- PNC (Louisville, KY)
- …Louisville, Cincinnati or Calabasas. Multifamily Capital Restructuring / Special Assets Manager 1. Multifamily or commercial real estate experience, preferably ... contribute to the company's success. As a Special Assets Manager within PNC's Multifamily Capital organization, you will be...conducting detailed analysis of troubled multifamily or commercial real estate loans and tax credit products such… more
- Bank of America (Dallas, TX)
- …to fiduciaries. **Desired Qualifications** : + 5+ years' experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by ... of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state...partners + Technical expertise in areas of fiduciary, planning, tax regulatory, legal and compliance + Strong ability to… more
- Wells Fargo (Dallas, TX)
- …on a 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...with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in… more
- PNC (Cherry Hill, NJ)
- …solutions for clients. + Assesses the scope and resources required for various modular tax , estate and financial plans and manages the resources for efficiency. ... to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be...- Takes personal ownership to deliver results. Empowers and trusts others in decision making. + **Develop the Best**… more
- KeyBank (Hartford, CT)
- …for all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax -related issues and works with the client and ... to determine duties and responsibilities of bank and to provide well-coordinated estate , tax and financial planning alternatives to meet client's needs… more
- 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
- Umpqua Bank (Seattle, WA)
- …client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Develop ... Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle,...management, private banking, and wealth management skills. + Intermediate estate planning, tax , advanced investment management skills.… more
- Cherry Bekaert (Montpelier, VT)
- …Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Consultant Manager to join the SFS Consulting team. We offer an opportunity to work ... experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment,...and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of potential borrowers, and… more
- NBT Bank (Syracuse, NY)
- …products. + Thorough knowledge of trust policies and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability ... degree and/or CFA designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar… more
- Banc of California (Los Angeles, CA)
- …including, but not limited to asset-based lending, term loans, and commercial real estate loans. * Performs independent credit analysis and risk assessment of new ... third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more