• Sr Mgr, General

    Brookfield Properties (Newark, DE)
    …Agreement (REA) obligations and partnerships with adjacent property owners. + Assist the Real Estate Tax team in developing proactive tax strategies. + ... in Chicago, IL, GGP is a leading retail real estate company with a portfolio of 110 high-performing retail...to apply. Job Description Position Summary The Senior General Manager inspires and leads the property team and collaborates… more
    Brookfield Properties (12/10/25)
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  • VP, Underwriter- HOA Lending

    Banc of California (Los Angeles, CA)
    …requests within various types of lending to businesses within C&I, investor real estate , and other specialty types of industries with primary emphasis on HOA loans. ... credit may include asset-based lending, term loans, commercial real estate loans, bridge loans, guidance lines, buy and sell...flow calculations over multiple years, as well as analyzing tax returns, financial statements, and be able to perform… more
    Banc of California (11/12/25)
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  • Fiduciary Director

    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...Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple… more
    Wells Fargo (12/24/25)
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  • Wealth Strategist

    Bank of America (Houston, TX)
    …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly...planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7… more
    Bank of America (12/22/25)
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  • AVP, Senior Loan Administrator

    Banc of California (San Luis Obispo, CA)
    …and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely ... as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. + Prepare lenders instruction...not limited to filing of UCC1 and ordering of Tax Service Contracts. + Perform all post-closing follow up… more
    Banc of California (12/20/25)
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  • Sr Wealth Advisor

    UMB Bank (Dubuque, IA)
    …Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth ... estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers assigned to the practice....operational best practices. + You have knowledge of investment, tax , estate planning and transfer of wealth… more
    UMB Bank (10/18/25)
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  • JP Morgan Wealth Management - Vice President…

    JPMorgan Chase (Los Angeles, CA)
    …to better serve their needs + Engage with clients in financial planning, basic tax , trust and estate planning, retirement, educational, and philanthropic ... general investment matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can… more
    JPMorgan Chase (12/14/25)
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  • Senior Wealth Advisor

    Vanguard (Charlotte, NC)
    …needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage ... trusts, both as an investment manager and when Vanguard serves as corporate trustee, in...of business management and relationship management. + Experience applying trust and estate planning knowledge to help… more
    Vanguard (12/17/25)
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  • Asst Deputy City Register

    City of New York (New York, NY)
    Job Description IMPORTANT NOTE: ONLY CANDIDATES WHO HAVE A PERMANENT ADMINISTRATIVE MANAGER CIVIL SERVICE TITLE OR ARE REACHABLE ON THE CURRENT PROMOTIONAL EXAM NO. ... (EIN) AND INDICATE WHETHER YOU ARE A PERMANENT ADMINISTRATIVE MANAGER OR PROVIDE YOUR LIST NUMBER WHEN APPLYING. NYC...Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and… more
    City of New York (01/03/26)
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  • Key Private Bank Senior Portfolio Strategist

    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 ... Relationship Manager and/or Client Experience Manager regarding important/critical...book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client… more
    KeyBank (11/24/25)
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