Senior Trust & Wealth Manager
Dormont Manufacturing Co
Bank of America is looking for a Trust Relationship Manager in Boca Raton, Florida. The role involves managing fiduciary and investment accounts for high-net-worth clients, overseeing administration, and business development. It requires at least five years of trust administration experience and strong knowledge of fiduciary law. Successful candidates will engage with clients, ensure compliance, and pursue new business opportunities, all within the context of a supportive and inclusive work environment. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Trust & Wealth Manager in Boca Raton, FL vacancy
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating deep...SeniorSeasonal workFlexible hours$132.7k - $303.2k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing...SeniorWork experience placementSummer holidayFlexible hours- ...Raton, Florida, specializing in high-net-worth clients. The successful candidate will develop personalized investment strategies, manage portfolios, and ensure client retention through exemplary service. With a minimum of 10 years in investment decision-making and a strong...Senior
- An established industry player is seeking a skilled Trusts and Estates paralegal for their Boca Raton office. This role involves managing active files, organizing legal documents, and working closely with a team of attorneys in a supportive environment. Ideal candidates...SeniorWork at office
- BCG Attorney Search is seeking a Trusts & Estates Attorney in Boca Raton, Florida. The successful candidate will have over 10 years of experience in trust and estate matters, working with high-net-worth clients and handling complex asset protection strategies. You will...Senior
- BCG Attorney Search is seeking a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This position allows you to handle sophisticated estate planning and trust administration matters while engaging with local communities. The ideal candidate has...SeniorLocal areaRemote work
- Fast paced Real Estate company is looking to a Senior Analyst/Asset Manager to join their team. Candidate MUST have retail/mixed use Real Estate experience and local to the South Florida area. Role Description: Achieving & maintaining world class assets through continuous...SeniorLocal area
- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This role offers the opportunity to work in a collaborative and sophisticated environment, handling complex estate planning and administration matters. Candidates...SeniorRemote work
- GLC Group, located in Boca Raton, Florida, is seeking a Senior Analyst/Asset Manager to join their fast-paced real estate team. The ideal candidate will possess experience in retail and mixed-use real estate, focusing on asset management and financial analysis. This role...Senior
- ...Description This job is responsible for managing a book of fiduciary and investment management... ...of complex investment management and trust accounts and working with team members to... ...development and retention, assisting clients with wealth planning needs, and managing risk....SeniorWork at officeShift workDay shift
Dormont Manufacturing Company
Boca Raton, FL14 hours ago $147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects for a diverse client base. The role demands strong analytical skills and the ability to provide strategic tax advice on complex issues. The successful candidate will work closely with teams, manage...Senior- Berkowitz Pollack Brant Advisors + CPAs, LLP is seeking a Senior Manager in Wealth Tax to advise high-net-worth individuals and families. This role involves leading fiduciary tax engagements and providing advanced tax strategies. The ideal candidate will have a strong...Senior
- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm... ...organizations. With over $11B in assets under management, we have earned a reputation for... ...business for over 80 years, built around our trusted advisors who have an average tenure at...SeniorLocal area
Mesirow Financial
Boca Raton, FL4 days ago - ...Boca Raton, FL; Fort Lauderdale, FL SUMMARY The Portfolio Manager assists in the assessment of risk and management of the Bank’... ...offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income,...Senior
First Horizon Bank
Boca Raton, FL4 days ago - Australia-Employment is looking for a Senior Tax Manager based in Boca Raton, FL, to join our high-net-worth tax practice. This hybrid role requires expertise in tax planning and compliance, with a focus on individualized client relationships and mentorship. The ideal...Senior
- Deerfield Beach, United States | Posted on 05/27/2026 Role: Senior Manager / Principal Data Science - ML Product Development (Location:... ...maintainable, and aligned with enterprise goals. Serve as a trusted technical advisor to senior leadership, bridging technical depth...Senior
