VP Trust Officer Private Wealth Management
$115k - $270kGoldman Sachs Group, Inc.
Goldman Sachs Group, Inc. is seeking a Vice President for their Private Wealth Management team in New York. The ideal candidate will administer fiduciary accounts, ensuring high service standards, and collaborate with Private Wealth Advisors. Key requirements include a bachelor's degree, strong communication skills, and 3-5 years of relevant experience in trusts or estates. The role offers a competitive salary range of $115,000–$270,000 and may include discretionary bonuses. Join a dynamic team focused on serving high-net-worth clients. #J-18808-Ljbffr
- ...Job Description Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be... ...delivers industry-leading investment management and private banking solutions. Asset Management provides...Private
- 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
- 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...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
...Trust Officer Are you a quick-thinking self-starter with a passion for helping families... ...work closely with top fiduciary, tax and wealth management professionals, and the ability to... ...high net worth clients of Goldman Sachs Private Wealth Management. We are seeking professionals...PrivateFull timeTemporary workPart timeWork at office- ...to JPMorganChase. As part of Risk Management and Compliance, you are at the center... ...to be best-in-class. As a Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics... ...business within the Global Private Bank. You partner with the Business...PrivateFull time
$250k
...for a Vice President to join our Asset & Wealth Management team within our Financial Services... ...global basis. We are industry experts and trusted advisors to our clients, helping them asses... ..., equity and debt capital markets, private placements, restructuring and corporate...Private- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its... ..., brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world’s wealthiest families...PrivateDay shift
- ...Titan is an award-winning wealth manager with a mission to increase our... ...Ambitious Vision: When we put private wealth management in every pocket... ...(you'll see our founders in office every day). Compensation:... ...client experiences: Be the trusted advisor clients turn to for...PrivateWork at office
$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...PrivateFlexible hours$225k - $275k
...world’s largest alternative asset manager. We seek to create positive... ...vehicles focused on private equity, real estate, public debt... ...*Business Unit:** The Private Wealth Public Funds (PWPF) Legal group... ...Blackstone Real Estate Income Trust (BREIT), an industry leading public...PrivateLocal areaFlexible hours$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office, Vice President - New York New York, NY, United States Job Description YOUR IMPACT Are you a quick‑thinking self‑starter with a passion for helping families achieve their long...PrivateFull timeTemporary workPart timeWork at office- 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...
- ...expanding market share for our real estate products through the Private Wealth channel. You will lead efforts in developing a sales strategy... ...and relationship-building skills along with a robust understanding of real estate investment management. #J-18808-Ljbffr...Private
$141k - $338k
...Vice President for their Business Unit in New York, New York. The role involves managing client relationships, preparing for client meetings, and analyzing market trends to support private wealth management. Candidates should have a bachelor's degree in relevant fields and...Private$150k - $200k
...enhancing the growth of the 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...Private$115k - $270k
...seeking a Vice President in New York to lead consolidated reporting and family office advisory for ultra-high-net-worth clients. The role requires over 10 years of experience in wealth management and strong communication skills. Candidates should hold a relevant Bachelor'...PrivateWork at office$125k - $222.5k
...Description: Job Title Private Bank Americas - Senior Compliance Officer Corporate Title Vice... ...coordinating responses, managing documentation, and... ...You will act as a trusted partner to senior Private... ...Bank, Trust Company, or Wealth Management business on compliance...PrivateWork at officeWork from home- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in... ...brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a Settlement Officer VP in Wealth Management Solutions, Trust &...
- ...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 should have a Bachelor's degree and 8+ years...Private
- ...aspects of fund operations for the Six Circles Trust, which comprises 10 funds managed within the J.P. Morgan Private Bank. Governed by the SEC and the 1940 Act, the... ...operations, fund administration, and/or asset or wealth management platforms. ~ Strong knowledge of managed...PrivateWork experience placement
- ...Wealth Management, VP Product Development JPMorgan Asset & Wealth Management delivers industry... ...develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (... ...also requires the ability to build trusted relationships with key stakeholders and...Private
- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...Private
$250k
...Inc. (NYSE: LCLN) is a trusted investment banking advisor... ...executives of leading private equity firms and their... ...in more than 30 offices in 14 countries, offering... ...closely with the firm’s Managing Directors in building relationships... ...Services, FIG, Asset & Wealth Management M&A...PrivateCurrently hiringWork at officeRemote workWork visaMonday to ThursdayShift work$141k - $197k
...The VP of Alternatives Marketing, Global Wealth Alternatives is a senior individual contributor... ...and awareness of Nuveen Private Markets among priority audiences... ...services or asset management experience. Experience working... ...knowledge of Microsoft Office products. Preferred...PrivateWork experience placementWork at officeFlexible hours- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth... ...travel among branches and offices as needed. The successful... ...allocation, diversification, trusts & estates, individual tax rules...PrivateWork at office
- ...and marketing strategies to generate revenue growth and acquire new clients. Candidates should have 3-7 years of experience in wealth management or financial services, with strong communication and analytical skills. The position offers competitive benefits, including...Private
$157.04k - $235.56k
...Citi Wealth Lending provides competitive borrowing solutions... ...’s broader Wealth Management goals. Our Lending... ...serve as dedicated and trusted partners to Wealth Advisors... ...the Citigold and Citi Private Client (CGCPC) segments... ...net-worth clients. The VP Lending Advisor balances...PrivateFull time$192k - $288k
...Employees within Citi Global Wealth at Work. Responsibilities Actively... ...implications. Serve as a trusted advisor to clients and... ...related to the creation and management of wealth. Develop tailored solutions... ...and proven experience in Private Banking having covered the UHNW...PrivateFull time- Asset & Wealth Management, Client Solutions Group - Finance, Vice President... ...that spans both public and private businesses. YOUR IMPACT We... ...skills: ability to build the trust and confidence of colleagues... ...site health centers in certain offices. Fitness To encourage...PrivateFull timeWork at office
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