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
- 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
- ...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
- Evercore Inc. is seeking a skilled Trust Administrator to join our Wilmington, Delaware office with a primary focus on Delaware trusts... ...support day-to-day trust administration, coordinate with Wealth & Fiduciary Advisors, investment professionals, clients, attorneys, and...SuggestedWork at office
- ...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...Suggested
$81.4k - $118k
Trust Administrator The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused... ...an SME. Participates in management level committees. Deepens... ...Portfolio Managers and Wealth Management Advisors....SuggestedWork experience placementWork at office$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- Landing Point is seeking a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division. The role focuses... ...comprehensive solutions across investments, planning, tax, and trust. The successful candidate will analyze client information, translate...
- ...four business segments including Asset & Wealth Management, Corporate and Investment Banking,... ...brokerage and banking services including trusts and estates, loans, mortgages and... ...our portfolio where JPMorgan acts as Administrative Agent to a client.Communicate directly...Work at office
- 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...
$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
$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- ...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$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- 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...
- ...seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial... ...and deepen client relationships through trusted guidance and referrals. The role emphasizes... ...coaching, with a strong focus on integrity and fiduciary #J-18808-Ljbffr Fairygodboss
- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for... ...position within its expanding fiduciary and wealth planning... ...tasked with leading all trust administration, fiduciary oversight, and trust...
- ...four business segments including Asset & Wealth Management, Corporate and Investment Banking,... ...brokerage and banking services including trusts and estates, loans, mortgages and... ...our portfolio where JPMorgan acts as Administrative Agent to a client. Communicate directly...Work at office
- ...JPMorgan Chase & Co. in New York, NY, seeks a Vice President, Product Portfolio Strategy (Trust & Security) to shape strategy and drive secure experiences across digital and non-digital channels. You will partner with Product, Technology and business leaders to advise...
- # 1st VP, Strategic Partnerships - Private Wealth GroupCIM GroupVPReal EstateFull-timeLocationNew York, United StatesDate PostedJune 13, 2026Stay ahead... ..., Analytics, Finance, and Product teams- Initiate and manage marketing, sales, and service support initiatives in partnership...Full timeRemote workHome office
- ...JPMorgan Chase & Co. seeks a Vice President Product Owner for the Wealth Plan Planning Engine to guide AI-enabled planning work and lead cross-functional delivery. You will own requirements, validate engine outputs, and shape how advisory experiences are improved through...
- ...JPMorgan Chase & Co. seeks a Vice President, Product Manager for Delegated Experiences and Agentic AI within Trust & Security. Based in New York, you will shape authentication and authorization strategy, partner with design, engineering, and testing teams, and translate...
- ...CIM Group is seeking a 1st Vice President of Strategic Partnerships for their Private Wealth Group in New York. This full-time role involves managing fundraising campaigns and leveraging relationships with broker-dealers and banks. Ideal candidates will possess strong...Full timeRemote work
$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- The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts... ...10+ years of broad business experience, preferably within wealth management, with a strong understanding of advisor practices...Home office
- Macquarie Asset Management is seeking a Vice President to join the first-line Risk team supporting the Alternatives-to-Wealth, Wealth Solutions and Investment Solutions businesses. You will drive and enhance risk management across a growing global platform, partnering with...
- Broadridge is seeking a senior leader for the Wealth Product Management COE in New York. This role involves leading strategic roadmaps and shaping the digital landscape for Advisor, Investor, and Intelligent Insights. Key responsibilities include creating and executing...
- State Street Investment Management is seeking a commercially driven leader to shape the future of wealth distribution through US digital wealth and direct retail channels. You will drive growth, build strategic platform partnerships, and oversee ETF, active funds, and...
$120k - $210k
State Street Investment Management is building one of the industry’s most ambitious next-generation growth platforms, designed to capture the structural transformation of global wealth distribution. As Vice President, DRDW this role will play a pivotal role in shaping...Temporary workFlexible hoursShift work
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