- JPMorgan Chase (Fort Worth, TX)
- …to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust ... Join our team as a Trust & Estate Operations Insurance Officer, where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance… more
- Wells Fargo (Austin, TX)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Wells Fargo (Dallas, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...with confidence. WIM is also a leading provider of trust and fiduciary services, including a number… more
- Comerica (Austin, TX)
- …for Ultra High Net Worth (UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our ... Job Description Trust Advisor IV - Ultra High Net WorthOur...related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners.… more
- Cushman & Wakefield (San Antonio, TX)
- **Job Title** Director, Trust Asset **Job Description Summary** The Trust Asset Director will oversee and support Trust Asset Managers in managing portfolios ... and directly managing a portfolio of assets. Additionally, the Trust Asset Director will play a pivotal role in...compliance requirements as applicable to the assigned ranch real estate portfolio in addition to managing a portfolio of… more
- JPMorgan Chase (Dallas, TX)
- …on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and ... JP Morgan's Global Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and… more
- Deloitte (Dallas, TX)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (Dallas, TX)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- PNC (Houston, TX)
- …for developing client solutions and strategies, including lending, investment management, estate /retirement planning and trust administration. PNC Private Bank ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more