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 2 days ago
Similar jobs that could be interesting for youBased on the Senior Trust & Estate Officer (Private Wealth) in Wilmington, DE vacancy
- 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 & Estates The Global Trusts & Estates Practice is an integral part of the services we offer to clients.... ...delivers industry-leading investment management and private banking solutions. Asset Management provides...Private
Chase
Newark, DE1 day ago - ...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
Brown Brothers Harriman
Wilmington, DE1 day ago - 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,...PrivateWork at office
- 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
- JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration, analyze documents for legal, tax, and investment issues, and build relationships with beneficiaries and advisors. You will partner...Senior
- Bank of America is seeking a Delaware Trust Officer I in Wilmington to professionally administer fiduciary accounts and provide expert support across trust-related services. The role collaborates with relationship managers and portfolio managers to address client needs...
- ...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...PrivateWork at office
- Bank of America in Wilmington, DE seeks a Trust Officer I to professionally administer fiduciary accounts and provide expert fiduciary guidance... ...to address client needs, focusing on legality, tax and estate planning aspects while growing your book of business. Ideal candidates...
- 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
...Senior Trust Officer Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals... ...minimum of 10 years of trust administration and/or estate planning experience with at least 7 year as a trust...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hoursHighTower Advisors
Wilmington, DE1 day ago$71.1k - $145.9k
.... GENERAL FUNCTION The Trust Officer II (PBC) is a member of the Private Bank Center (PBC) and is... ...bank clients' in executing estate plans, which may include... ..., utilizing an Wealth Management Advisor, as necessary... ...advice and counsel from Senior Trust Officers and...Private- Hightower Advisors in Delaware seeks a Senior Trust Officer to manage a book of trust accounts, interpreting documents and ensuring fiduciary... ...leveraging your extensive trust administration experience in an RIA/wealth-management environment. #J-18808-Ljbffr Hightower AdvisorsSenior
$92.11k - $156.88k
...management services for Specialty Wealth Assets (real estate, closely held entities with... ...managers/general partners/officer, and 3rd party service... ...WEALTH ASSET OFFICER SENIOR WHAT IS THE OPPORTUNITY? Provides... ...appropriate with assigned Trust Officers and other relationship...SeniorRemote work- ...in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member... ...understanding of trust and estate law, personal and trust taxation, estate... ...Locations: Greenville, DE Fidelity Wealth’s Customer Insights & Offerings is...SeniorFull time
- JTC Group seeks an experienced Trust Administrator to manage complex fiduciary accounts for US domestic and international clients. You will ensure high-quality client service, address trust issues, and guide administrative staff while maintaining compliance with applicable...Senior
- JTC Group is seeking an experienced Senior Trust Administrator to manage complex fiduciary accounts for US domestic and international clients. You will ensure compliance, mitigate fiduciary risks, and collaborate with legal, tax, and investment teams. Ideal candidates...Senior
- JTC is seeking a Trust Officer, Assistant Manager - Private Client to lead complex fiduciary accounts for US domestic and international clients. You will administer trusts, ensure compliance, and support a team within a fast-paced environment. This role requires a finance...Senior
- J.P. Morgan Wealth Management - Senior Product Delivery Associate and 1 more Job Identification 2107... ...Insert team name or sub-LOB], you are trusted with enabling the delivery of... ...industry-leading investment management and private banking solutions. Asset Management provides...SeniorPrivateFull timeShift work
- 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
- 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
- Fidelity Personal Trust Company seeks a Senior Trust Officer to lead fiduciary relationships and oversee comprehensive trust administration for major clients... ...and applicable laws. In this role, you will provide estate and tax guidance, collaborate with Fidelity partners...Senior
- ...to make a difference. Join us! Delaware Trust Officer II (DE TO II), Wilmington, DE The... ...Delaware 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...PrivateShift workDay shift
$106.7k - $177.9k
...with the flexibility to work from home one day per weekOverview: We are seeking a highly skilled Senior Software Engineer with deep experience in the area of Wealth/Trust to join our engineering team . In this role, you will work to enhance and support the Trust Reporting...SeniorFull timeWork experience placementWork from home- ...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
- Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary... ...on laws and options concerning trusts and estate matters. The role involves administering... ...collaborating with Portfolio Managers and Wealth Advisors to deliver #J-18808-Ljbffr...Senior
$100k - $125k
...Description: Evercore Wealth Management LLC, a... ...planning and trust and custody services... ...Commission, with offices in New York, Minneapolis... ...interests, real estate, concentrated... ...Officer and other senior fiduciary leadership... ...in raising public, private capital, delivers...PrivateWork at officeLocal area- Trust Officer, Assistant Manager - Private Client Primary responsibilities to include trust administration and ensuring assigned personal trust... ...of 5 years of experience in trust administration, estate planning, or wealth management. In-depth knowledge of trust laws, fiduciary...
- ...Life at Kestra Kestra Holdings Website: Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent... ...training, or work experience. 0 - 3 year’s Trust Officer experience A good-working knowledge of all types...Work experience placementImmediate start
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 operations technician Wilmington, DE
- senior cloud service delivery manager Wilmington, DE
- senior director clinical development Wilmington, DE
- sr accountant Wilmington, DE
- senior financial analyst remote Wilmington, DE
- senior designer Wilmington, DE
- senior product specialist Wilmington, DE
- senior java full-stack developer Wilmington, DE
- senior application support engineer Wilmington, DE
- senior wealth advisor Wilmington, DE