Senior Trust Officer: Delaware Wealth & Estate Planning
Bank of America
Bank of America in Delaware is seeking a Delaware Senior Trust Officer to manage a complex trust book and deliver expert Delaware Trust Law guidance to national markets. You will work with private bank teams and fiduciary advisors to grow trust book, administer Delaware Directed Irrevocable Trusts, and ensure accuracy in tax and governance. The role requires attention to detail, strong client communication, and the ability to mentor junior staff while upholding the bank's core values. #J-18808-Ljbffr Bank of America
- ...Greenleaf Trust Delaware Job Opportunity At Greenleaf Trust... ...of comprehensive wealth management services, trust... ..., and retirement plan services. We adhere to... ...key areas of trust and estate planning, investment management... ...mentor Delaware Trust Officer and team members to...SeniorWork at officeMonday to FridayNight shift
- ...Bank of America is committed to an in-office culture with specific requirements... ...learn, grow, and make an impact. Delaware Senior Trust Officer (Delaware STO) The Delaware... ...deepen his or her relationships through estate and financial planning. Key Responsibilities Work with...SeniorWork at officeWork from homeShift workDay shift
- City National Bank in Wilmington, Delaware seeks a Trust Officer to administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, and more. You will work with Bankers, Advisors, and other...Senior
- The Global Trusts & Estates Practice is an integral part of the services... ...their will, it is the Trust Officer's role to oversee the administration... ...As a Trust Officer VP in Wealth Management Solutions, Trust... ...to client specific planning exercises and account administration...Suggested
- 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...Suggested
- ...Bank of America is committed to an in-office culture that supports collaboration, engagement... ...what we believe. Pay Transparency: Delaware Trust Officer I (DE TO I), Wilmington, DE -... ...clients, particularly in the area of estate planning. Additionally, Trust officers are...Work at officeWork from homeFlexible hoursShift workDay shift
- ...Trust Officer At BBH, partnership is more than... ...Trust Company of Delaware, N.A. serves as trustee... ..., trusts & estates attorneys and other... ...with support from a Senior Trust Officer and/... ...Relationship Managers and Wealth Planners to... ...taxation, estate planning, and other financial...Work at officeLocal area
- 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
$116k - $216k
...DelawareJob SummaryServe as a Senior Fiduciary Advisor and trusted partner to Ultra High Net... ...sophisticated trust, estate, and fiduciary guidance... ...coordinating an integrated family office experience.Essential... ..., estate, tax, and wealth planning advice to UHNW clients and...SeniorFull timeWork at officeFlexible hoursShift workNight shift- ...Senior Trust Officer Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step... ...offerings to give each employee the opportunity to be their best every day. Location -- Wilmington, Delaware 19805...SeniorShift work
$111.41k - $189.74k
TRUST OFFICERWHAT IS THE OPPORTUNITY?Administer estate and personal trust accounts including testamentary... ...Bank Operational and Wealth Management policies and... ...administrationMicrosoft Office (Word, Excel & PowerPoint... ...Medical, Dental and Vision plans, available the first of...Work at officeLocal areaRemote work- JPMorgan Chase's Global Trusts & Estates Practice is seeking a Trust Officer VP in Wealth Management Solutions to oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries...
