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- ...Job Title Global Trusts & Estates Practice Job Description The... ...in his will, it is the Trust Officer's role to oversee the administration... ...Technical and Risk Management Analyze trust documents for... ...Business Partnering with Wealth Advisors with respect to the...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 &...
$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... ...Trust Officers (TO) administer trusts, estates and other fiduciary accounts for high...Full timeTemporary workPart timeWork at office- ...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...
- 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...
- ...Bring your Expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping... ...status quo and striving to be best-in-class. As a Trusts and Estates Vice President in Wealth Management Investment Risk and Analytics team, you will...
$100k - $150k
JPMorgan Chase is seeking a Settlement Officer VP in New York, NY, to oversee the administration of trusts and their settlements. This role requires 7+ years of trust administration experience and a bachelor's degree, with a focus on client engagement and legal compliance...- 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...
$120k - $145k
...Franklin Templeton Investments is seeking a Trust Officer to join our NY Market team in Midtown. This hybrid position requires strong trust administration skills and the ability to manage a large book of business. The ideal candidate will have over 3 years of experience...- # 1st VP, National Accounts – Private Wealth GroupHome » Job Openings » 1st VP,... ...community-focused real estate and infrastructure... ....* Initiate and manage marketing, sales, and... ...broker-dealer home offices to identify sales opportunities... ..., quickly builds trust, operates with “...16 hoursWork at officeLocal areaRemote workHome office
$120k - $145k
## Trust OfficerApplylocations: New York, New York, United States... ...is a premier investment and wealth management firm with a commitment to... ...individuals and families, family offices, endowments, foundations,... ...managers, tax and estate planning professionals work...Work at officeLocal area3 days per week- ...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
$115k - $199.8k
...investment banking, securities, investment management and wealth management services. The Firm's... ...governments and individuals from more than 1,200 offices in 43 countries. As a market leader,... ...in building and maintaining long-term, trust-based relationships with key internal...Temporary workWorldwide- 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
$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...Permanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...Due Diligence Transaction Monitoring Officer (Hybrid) We are seeking a skilled KYC & Due... ...complex account structures, including trusts and offshore entities. Review customer... ...including Healthcare, Tech, and Commercial Real Estate. ~ Ability to read and analyze...Work at office
$225k - $275k
...world’s largest alternative asset manager. We seek to create positive... ...on private equity, real estate, public debt and equity, infrastructure... ...*Business Unit:** The Private Wealth Public Funds (PWPF) Legal... ...Blackstone Real Estate Income Trust (BREIT), an industry leading public...Local areaFlexible hours- 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...
$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 widely recognized... ...advising clients and being regarded as a trusted advisor, not only with financial decisions but for...$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...Flexible hours- ...About Titan Titan is an award-winning wealth manager with a mission to increase our... ...trenches in person (you'll see our founders in office every day). Compensation: Titan offers... ...exceptional client experiences: Be the trusted advisor clients turn to for financial...Work at office
- ...TwinThread, located in New York, is looking 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...
$200k
...Carlyle in New York is seeking a strategic professional to drive the agenda for Carlyle Global Wealth. You will analyze key performance indicators and leverage data-driven insights to guide strategy. The ideal candidate will possess 8+ years of relevant experience and...$307k - $375k
...VP of Product Management, Trust and Safety Hinge is the dating app designed to be deleted In today's digital world, finding genuine relationships is tougher than ever. At Hinge, we’re on a mission to inspire intimate connection to create a less lonely world. We’re obsessed...Work experience placementRemote workShift work$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'...Work at office
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