• 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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  • Associate, Client Experience - Custom Model…

    BlackRock (New York, NY)
    …(MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as ... well as Multi-Asset Model Portfolios and investment products. **Custom Model Solutions Servicing Team Overview** The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated… more
    BlackRock (08/26/25)
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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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  • 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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  • Compliance Officer - Wealth Management…

    KeyBank (Amherst, NY)
    …The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes, ... + Minimum 3 years of wealth management related (eg - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or… more
    KeyBank (08/11/25)
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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 (08/29/25)
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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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  • Senior Compliance Officer - Fixed Income

    BMO Financial Group (New York, NY)
    …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
    BMO Financial Group (08/09/25)
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  • Compliance Officer - Consumer Complaints

    KeyBank (NY)
    …line of defense Compliance Risk Management function, the Complaint's Management Compliance Officer is responsible for helping to execute a robust and effective ... and governance committees), etc. Moreover, partnering with the LOB while balancing the fiduciary oversight role is important. This role is expected to promote an… more
    KeyBank (08/09/25)
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  • Investment Officer I

    NBT Bank (Albany, NY)
    …in this position would be working toward or have attained Accredited Fiduciary Investment Manager (AFIM) or similar designation. Tasks Performed: + 65% Administer ... trust accounts and meet with customers to update investment performance. Conduct portfolio management on all assigned accounts. + 10% Monitor the current investment climate and keep both customers and Trust Division Officers informed of any relevant changes.… more
    NBT Bank (08/29/25)
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