wealth. You will analyze key performance indicators and leverage data-driven insights to guide strategy. The ideal candidate will possess 8+ years of relevant experience and...- ...TwinThread is seeking a Trust Officer in New York to manage Trusts and Estates services. The role includes analyzing trust documents, overseeing investment decisions, and developing client relationships. The ideal candidate will have a Bachelor's Degree and at least 7...
$134k - $348.5k
...Specialty/Competency: Assurance Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all....Full timeH1b- ...preventing threats across the entire digital estate and environments like AWS, Google,... ...enterprise sales leadership skills. They manage, coach, and develop a team of Enterprise... ...to serve as a visible thought leader and trusted advisor both internally and in the market...Contract workH1bRemote work
$115k - $270k
...Goldman Sachs is looking for a visionary Vice President to lead digital product design within Wealth Management. You will define and deliver world-class digital products by collaborating with cross-functional teams and mentoring junior designers. The ideal candidate has...$160k - $270k
...Goldman Sachs Group, Inc. is seeking a Vice President of AI Product Management in New York, NY. This role involves building and expanding AI... ...7+ years of experience in product management, specifically in wealth management or financial services, and possess excellent...
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