Current jobs related to Wealth Management Solutions, Trust - new york city - JP Morgan Chase
-
Senior Wealth Management Professional
5 days ago
New York, New York, United States Altfest Personal Wealth Management Full timeJoin Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...
-
New York, United States Jefferson Wells Full timeAt Jefferson Wells, we are searching for an Internal Auditor for Wealth Management and Trust is responsible for evaluating and enhancing the effectiveness of governance, risk management, and internal control processes within a financial institution's wealth management and trust operations. This role ensures compliance with regulatory standards, identifies...
-
New York, United States Experis Full timeAt Jefferson Wells, we are searching for an Internal Auditor for Wealth Management and Trust is responsible for evaluating and enhancing the effectiveness of governance, risk management, and internal control processes within a financial institution's wealth management and trust operations. This role ensures compliance with regulatory standards, identifies...
-
New York, NY, United States Experis Full timeAt Jefferson Wells, we are searching for an Internal Auditor for Wealth Management and Trust is responsible for evaluating and enhancing the effectiveness of governance, risk management, and internal control processes within a financial institution's wealth management and trust operations. This role ensures compliance with regulatory standards, identifies...
-
Wealth Management Expert
6 days ago
New York, New York, United States Dynamic Wealth Strategies Inc Full timeJob Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...
-
Wealth Management Client Associate
3 weeks ago
New York, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Wealth Management Client Associate
3 weeks ago
New York, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Wealth Management Solutions Consultant
4 days ago
New York, New York, United States iCapital Full timeAbout the OpportunityiCapital is looking for a seasoned Business Development executive to drive growth and expansion in the US wealth channel.The successful candidate will be responsible for developing and executing a business strategy to acquire new enterprise clients and expand existing relationships with Wealth Managers, Family Offices, and high net worth...
-
Wealth Management Solutions Consultant
1 week ago
New York, New York, United States iCapital Full timeAbout iCapitaliCapital is a pioneering fintech company that empowers the world's alternative investment marketplace. Our transformative financial technology platform has enabled advisors and wealth managers to discover bespoke public and private market strategies for their high-net-worth clients. With approximately $200 billion in global client assets...
-
Wealth Management Advisor
5 days ago
League City, Texas, United States Atria Wealth Solutions Full timeJob DescriptionAtria Wealth Solutions is seeking a skilled Financial Advisor to provide investment services to our clients in the Galveston, League City, and Houston areas. As a member of our team, you will be responsible for developing and maintaining strong relationships with clients, understanding their financial objectives, and providing tailored...
-
Wealth Management Professional
4 days ago
New York, New York, United States BakerAvenue Full timeAbout BakerAvenueBakerAvenue is a San Francisco-based wealth management firm serving high-net-worth individuals, families, trusts, foundations, and endowments since 2004.We strive to make a positive impact on society alongside financial return, with a focus on community, excellence, trust, and inclusion.Our award-winning culture has earned us recognition...
-
New York, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Wealth Management Leader
1 week ago
New York, New York, United States Citigroup, Inc. Full timeJob Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...
-
Wealth Management Professional
6 days ago
New York, New York, United States Dynamic Wealth Strategies Inc Full timeJob Summary:Dynamic Wealth Strategies Inc is seeking a highly motivated Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients achieve their financial goals.Estimated Salary: $90,000 - $140,000 per yearAbout the Role:In this role, you will...
-
Wealth Management Associate
4 weeks ago
New York, New York, United States Transcend Practice Management Full timeCompany OverviewTranscend Practice Management is a premier independent wealth management firm specializing in serving high-net-worth families, foundations, and trusts.Salary and BenefitsWe offer a competitive salary of $100K - $120K per year, along with benefits that include a monthly MTA pass and opportunities for career growth and professional...
-
Wealth Management Expert
4 days ago
New York, New York, United States Lee, Nolan & Koroghlian, LLC Full timeJoin Our Team of Forward-Thinking Professionals">At Lee, Nolan & Koroghlian, LLC, we believe in building long-term relationships with our partners based on trust, respect, and open communication.Salary: $150,000 - $220,000 per year (estimated)Job Description">We are seeking a highly motivated and experienced Financial Advisor to join our team of...
-
Wealth Management Specialist
5 days ago
New York, New York, United States Citigroup, Inc. Full time**Responsibilities**We are seeking a skilled Wealth Management Specialist to join our team at Citigroup, Inc. in New York City. This role offers an exciting opportunity for a professional with extensive experience in Private Banking and a strong track record in relationship selling.As a Wealth Management Specialist, you will be responsible for establishing...
-
J.P. Morgan Wealth Management
3 weeks ago
New York, United States JPMorganChase Full time $66,500 - $100,000JOB DESCRIPTION Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across...
-
J.P. Morgan Wealth Management
3 weeks ago
New York, United States JPMorganChase Full time $66,500 - $100,000JOB DESCRIPTION Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across...
-
Wealth Management Professional
7 days ago
New York, New York, United States Transcend Practice Management Full timeJob OverviewTranscend Practice Management is seeking an experienced Wealth Management Professional to join our team. As a key member of our wealth management team, you will play a vital role in delivering exceptional client experiences and driving business growth. Our team is committed to providing high-quality, high-touch experiences to our clients, and we...
Wealth Management Solutions, Trust
1 month ago
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.Job Summary: As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust. You will assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and outside intermediaries. This role provides an opportunity to work with a diverse team and engage in problem-solving and risk management activities.Job Responsibilities:Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations.Interpret and apply the terms of the governing trust instrument to identify the individuals entitled to the funds.Determine the appropriate form of settlement to adequately protect the Bank, including the review of legal documents and accountings. Work with internal and/or trust counsel to resolve any legal issues that may arise.Communicate with interested parties. Address questions raised by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen.Work with remaindermen on any planning issues that may arise.Identify and avoid or minimize any unusual risk that might be incurred in connection with the terminating event consistent with applicable policies and procedures.Oversee investment decisions, including working with Investors.Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax.Identify and pursue potential cross-selling opportunities working with Trust Officers, Bankers and Investors.Participate on projects relating to Trust & Estates internal practices and procedures.Participate in other projects and assignments as needed.Required qualifications, capabilities and skills:Relevant years of trust administration or settlement experience with direct client interactionsTechnical Knowledge - strong understanding of fiduciary, legal, accounting, tax and investments conceptsProblem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgmentClient Servicing - client knowledge, gains the trust and confidence of clientsTeamwork/Personal Effectiveness - clear and concise communication, time management, adaptability, ability to delegate, coach and trainCross SellingPreferred qualifications, capabilities and skillsBachelor’s Degree and JD preferred.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Full timePosting Date: 2024-10-28
