• Fiduciary Officer

    Neuberger Berman (New York, NY)
    …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
    Neuberger Berman (07/31/25)
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  • Senior Special Needs Trust Officer - Senior…

    Wells Fargo (Purchase, NY)
    …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs… more
    Wells Fargo (07/29/25)
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  • Wealth Management Solutions, Trust & Estates,…

    JPMorgan Chase (Rochester, NY)
    …the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust.… more
    JPMorgan Chase (08/01/25)
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  • Senior Trust Officer

    M&T Bank (New York, NY)
    **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
    M&T Bank (07/12/25)
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  • Wealth Management Solutions, Trust & Estates…

    JPMorgan Chase (New York, NY)
    …the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
    JPMorgan Chase (07/28/25)
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  • VP, Wealth Management Officer

    Ballston Spa National Bank (Ballston Spa, NY)
    …Management Solutions Department at BSNB! We are seeking a VP, Wealth Management Officer to work collaboratively with BSNB lines of business to identify new business ... tax strategies, and holistic wealth preservation. VP, Wealth Management Officer In this role you will: + Work with...BSNB at community events. + Manage the administrative and fiduciary functions in each of the accounts assigned. The… more
    Ballston Spa National Bank (08/01/25)
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  • Wealth Management Solutions, Trust & Estates,…

    JPMorgan Chase (New York, NY)
    …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
    JPMorgan Chase (07/25/25)
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  • Trust Investment Officer II

    NBT Bank (Syracuse, NY)
    …in this position would be working toward or have attained Accredited Fiduciary Investment Manager (AFIM) or similar designation. Physical Requirements: + Communicate ... effectively with internal and/or external customers + Stationary 75% of time or greater + Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: + Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. + Parental Leave :… more
    NBT Bank (07/22/25)
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  • Investment Officer Manager

    NBT Bank (Syracuse, NY)
    …desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in ... developing business and managing investment accounts Skills and Abilities: + Thorough knowledge of economics, markets (both equity and fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate… more
    NBT Bank (07/01/25)
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  • Executive Director (Nycers)

    City of New York (New York, NY)
    …values of excellence, respect, integrity and collaboration as the chief executive officer of NYCERS, reporting directly to the Board of Trustees. This individual ... and will be responsible for the strategic direction, operational execution, and fiduciary stewardship of the agency. - Provide strategic, operational, and … more
    City of New York (08/03/25)
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