- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both...planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax … more
- Banc of California (New York, NY)
- …staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing ... + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold...Twelve (12) or more years of credit, loan, and senior level credit risk administration experience + Banking or… more
- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- Wells Fargo (Purchase, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...(IRA) **About this role:** Wells Fargo is seeking an Estate Services Senior Manager for the Northeast… more
- Truist (New York, NY)
- …to achieve strategic goals. 7. Facilitate and drive project meetings with senior business leaders and client, product, business partner SMEs. 8. Develop, guide, ... events, and technology. 13. Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect. 14. May… more
- Wells Fargo (New York, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells… more
- NYS Housing Trust Fund Corporation (New York, NY)
- …subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various ... Asset Management Unit (SAMU), including - but not limited to - Housing Trust Fund Corporation (HTFC) programs, LIHTC, HOME, Office of Community Renewal (OCR)… more
- KeyBank (Tarrytown, NY)
- …as necessary to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the ... net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** -… more
- Ryder System (Albany, NY)
- …here (http://ryder.com/job-applicant-privacy-policy) ._ **Job Description** : **Summary** The Senior Manager Environmental Engineering is responsible for ensuring ... guidelines while also securing maximum benefit and recovery from State Trust Fund Reimbursement programs. **Essential Functions** + Business Growth and Cost… more
- Grant Thornton (New York, NY)
- As a Fund Accounting Senior Associate, you will be responsible for the preparation, analysis and reporting of investment and fund NAV/performance. As an integral ... of private funds (hedge, private equity, private debt, real estate etc.). You will work collaboratively with internal partners...we believe in making business more personal and building trust into every result - for our clients and… more
