- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and ... fiduciary operations. This role works with executive management within...relationship management. The position requires a deep understanding of fiduciary law, risk management, regulatory compliance, and investment oversight.… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- City National Bank (New York, NY)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB")… more
- CIBC (New York, NY)
- …maintain a strong partnership with Relationship Managers, Business Development Officers, Fiduciary colleagues and other members of Private Wealth. Work with external ... working at a corporate trustee, preferred + Experience as a Trust Officer with familiarity with Trust Accounting systems, preferred + Developed people management… more
- BlackRock (New York, NY)
- …(MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as ... well as Multi-Asset Model Portfolios and investment products. **Custom Model Solutions Servicing Team Overview** The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated… more
- JPMorgan Chase (New York, NY)
- …the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- KeyBank (Rochester, NY)
- **Location:** 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet ... disciplined, consistent and comprehensive approach + Maintains deep expertise in fiduciary , investment, tax, and other related wealth issues and employs sound… more
- KeyBank (Amherst, NY)
- …at different salary grade levels depending on requirements.** **Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for all pre-closing and ... internal compliance applications in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Identify and resolve issues… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- Bank of America (New York, NY)
- Senior Philanthropic Officer (SPO) Providence, Rhode Island;Waltham, Massachusetts; New York, New York; East Hartford, Connecticut **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Providence/Senior-Philanthropic- Officer --SPO-\_25041780-2) **Job Description:** At Bank of America, we are… more