- Insight Global (Cleveland, OH)
- Job Description Day to Day: Insight Global is seeking a Director of Trust and Estates , Wealth Strategist within the Financial Planning Group for one of ... of a collaborative team providing their expertise in strategic wealth planning to support the Managing Director ... wealth planning strategies. Serve as SME in estate and trust planning, advanced estate… more
- JPMorgan Chase (New York, NY)
- …, and we have been specifically recognized for our succession planning, advice and trust services. The Global Trusts & Estates Practice is an integral part ... Develop, retain and deepen trust account relationships. New Business + Partnering with Wealth Advisors with respect to the vetting and pricing of new trust … more
- JPMorgan Chase (New York, NY)
- …As a Risk Management - Investment Risk & Analytics - Trust and Estates Fiduciary Risk Executive Director within the IR&A's Client Risk team, you will ... Trust & Estates management. **Job Responsibilities** + Own the Trust and Estate Risk framework for Global Wealth Management business in accordance… more
- Charles Schwab (Westlake, TX)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... is to work through client's sophisticated needs in Tax, Trust , and Estates that among other things...estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in… more
- JPMorgan Chase (San Francisco, CA)
- …UHNW individuals and institutions. + A sound knowledge base of investing, trust and estates , financial planning, insurance, alternative investments, tax ... The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver trust… more
- Truist (Philadelphia, PA)
- …of wealth products and services (financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and ... and general retail banking services) through the coordination of Wealth Advisors and partners such as Trust ...offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of… more
- Zions Bancorporation (Midvale, UT)
- …Western United States. Essential Functions: We are seeking a dynamic and experienced Marketing Director - Wealth Management to join our team and drive our ... candidate will have expertise in high-net-worth customer needs, financial products (investment, trust , estate planning), and regulatory bodies like FINRA. They… more
- KeyBank (Tarrytown, NY)
- …the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director , Wealth Consultant, Regional Planning Strategist, and Relationship ... New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with...review and proactive contact + Establish a level of trust and confidence with Family Wealth clients… more
- Citigroup (San Francisco, CA)
- …and risk mitigation strategies, governance, next-generation preparation, succession as well as trust and estate and cross-border matters. + Own content and ... Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product… more
- BMO Financial Group (Chicago, IL)
- …as a client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration ... internal policies. While the primary focus is on technical trust administration, the Director will also support...needs. Business Development & Growth: * Collaborate with internal wealth management, private banking, and estate planning… more