• Risk Management - Trust…

    JPMorgan Chase (New York, NY)
    …and Trust & Estates management . **Job Responsibilities** + Own the Trust and Estate Risk framework for Global Wealth Management business in ... Bank, with 5 plus years' work experience in Trust & Estates gained within Risk Management , Compliance, Legal, Audit, or related Consulting; + Have… more
    JPMorgan Chase (03/19/25)
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  • Wealth Management , Trust…

    JPMorgan Chase (New York, NY)
    …to oversee the administration of the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
    JPMorgan Chase (03/07/25)
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  • Real Estate Asset Manager (Fiduciary…

    Wells Fargo (Princeton, NJ)
    …a moderately complex portfolio of real estate assets within wealth client management . + Assess risk and ensure compliance with banking regulations related to ... to increased revenue + Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and...develop advanced level use of software systems utilized by Trust and Real Estate Asset Management… more
    Wells Fargo (05/31/25)
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  • Tax Manager - Real Estate

    Deloitte (Morristown, NJ)
    …companies and range from tax planning to tax compliance, controversy and risk management , specialized services including research and development, government ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you… more
    Deloitte (05/22/25)
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  • Real Estate Valuations Managing Director

    Grant Thornton (Iselin, NJ)
    …and target management . + Planning, executing, directing, and completing real estate valuations for financial and corporate strategic buyers from a variety of ... energy, retail, hospitality, gaming, construction, non-profit, high-tech, and real estate . + Understanding and managing firm risk ...we believe in making business more personal and building trust into every result - for our clients and… more
    Grant Thornton (03/08/25)
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  • Senior Trust Officer

    Bank of America (New York, NY)
    …trustee is exercising discretion, managing risk , and conducting periodic trust reviews + Supports investment management accounts including the coordination ... **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and... Management + Customer and Client Focus + Risk Management + Wealth Planning + Client… more
    Bank of America (05/29/25)
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  • Senior Trust Officer

    Bank of America (New York, NY)
    …trustee is exercising discretion, managing risk , and conducting periodic trust reviews + Supports investment management accounts including the coordination ... **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and... Management + Customer and Client Focus + Risk Management + Wealth Planning + Client… more
    Bank of America (04/17/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently and escalates issues and concerns ... guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and...+ Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law + 10… more
    Truist (05/31/25)
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  • Risk and Broking Producer (P&C)

    WTW (New York, NY)
    …clients. + Develop new relationships with individuals responsible for insurance and risk management decisions. + Obtain referral leads from existing clients. ... propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline … more
    WTW (04/10/25)
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  • Audit Director, Credit Risk

    CIBC (New York, NY)
    …to a Lending and Credit Portfolio. You will develop strong relationships with our risk management business partners to obtain an understanding of the risks ... audits in areas such as Commercial Lending, Commercial Real Estate , and Credit Risk . You will be...self to work and you live our values - trust , teamwork, and accountability. California residents - your privacy… more
    CIBC (03/12/25)
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