Senior Trust & Estate Officer (Private Wealth)
Goldman Sachs
Goldman Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management and administration of key trust relationships for high-net-worth clients in Wilmington, Delaware. The STO collaborates with PWAs and tax teams to deliver customized fiduciary solutions and ensure regulatory compliance. Ideal candidates bring extensive experience in trust, estate, and tax administration, plus a JD or CTFA and a strong client-service orientation. #J-18808-Ljbffr Goldman Sachs
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trust & Estate Officer (Private Wealth) in Wilmington, DE vacancy
- Goldman Sachs Group, Inc. is seeking a Senior Trust Officer (STO) based in Wilmington, Delaware. This role involves serving high-net-worth clients... ...and focuses on client relationship development and comprehensive wealth management. #J-18808-Ljbffr Goldman Sachs Group, Inc.SeniorPrivate
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...SeniorPrivateWork at office
- ...Trust Officer VP in Wealth Management Solutions, Trust & EstatesThe Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years... ...-leading investment management and private banking solutions. Asset Management provides...Private
- ...and shape their legacies across generations? As a Senior Trust Officer (STO) within Goldman Sachs Private Wealth Management, you will serve as a trusted advisor to... ...complex fiduciary landscapes alongside our top tax, estate, and wealth management experts. If you are an...SeniorPrivateFull timeWork at office
- ...Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full... ...separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut...PrivateWork at office
- Trust Officer job at Chilton Trust. Wilmington, DE. Firm Description: Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full... ...portfolio accounts, tax advice, trust and estate planning and family office services....PrivateWork at office
- The Trust Officer coordinates and administers trust accounts... ...accountants, trusts & estates attorneys and other... ...accounts with support from a Senior Trust Officer and/or... ...Managers and Wealth Planners to explain the... ...complex trust, estate, and private asset concepts in a...PrivateWork at officeLocal area
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships with clients and advisors. The ideal... ...including health care, retirement plans, and mental health support. #J-18808-Ljbffr The Accredited Estate PlannerSenior
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts in accordance with fiduciary principles while cultivating relationships with clients and advisors. You will interpret legal documents, maintain service levels, and coordinate with...Senior
- JTC Group is seeking a Senior Trust Officer to join the Private Client Services team in a hybrid workplace. The role oversees complex fiduciary accounts... ...has a minimum of 10 years in trust administration or wealth management, with strong communication and leadership skills...Senior
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for... ...Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/... ...as appropriate with assigned Trust Officers and other relationship managers...SeniorRemote work- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With... ...in their will, it is the Trust Officer's role to oversee the administration of... ...Job Summary As a Trust Officer VP in Wealth Management Solutions, Trust & Estates,...
$140k - $150k
...Hightower Trust Company Senior Trust OfficerFounded in 2008, Hightower is a wealth management firm that provides investment, financial... ..., foundations and family offices, as well as 401(k) consulting... ...of trust administration and/or estate planning experience with at least...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...risk. Be able to identify and address different types of trust issues, unique assets, closely held entities and make judgments... ...Minimum of 10 years of experience in trust administration, estate planning, or wealth management. In-depth knowledge of trust laws, fiduciary...Senior
- JTC Group is seeking a Senior Trust Officer to join our Trust and Wealth Management team in Wilmington. The role oversees complex fiduciary accounts for US domestic and international clients, with emphasis on service quality and fiduciary risk management. The ideal candidate...Senior
- ...believe in the importance of in-office collaboration and fully intend... ...employer sponsorship.The Trust Officer is responsible for developing... ..., third party contacts, and private individuals regarding both... ...needed.Provide support to the Senior Trust Officer and Director.Provide...Private16 hoursFull timeWork experience placementWork at office
- ...complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing documents, applicable laws, and organizational policies. The Senior Trust Officer serves as a primary relationship manager and fiduciary advisor,...SeniorShift work
- ...Delaware Trust Officer II (DE TO II), Wilmington, DEAt Bank of America, we are guided by a common... ...TO II works closely with national Private Bank and ML financial advisor's teams to... ...protectors to understand the comprehensive estate plan. Facilitate a collaborative team approach...PrivateWork from homeShift workDay shift
- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role... ..., a Bachelor's degree, and expertise in trust and estate law. Strong communication and analytical skills are crucial. The...Senior
- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...Senior
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors, trust beneficiaries, and other stakeholders for an assigned book of business. The role emphasizes compliance with bank policies and applicable state and federal regulations...Senior
- Kestra PWS is seeking a qualified professional in Wilmington, Delaware to oversee trust administrative functions and manage fiduciary relationships. This role involves delegating tasks, analyzing data for new business opportunities, and implementing strategic policies to...Senior
- JTC Group is seeking an experienced trust administrator to manage a diverse portfolio of fiduciary accounts for US domestic and international... ..., strong leadership and mentoring abilities, and proficiency with trust accounting systems and MS Office. #J-18808-Ljbffr JTC GroupSenior
- ...Description Who We Are At Greenleaf Trust Delaware, our teams are... ...level of comprehensive wealth management services, trust administration... ...in key areas of trust and estate planning, investment... ...Coach and mentor Delaware Trust Officer and team members to ensure each...SeniorWork at officeMonday to FridayNight shift
$32.89 - $54.81 per hour
...seamless onboarding experience for Private Banking clients.What You’ll Do... ...may also support Corporate Trust account reviews, adding... ...fieldExperience supporting Private Banking, Wealth Management, or Capital Markets... ...in operations, back-office processing, or financial data...SeniorPrivateHourly payFull timeWork at officeMonday to Friday- A leading global financial services firm is seeking a Trust Officer VP in Wealth Management Solutions to oversee trust administration and maintain client relationships. The ideal candidate will have a Bachelor's Degree and at least 7 years of experience in the Trust business...
$77.39k - $127.14k
Job DescriptionBryn Mawr Trust, a WSFS Company,... ...managed and collaborative wealth management solutions, including... ...management, trust and estate planning, brokerage and... ...businesses.The Senior Trust Tax Accountant is... ...Partner closely with Trust Officers, Wealth Advisors,...SeniorWork at officeLocal areaFlexible hours- ...seeking an experienced HR Business Partner for their Wilmington office. The role requires 6+ years of HRBP experience in a complex environment... ...and includes responsibilities such as collaborating with senior leaders, managing employee relations, and overseeing HR frameworks...SeniorPrivateFull timeWork at office
- ...a detail-oriented and experienced Senior Trust Officer to join our Trust and Wealth Management team. Employment Details... ...Type: Permanent. Department: Private Client. Division: Private Client Services... ...in trust administration, estate planning, or wealth management. In...Permanent employmentLocal area
- Fifth Third in Wilmington, Delaware seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth accounts, and to act as the primary fiduciary advisor for clients and advisors. The role emphasizes risk management, adherence to governing...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust & Estate Officer (Private Wealth). Be the first to apply!
Related searches
- senior safety specialist Wilmington, DE
- senior technology project manager Wilmington, DE
- remote senior business analyst Wilmington, DE
- senior manager clinical operations Wilmington, DE
- senior supervisor Wilmington, DE
- senior leadership Wilmington, DE
- senior manager data science Wilmington, DE
- senior grant accountant Wilmington, DE
- senior storage engineer Wilmington, DE
- senior manager automotive Wilmington, DE