- Northern Trust is seeking a Senior Banking Advisor in Boca Raton, Florida, responsible for developing and deepening client relationships for high... ...-net-worth individuals. This role requires expertise in managing complex credit and deposit accounts and offers the chance...Senior
- Basis Industrial is seeking a motivated Senior Property Manager based in Delray Beach, Florida. You will lead and manage various properties, optimize their performance, and ensure compliance with regulations. The role requires a strong leader with proven property management...Senior
- ...Description Our client is a Commercial Real Estate Investment and Development company; we are working with them to recruit a Property Manager to be responsible for the day-to-day management and oversite of multiple Industrial, Retail and Office buildings in FL and GA. This...SeniorContract workWork at office
$125k - $150k
Our client is seeking a Senior Property Manager to join their growing team in a highly visible role overseeing a dynamic retail/commercial portfolio... ...solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results....SeniorPermanent employmentFor contractorsFlexible hours$75k - $100k
...agency in Florida is seeking an experienced Executive Assistant to provide comprehensive administrative support. This role involves managing household operations, vendor relationships, and travel logistics. The ideal candidate should have over 5 years of relevant...SeniorFull time- ...Our client is looking for a talented Senior Controller to assist management in maintaining the organization's financial health and supporting its long-term financial objectives. You will play an important role in a world-class reporting team by promoting collaboration...Senior
Peskind Executive Search, Inc.
Boca Raton, FL1 day ago - ...A well-respected client is seeking a TAX SENIOR due to the growth in their firm. Are you... ...you will be responsible for overseeing and managing a team of tax associates while developing... ...returns for individuals, partnerships, trusts, and corporations. Essential Job...Senior
gpac
Boca Raton, FL3 days ago $116.2k - $212.9k
...Financial Services - Wealth and Asset Management - Tax Manager Location: New York Other locations:... ...in which financial institutions are trusted and flourish, and the global economy... ...is sent for review to the partner or senior manager – and consult when necessary...Work experience placementSummer holidayLocal areaFlexible hoursEY
Boca Raton, FL5 days ago- ...Position Overview Senior Manager in Wealth Tax – Trusts & Estates, serving as a senior technical and client-facing leader advising high-net-worth individuals and families on complex fiduciary tax matters. Responsibilities Lead and review complex fiduciary, estate, and...SeniorLocal area
Berkowitz Pollack Brant Advisors + CPAs, LLP
Boca Raton, FL1 day ago - ...possess a degree in Accounting or Finance and have extensive experience in the construction industry. Responsibilities include budgeting, forecasting, and the management of an accounting team to ensure compliance and accuracy across projects. #J-18808-Ljbffr Butters GroupSenior
$80k - $100k
A trusted HVAC company in Deerfield Beach, FL is seeking an experienced HVAC Service Manager to lead a team. The ideal candidate will possess over 3 years of HVAC experience and 2 years in a supervisory role. You will be responsible for overseeing operations and ensuring...Senior- A financial services provider in Boca Raton, Florida is looking for a Senior Controller to manage financial health and support strategic objectives. This position involves oversight of financial reporting, process improvement projects, and the preparation of financial statements...Senior
- ...empathetic approach, and tech agility. The successful candidate will run case evaluations, close sales on the first call, and collaborate with attorneys. The firm values trust and integrity, supporting each client throughout their legal journey. #J-18808-Ljbffr Rossen-Law-Firm
- People's Trust Insurance in Deerfield Beach, Florida is seeking a Senior Accountant to handle financial reporting and analytical duties. The role involves preparing financial statements, supporting the month-end close process, and maintaining accuracy in financial records...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Wealth Manager. Be the first to apply!
Related searches
- wealth management consultant Boca Raton, FL
- wealth management advisor Boca Raton, FL
- wealth manager Boca Raton, FL
- senior cloud service delivery manager Boca Raton, FL
- senior business analyst contract Boca Raton, FL
- senior marketing account manager Boca Raton, FL
- sr operations manager Boca Raton, FL
- senior customer service manager Boca Raton, FL
- senior general ledger accountant Boca Raton, FL
- senior strategic account manager Boca Raton, FL