- 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
- 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
- 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
- Neuberger Berman (New York, NY)
- …This role will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust ... the "Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth… more
- Research Foundation CUNY (New York, NY)
- …for Facility Planning, Construction and Management and serves as the Chief Financial Officer for its programs. This position may also serve as Deputy Executive ... of capital and operating budgets. + Ability to function as a fiduciary . Application Review: Review of applications will commence on September 25, 2025.Closing… more
- Citigroup (Queens, NY)
- …+ Performs other duties and functions as assigned by the Chief Investment Officer (CIO), including reporting requirements on Risk, Compliance, Finance and Audit + ... US Pension and 401(k) plans + Monitor funds closely, as part of the fiduciary responsibility, that have not performed as expected or engaged in activities that are… more