- Fifth Third Bank in Wilmington, Delaware seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty accounts, ensuring compliance with governing documents and regulatory standards. You will serve as the primary relationship...Senior
$153.7k - $256.1k
Overview Partners with Wealth Advisors and other... ...unique needs of Wilmington Trust’s ultra-high net worth... ...execute customized wealth plans for UHNW clients and... ...planning, fiduciary, family office services, etc.... ...Location: Wilmington, Delaware, United States of America...SeniorWork experience placementWork at office- ...are currently seeking a Senior Trust Tax Manager for a... ...of contact for Trust Officers and Financial Advisors... ...trust administration, wealth management, or comparable... ...experience in tax compliance, planning, or advisory services.... .... Knowledge of Delaware trust taxation...SeniorLocal area
- ...Senior Branch Premier Banker (SAFE) Wells Fargo is... ...leveraging goals based planning, and prudent risk oversight... ...partners across Wealth, Home Lending, and Business... ...who excel at building trust, managing a portfolio,... ...Centre Blvd. - Middletown, Delaware 19709 ~2450 Glasgow...SeniorTemporary workWork experience placementImmediate start
- Lewis James Professional is seeking a Senior Trust Tax Manager for a direct hire opportunity... ...local levels, partnering with Trust Officers and Financial Advisors for timely, accurate... ...tax credential, and deep knowledge of Delaware trust taxation and FATCA. #J-18808-...SeniorLocal area
- KeyBank in Wilmington, Delaware seeks a Senior Fiduciary Advisor to serve Ultra High Net Worth clients with sophisticated trust, estate, and fiduciary guidance, while deepening relationships... ...coordinating an integrated family office experience. Role requires 10+ years of...SeniorWork at office
- JPMorgan Chase & Co. in Newark, DE seeks a Trust Officer VP to oversee the administration of trusts, analyze documents for legal, tax and... ...relationships with beneficiaries and advisors. You will partner with Wealth Advisors to identify new trust business and cross-sell JPM...Senior
- Nemours is seeking a Senior Construction Project Manager... ...enterprise in the Delaware Valley region. Manage the... ...Work collaboratively with planning and interior design... ...capabilities of Microsoft Office programs required;... ...Foundation and Alfred I. duPont Trust, our $1.7B nonprofit...SeniorContract workFor contractorsFor subcontractorWork at officeMonday to FridayShift work
- As part of the HR Chief Data Office, you will help support the responsible growth of technology... ...As an AI Policy and Regulatory Change - Senior Associate in the HR Chief Data Office... ...Resources use cases and support action planning through the legal and regulatory change management...SeniorWork at office
$106.7k - $177.9k
Overview: Join Wealth Technology as we modernize the platforms that support Wealth Management, Investment Management, Trust, Custody, and Advisory services across M&T Bank and Wilmington... ...compensation.LocationWilmington, Delaware, United States of AmericaSummaryLocation...SeniorFull timeWork experience placement- ...contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank... ..., or Wilmington, DE. PNC is an in-office company that fosters a supportive... ...Develops, consults on and implements tax, estate and financial plans for clients, including those of the...SeniorFull timeTemporary workPart timeWork experience placementWork at office
$68.4k - $114k
Overview: The Wilmington Trust Institutional Services... ...and highly analytical Senior IS Automation Quality Control... ...in regular sprint planning and backlog grooming... .... Location Wilmington, Delaware, United States of America... ...banking services with the wealth management and...SeniorWork experience placementLocal area- ...Description Join our team as a Senior Billing Liaison! The Billing... ...the providers and the billing office and acts as a resource to providers... ...states: Alabama, Colorado, Delaware, the District of Columbia,... ...Foundation and Alfred I. duPont Trust, our $1.7B nonprofit system is...SeniorWork at office
$100k - $150k
Senior Compliance Advisor Great Gray Trust Company Great Gray Trust Company provides advanced retirement solutions. This role is part of the Risk and... ...Compliance Department, reporting to the Chief Compliance Officer. Base pay range : $100,000 - $150,000 per year....SeniorFull timeRemote workVisa sponsorship- Business Intelligence Senior Data ScientistWilmington... ...in sprint planning, standups, reviews and... ...based in Wilmington, Delaware, USA, providing knowledge... ...clients worldwide. We have offices and capabilities in over... ...the reason we’re the trusted partner of many of the...SeniorLocal areaRemote workWorldwide
$89.88k - $121.6k
...career.SPECIALTY REPRESENTATIVE/SENIOR SPECIALTY... ...branded sales messages, conducting planned programs, scheduling and following... ...and Stockholders; Be Ethical; Trust and Respect Each Other; Ensure... ...RangeUSD - USDSummaryLocation: US - Delaware - Wilmington; US - Delaware -...SeniorFull timeRemote workFlexible hours- Senior Marketing Specialist, Fund SolutionsLocation... ...: Wilmington, Delaware, or London, United... ...three days in the office per week)CSC is... ...equity, real estate, private credit, infrastructure... ....Support budget planning, track campaign... ...reason we’re the trusted partner of many of...SeniorWork at officeLocal areaRemote workWorldwide
- ...Friday 8am-5pmHybrid The Senior Salesforce... ...acceptance criteria, testing plans, and implementation recommendations... ...the reason we’re the trusted partner of many of the... ...based in Wilmington, Delaware, USA, providing... ...clients worldwide. We have offices and capabilities in over...SeniorLocal areaRemote workWorldwideFlexible hours
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