- BlackRock (New York, NY)
- …areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + Retirement ... and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set... advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or… more
- JPMorgan Chase (New York, NY)
- …As a Private Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote ... capabilities and skills:** + 10+ years of strong marketing experience in asset management , or wealth management industry + Experience in marketing… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...to all. The Business Unit Manager is a senior management -level position in the Enterprise Data Office (EDO) Business… more
- KeyBank (New York, NY)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as… more
- Citigroup (Queens, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. It serves… more
- Citigroup (New York, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. It serves… more
- TD Bank (Melville, NY)
- …administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization + Maintains various ... exceptional client experience + Leverages and coordinates specialists (Taxes, Trust and Estate ) to provide interdisciplinary expertise...necessary; acts as a specialist resource to support all wealth management areas + Keeps others on… more
- Wells Fargo (Purchase, NY)
- …as they relate to Special Needs Trust administration + Experience in wealth management with high-net-worth clients of at least five million dollars **Job ... a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts...provide personalized advice and wealth and asset management services, including: * Personal trust services… more
- JPMorgan Chase (New York, NY)
- …Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate planning. ... to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in… more
- JPMorgan Chase (New York, NY)
- …Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate planning. ... client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers,… more