VP Trust Administrator - Wealth Management Fiduciary
JPMorganChase
JPMorganChase is seeking a Trust Administrator in the Global Trusts & Estates Practice. You will support account setup, beneficiary communications, and day-to-day administration while managing risk and client relationships. This role offers exposure to fiduciary products, tax considerations, and a path to professional development within a historic financial institution. Under supervision of the Trust Officer, you will ensure proper records, coordinate with legal and tax teams, and contribute to #J-18808-Ljbffr JPMorganChase
- JPMorgan Chase & Co. is seeking a Trust Administrator in New York to support the Global Trusts & Estates... ...administration under the Trust Officer, helping manage risk and client relationships. The role emphasizes expertise in fiduciary products, tax and legal concepts, plus...Suggested
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion... ...banking services including trusts and estates, loans, mortgages and deposits.As a Trust Administrator within the Global Trusts &... ...in serving as a corporate fiduciary for families.Job Responsibilities...Suggested
- ...financial services firm is seeking a Settlement Officer VP to oversee trust administration within Wealth Management Solutions. The role involves managing settlements,... ...and legal entities, and ensuring compliance with fiduciary regulations. Candidates should have over 7 years...Suggested
- ...Vice President, Trust Administrator About the Company Diverse financial services firm &... ...Financial Services Finance Banking Wealth Management Banking & Mortgages Asset... ...degree, and a strong understanding of fiduciary products and concepts, including...Suggested
- J.P. Morgan Asset & Wealth Management, with client assets of... ...banking services including trusts and estates, loans,... ...a Settlement Officer VP in Wealth Management... ...you will oversee the administration of the trust. You... ...tax issues, including fiduciary income taxation, estate...Suggested
- ...sophisticated investment management, capital markets, trusts & estates, and banking capabilities... ...serving as a corporate fiduciary for families, it is... ...of Trust Officers, Trust Administrators and Trust Professionals... ...VeteransJ.P. Morgan Asset & Wealth Management delivers...
- ...financial institution is seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust... ...engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates will have over 7 years...
$165k - $250k
...is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns... ...Instagram. Business Unit: The Private Wealth Public Funds (PWPF) Legal group,... ...matters for Blackstone Real Estate Income Trust (BREIT), an industry leading public, non-...Full timeLocal area$164k - $200k
What We Offer Join Macquarie Asset Management's first-line Risk team as a Vice President supporting our Alternatives-to-Wealth (A2W), Wealth Solutions, and Investment Solutions... ...Management is a leading global asset manager, trusted by institutions, individuals and...Temporary workWork from homeFlexible hours$100k - $170k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary investing area within Goldman Sachs, bringing together traditional and alternative... ...clients pursue their long-term goals. Acting as a fiduciary, the business invests on behalf of a broad range of clients...Full timeTemporary workPart time$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 widely recognized... ...advising clients and being regarded as a trusted advisor, not only with financial decisions but for...Full timeFlexible hours- ...firm’s enterprise-wide compliance risk management program. As an independent control function... ...AND QUALIFICATIONS Private Wealth Management (“PWM”) Compliance is responsible... ...wealth management, private banking, or fiduciary businesses), or, if holding a Masters, PhD...Work experience placementWork at office
- The Fund Administration Team is responsible for 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... ..., and/or asset or wealth management platforms.Strong knowledge...Work experience placement
- This is a great opportunity to manage strategic financial reporting & advise leaders on... ...and efficiencies.As a Vice President in Wealth Management Planning & Analysis, you will... ...player with the ability to be respected as a trusted partner for the Business, Finance, and...Full timeWork experience placementLocal areaImmediate startRelocationVisa sponsorshipRelocation package
$110k - $190k
...join our Strategy & Initiatives team as a Vice President in Wealth Management Finance. The Wealth Management Finance Strategy & Initiatives... ...processes, reporting, data, and business drivers to serve as a trusted subject matter expert.-Opportunity Assessment: Evaluate new...Temporary work1 day per week- Wealth Management, VP Product Development DescriptionJPMorgan Asset & Wealth Management delivers industry-leading investment management solutions... ...a plus. The role also requires the ability to build trusted relationships with key stakeholders and influence effectively...
- The Client Specialist is a sophisticated wealth expert who focuses on creating new... ...individual has extensive experience in wealth management and effectively introduces appropriate... ...Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors...
- ...Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner... ...and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income...Work at office
$200k - $250k
...is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns... ...), and Instagram. Blackstone Private Wealth was built to capture the significant and... ...engagement skills. They will act as a trusted advisor to financial intermediaries and institutional...Full timeWork at officeLocal area$200k - $250k
...culture? Start your Voyage -Apply NowProfile SummaryThe VP, Funds & Partner Strategy, Wealth Management is responsible for defining and executing the... ...partnerships, funds governance, analytics, and platform administration.Enhanced Knowledge & Experience15+ years of...Full timePart timeWork experience placementLocal areaFlexible hours$211.28k - $316.92k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi... ...partner to lawyers, accountants, asset managers and management professionals with deep... ...will possess the credibility to cultivate trusting relationships with established clients...Full time$425k
...themselves. As an Enterprise Sales VP, you'll be embedded in the... ...Sales VP, Labor and Trust will expand our footprint with... ...quotas, prospecting and pipeline management across a named national book... ...relationships with fund professionals (administrators, actuaries, counsel, and...Work at officeRemote workVisa sponsorshipWork visaFlexible hours$200k - $220k
...day global communications lead for Global Wealth & Retirement at Carlyle. This role is... ...consistency across markets, while serving as a trusted advisor to the business. The ideal... ...messaging, talking points, and press materials; manage inbound inquiries and interview...Full timeWork at office- ...Vice President, Wealth Investment Client Portfolio About the Company An independent, employee-owned global asset management firm managing over $530 billion in assets. Industry... ...understanding of investment, planning, tax, and trust solutions. The position also involves...
- 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...
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax... ...these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: PA-Pittsburgh; NC-Charlotte...Full timeH1b- ...Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services... ...investment management, capital markets, trust and banking capabilities. JPMorgan... ...Equity Quantitative Investment Analyst / VP, you will join a growing and innovative...Bank staff
- Fifth Third Bank, N.A. Raleigh, NC seeks a Trust Administrator to support Advisor Solutions, ensuring client satisfaction and fiduciary compliance. You will interface with trust accounting systems, assist with multigenerational trusts, and collaborate with Advisors to...
- ...financial planning technology at J.P. Morgan Wealth Management. Leverage your expertise to empower... ...driving adoption through expertise, trust, and relationship-buildingRequired qualifications... ...governing financial planning, fiduciary standards, and suitability frameworksLead...Home officeShift work
$200k - $220k
...about developing your career, while helping others along the way, come join the Broadridge team. The Head of North American Wealth Management Product Sales will lead a team of sales executives responsible for selling Broadridge’s front‑, middle‑, and back‑office technology...Contract workLocal area
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