Estate Officer & VP, Trusts & Estates — Wealth Management
J.P. Morgan
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 product knowledge, and excellent client management skills. This role offers an opportunity to work collaboratively with a team and develop strategic relationships across various financial services. #J-18808-Ljbffr J.P. Morgan
- 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
$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
...Group, Inc. is seeking a Vice President for their Private Wealth Management team in New York. The ideal candidate will administer fiduciary... ...skills, and 3-5 years of relevant experience in trusts or estates. The role offers a competitive salary range of $115,000-$2...Suggested- 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...Suggested
- 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 &...Suggested
- ...global financial institution is looking for an Estate Officer (VP) in New York City to oversee estate administration and manage trust documentation. This role requires deep... ...work closely with beneficiaries, advisors, and Wealth Advisors to ensure estate services meet clients...
$70k - $140k
...Lead wealth compliance initiatives across a regulated environment Partner with senior... ...a strategic impact by: Enhancing and managing the compliance program supporting Wealth... ...frameworks and requirements. ~ Experience with trust and fiduciary rules is a plus. ~ Deep...Local area- A leading global financial institution is seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust settlements, engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates...
- A leading global financial services firm seeks a Settlement Officer VP in New York. The role involves overseeing trust administration and client interactions, ensuring compliance with legal and fiduciary standards. Candidates must have over 7 years of experience in trust...
- ...A leading firm in wealth management is seeking an experienced Trust Officer to manage trust portfolios, ensuring compliance with international regulations. The ideal candidate will have over 8 years of experience in the trust sector, a strong understanding of finance,...Full timeRemote work
- ...excited to present an amazing opportunity in the wealth management industry. We are looking for an experienced Trust Officer to join a fantastic team. The ideal candidate... ...Investment Management and Trusts and Estates Get notified about new Trust Officer jobs in Miami...Full timeRemote work
$175k - $210k
...VP / Senior Director, Wealth Solutions Experience Remote, USA Why Work at Mercer... ...planning, investment management, tax, estate, insurance, and more, all... ...Planning, Insurance, and Trusts offering. To lead this evolution... ...with the Chief Solutions Officer and the EMP of Wealth...Temporary workSeasonal workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions... ...and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank...Day shift
$175k - $200k
...Description Jefferies is looking to hire a Compliance Officer into its Global Control Group, IB and Research Compliance... ...that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer...Full timePart timeLocal area- BNY Mellon is looking for a Vice President, Executive Programs and Wealth Events Manager in New York. This strategic position involves leading the planning and execution of impactful executive programs and events. Responsibilities include managing significant internal and...
$125k - $222.5k
...Americas - Senior Compliance Officer Corporate Title Vice President... ...coordinating responses, managing documentation, and engaging with... ...Lead You will act as a trusted partner to senior Private... ...Private Bank, Trust Company, or Wealth Management business on...Work at officeWork from home$307k - $375k
...across the globe, we've become the most trusted way to find a relationship, for all. About... ...in the industry. We are looking for a VP of Trust & Safety Product to lead that... ...Lead, develop, and grow a team of product managers across core T&S workstreams including...Work experience placementRemote workShift work- ...Vice President Field Performance And Incentive Strategy At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day—guiding families through life's milestones, safeguarding legacies, and unlocking opportunities for...Remote work
- ...Wealth Management, Product Development, Vice President JPMorgan Asset & Wealth Management delivers industry-leading investment management... ...structured products and derivatives—as well as the ability to build trusted relationships with key stakeholders and the capability to...
$123.5k - $185k
...J.P. Morgan Wealth Management is looking for a media relations professional with expertise in developing public relations strategy, bringing... ...business priorities and long-term growth objectives. Serve as a trusted advisor to senior executives, providing strategic counsel on...- ...Vice President, Portfolio & Wealth Advisory About the Company... ...firm specializing in investment management, research & trading services... ...with client objectives. The VP will also be instrumental in... ...mindset, with familiarity in trust and estate planning, market trends, and...
- ...Vice President In Wealth Management Planning & Analysis This is a great opportunity to manage... ...with the ability to be respected as a trusted partner for the Business, Finance, and... ...must be able to physically work in our offices full-time (5 days). The specific details...Full timeWork experience placementLocal areaImmediate startRelocationVisa sponsorshipRelocation package
$141k - $197k
...The VP of Alternatives Marketing, Global Wealth Alternatives is a senior individual contributor driving... ...including Churchill Asset Management, Arcmont Asset Management, Nuveen Real Estate, and others - to deliver... ...knowledge of Microsoft Office products Preferred Qualifications...Work experience placementWork at officeFlexible hours- ...Remote Jobs is seeking an experienced Vice President for Wealth and Brokerage to oversee operations, drive sales, and engage with key industry players. The ideal candidate should have over 10 years of experience in brokerage, a deep understanding of cryptocurrency, and...Remote work
$130k - $170k
...Partners is a premiere, boutique wealth management firm providing investment... ...in assets. The VP of Portfolio and Wealth Advisory... ...trends, changes in tax law, trust & estate matters, and other issues as... ...and casual dress. ~ New office space with a variety of...Temporary workWork experience placementCasual workWork at officeRemote workFlexible hours- About Titan Titan is an award-winning wealth manager with a mission to increase our generation’... ...person (you’ll see our founders in the office every day). Compensation: Titan offers... ...exceptional client experiences: Be the trusted advisor clients turn to for financial insights...Work at office
$175k - $250k
VP/Wealth Advisor page is loaded## VP/Wealth Advisorlocations: New York, New Yorktime type... ...Advisor represents Bernstein Private Wealth Management within the communities where they work... ...clients and being regarded as a trusted advisor, not only with financial decisions...Flexible hours$90k - $120k
...The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust ("CIT") team. Collective investment trusts are pooled... ...investment sub-advisors. As a Trust Officer for CITs you will be responsible...Work experience placementRemote workFlexible hours$160.58k - $267.59k
...VP, Cross-Functional Capability Lead Where Ambition Meets Innovation Build a career that matches all your initiative with... ...seeking a VP, Cross-Functional Capability Lead to drive end-to-end Wealth Management (WM) capabilities across multiple Systems of Record, including...Work from home- JPMorgan Chase & Co. is looking for a Vice President in Wealth Management Planning & Analysis to manage strategic financial reporting, assist... ...does not provide relocation assistance. Candidates must be able to work in-office full-time. #J-18808-Ljbffr JPMorgan Chase & Co.Full timeWork at officeLocal areaRelocation package
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