• Special Needs Trust Manager…

    Wells Fargo (Purchase, NY)
    …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
    Wells Fargo (08/29/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
    KeyBank (08/21/25)
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  • Fiduciary Officer

    Neuberger Berman (New York, NY)
    …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... and good working knowledge of estate, gift, and GST tax and fiduciary income tax ....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
    Neuberger Berman (07/31/25)
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  • Trust Advisor II - Personal Fiduciary…

    Comerica (New York, NY)
    …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
    Comerica (07/19/25)
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  • Wealth Management Solutions, Private Foundation…

    JPMorgan Chase (New York, NY)
    **Job Posting: Grants Manager - Private Foundations Services Team** **About Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners with ... foundation principals and decision-makers to preserve favorable tax status and manage administrative responsibilities. Our team, with decades of experience in… more
    JPMorgan Chase (08/02/25)
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  • Trust Administrator II

    Comerica (New York, NY)
    …training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or ... Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate… more
    Comerica (08/12/25)
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