Vice President, Estate Administration — Wealth & Trust Leader
JPMorgan Chase
JPMorgan Chase is seeking a Trust and Estates Administrator in Dallas, Texas. This role involves managing estate and trust accounts, interpreting governing instruments, and analyzing legal documents while maintaining client relationships. The ideal candidate will need strong skills in client servicing and problem solving, in addition to relevant industry experience and a bachelor's degree. The position promises a supportive work environment with ample opportunities for personal and professional development. #J-18808-Ljbffr JPMorgan Chase
- JPMorgan Chase in Dallas is seeking a Settlement Administration Associate for Wealth Management Solutions. In this role, you will assist with trust administration, engage in client interactions, and support investment decisions. The ideal candidate will have relevant trust...Suggested
- Overview J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions... ...classes. Job Summary As a Settlement Administration Associate in Wealth Management Solutions, Trust & Estates, you will assist with the administration...Suggested
- ...Company J.P. Morgan Asset & Wealth Management, with client... ...$2.8 trillion, is a global leader in investment and wealth management... ...banking services including trusts and estates, loans, mortgages and... ...Job Summary As a Settlement Administration Associate in Wealth Management...Suggested
- Asset & Wealth Management Operations-Shareholder Services -Client Operations-Dallas-Vice President location_on Dallas, TX, United States A career... ...funds, ETFs, Collective Trusts, money market funds, retirement... ...transfer agents, and fund administrators; ensure timely, accurate,...SuggestedFull timeTemporary workWork at office
$125k - $150k
...financial advisory & private wealth management company... ...of discretion and trust at all times. This is... ...manage their wealth and estates, and he helps businesses... ...has been an active leader and member of numerous... ...Full-time Job function Administrative Industries Staffing...SuggestedFull timeTemporary workSummer workLocal areaImmediate startFlexible hours- Kestra PWS is seeking a Senior Trust Officer to oversee Special Needs Trust account administration. This role focuses on ensuring the satisfaction of both trust beneficiaries and referring financial advisors. As part of a collaborative team, you will also train trust administrators...
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes... ...and beyond, which may include tax and estate planning, philanthropic planning, and private... ...grow client relationships by acting as a trusted advisor who delivers holistic private...
- ...About this role: Wells Fargo is seeking a Lead Wealth Underwriting Assistant in Banking, Lending and Trust (BL&T). Learn more about our career areas and lines... ...overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional...Full timeWork experience placementImmediate startRelocation package
$88.9k - $168.3k
## Supervisor, Internal Audit Risk Consulting (Trust/Wealth Management)Applylocations: Dallastime type: Full timeposted on: Posted Todayjob requisition id: JR119768We are the leading provider of professional services to the middle market globally, our purpose is to instill...Work experience placementInternshipLocal areaRemote work$75k - $125k
...proven track record of success building trust and closing new business. Excellent analytical... ...financial planning, investments, estate, and tax advice to achieve optimal outcomes... ...licensed Minimum 5 years of client-facing wealth management or financial planning...Full timeContract workTemporary workPart timeInternshipLocal areaRemote workFlexible hours- Job Description About Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management offers... ...‑focused separately managed account platform. As a Vice President, you will be a leader on a team accountable for trade lifecycle management, portfolio...Full timeWork at office
- Job Description Wealth Management Across Wealth Management, Goldman Sachs helps empower... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning and... ...Job Identification 172715 Job Category Vice President Posting Date 05/14/2026, 08:09 AM Locations...Full timeWork experience placementWork at office
- ...Lineage: Design frameworks for automated data quality checks, metadata management, and end‑to‑end data lineage to ensure “trusted” reporting for wealth advisors and clients. Cost Management: Drive initiatives by designing cost‑effective solutions (e.g., utilizing S3...Full timeWork at office
$70k - $130k
...Service Lead State Street Wealth Custody and Clearing is seeking a Service Lead to deliver a high-quality, relationship-focused service... ...-paced, client-centric environment and are motivated to build trusted relationships through exceptional service delivery. Key...Temporary work- ROLE OVERVIEW The successful candidate will join the Private Wealth Management Experienced Hire Recruiting Team focused on the end-to-end talent acquisition strategy for US-based private wealth advisors (PWAs). This is a high-visibility role requiring a sophisticated understanding...Full timeTemporary workWork experience placementWork at officeLocal area
- Job Description The Global Trusts & Estates Practice is an integral part of the services we offer... ...-executors or co-trustees to outline administrative procedures. Analyze Wills and trust... ...the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust...
- Wealth Management Investigations Attorney - Vice President (Dallas) We summarize your role as an investigations attorney handling internal and regulatory enforcement... ...than 1,200 offices in 42 countries. As a market leader, the talent and passion of our people is critical...Worldwide
- ...Goldman Sachs Bank AG is seeking an experienced recruitment partner for their Private Wealth Management team in Dallas, Texas. This role requires a deep understanding of private wealth management, exceptional stakeholder management, and a focus on enhancing candidate...
- ...Vice President, Business Development About the Company Prestigious provider of risk & claims management services Industry Insurance Type... ...Provider Services Specialties property/casualty third party administrator claims management information management managed care risk...
- ...A leading financial services firm in Dallas is seeking a Product Manager to modernize and enhance its Wealth Management digital platform. The ideal candidate will lead product strategy and execution, collaborating with cross-functional teams and utilizing data-driven...
- TwinThread is looking for an Investment Specialist - Vice President to join the U.S. Private Bank team in Dallas, TX. The ideal candidate will have a Bachelor’s degree (MBA or CFA preferred) and over seven years of experience in Private Banking or Financial Services. Responsibilities...Bank staff
- ...robust technical specifications. Evaluate emerging technologies to transform internal platforms and maintain a competitive edge in Wealth Tech. Oversee the stability of production environments, leading troubleshooting efforts for high‑impact issues and optimizing the...
- ...action. Create new businesses, transform finance, and explore a world of opportunity at the speed of markets. Goldman Sachs Asset And Wealth Management Division As one of the world’s leading asset managers, our mission is to help our clients achieve their investment goals...Temporary work
- ...change and thrive in a fast-paced global environment. Asset and Wealth Management (AWM) About Bringing together traditional and... ...advice and strategies that make sense for their portfolios Thought Leaders, providing timely insights across macro and secular themes to help...
- ...Best Workplaces in Financial Services & Insurance Regional Vice President PRIMARY PURPOSE To create profitable growth for... ...other roles. Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected...Work at officeRelocation
- A leading financial services firm is looking for a Wealth Client Relationship Manager in Dallas, Texas. In this role, you will partner with Wealth Management Advisors to deepen client relationships and support high-net-worth individuals in achieving their financial goals...
- ...family and business structures. The ideal candidate will have 5+ years of experience, strong CPA credentials, and expertise in estate and wealth planning. In this position, you will lead and manage teams, develop innovative solutions, and ensure the delivery of high-...Private practice
- Fifth Third Bank is seeking a Wealth Planning expert in Dallas, Texas to serve high net worth clients with complex financial needs. The role requires extensive experience in financial and estate planning, focusing on developing and implementing customized wealth strategies...
- TIAA is looking for a Wealth Client Relationship Manager in Dallas, Texas. The role focuses on managing and growing client relationships, providing customized financial plans, and leading a team to deliver exceptional service. Ideal candidates should have a university...
$62.5k - $87.5k
TIAA is seeking a Wealth Client Relationship Manager in Dallas, Texas, to support Wealth Management Advisors and high-net-worth clients. This role involves managing client relationships and ensuring effective implementation of financial plans. Candidates should ideally...
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