- Tompkins Community Bank (Rochester, NY)
- …Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning. + ... assigned market. + Ensure delivery of complete wealth management services (investments, trust , estate , and financial planning). + Coordinate with other Tompkins… more
- JPMorgan Chase (New York, NY)
- …the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are...US and local transfer tax law and local substantive trust law, with the ability to apply that knowledge… more
- City National Bank (New York, NY)
- …services and advice; banking, credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop ... in a timely manner to staff. Leadership * Create trust and demonstrates integrity. * Lead courageously. * Has...areas. * Partner closely and effectively with the Credit/Operations, Trust , Wealth Planning and Portfolio Management teams through all… more
- Chemung Canal Trust Company (Elmira, NY)
- …+ Paid time off + Employee Assistance Program and more! Job Title: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan ... section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO ... of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business delivers solutions to help meet… more
- Robert Half Legal (Rye, NY)
- …to their commercial real estate team! About: Fully-integrated equity real estate investment trust focused on the acquisition, ownership, management and ... Description Our Westchester-based real estate investment firm is seeking to add an...properties. We are looking to hire a commercial real estate attorney to support the company's real estate… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …New York University seeks a Senior Vice President for Global Real Estate , Facilities and Campus Development ("Senior Vice President" or "SVP") to lead ... and future campus-wide transformation of its over 20 million square foot real estate portfolio. This newly created position ensures that the University is actively… more
- Neuberger Berman (New York, NY)
- …opportunities with clients to provide wealth strategy services including wealth planning, trust and estate planning, philanthropic advisory and other relevant ... services that can be provided to enhance the overall client experience and help clients achieve their financial goals. **Growth/Retention:** Develop relationships with extended family members to be positioned to facilitate an orderly transition of assets as… more
- JPMorgan Chase (New York, NY)
- …exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning. You will work across teams to understand ... client goals and deliver first-class client service tailored to their unique needs. **What You Can Expect** Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to… more
- Bank of America (New York, NY)
- …Specialists across the bank to deliver appropriate solutions spanning custom lending, trust and estate planning, philanthropic services, business sales and ... beyond. **Responsibilities:** + Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst. + Strategize with those Advisors on how… more