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Manhattan Trusts And Estates Attorney Jobs in In-House

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SPONSORED JOB
Company
Goldman Sachs Group, Inc
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Jan 05,19
Info Source
Total Views
24
IMD, PWM, Trust Services, West Coast Marketing Officer – Vice President Responsibilities and qualifications: Represent the GSTC on the West Coast; Work closely with PWM professionals from the Los Angeles, San Francisco and Seattle offices on GSTC business solicitation and development. Coordinate client management with the PWA (the primary relationship manager); Interpret and understand trust and related documents, using senior staff, internal and external counsel as nece... read more
SPONSORED JOB
Company
U.S. Trust
Experience
Min 1 yrs required
Location
Florham Park, NJ
Posted Date
Jan 08,19
Info Source
Total Views
10
Trust Administrative Officer II The candidate will be responsible for initially performing core service support and fulfillment activities to meet the firm’s client needs and expectations. Trust product expert who acts as an administrative support resource but can also over time serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. Provides criti... read more
Company
In-House
Experience
7-10 yrs required
Location
New York City, NY
Posted Date
Jan 12, 19
Info Source
Employer
Total Views
64
Estate and Trust Tax Manager The candidate will prepare and review complex gift, estate and fiduciary income tax returns, including related schedules and forms. Preparation and review of fiduciary accountings for estates and trusts. Provide tax planning and consulting to our firm’s high net worth clients for estate and individual income taxes. Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey oblig... read more
Company
In-House
Experience
Min 4 yrs required
Location
New York City, NY
Posted Date
Jan 11, 19
Info Source
Employer
Total Views
8
Fiduciary Attorney The candidate will be responsible for providing day-to-day legal advice and support for legal issues and risks that arise in the WM division, including strategic projects, new and existing WM products and services, WM marketing pieces, WM procedures and forms and WM client agreements and disclosures. Serving as Private Banking's primary contact in Legal Department for all legal issues with respect to consumer and commercial lending transactions and depos... read more
Company
In-House, Withum Smith+Brown, PC
Experience
7-10 yrs required
Location
Whippany, NJ
Posted Date
Jan 12, 19
Info Source
Employer
Total Views
31
Estate and Trust Tax Manager The candidate will prepare and review complex gift, estate and fiduciary income tax returns, including related schedules and forms. Preparation and review of fiduciary accountings for estates and trusts. Provide tax planning and consulting to our firm’s high net worth clients for estate and individual income taxes. Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey oblig... read more
Company
In-House, U.S. Trust
Experience
Min 12 yrs required
Location
Glen Rock, NJ
Posted Date
Jan 20, 19
Info Source
Employer
Total Views
34
Private Client Advisor II The candidate will act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the clients experience. Leverage ... read more
Company
In-House
Experience
Min 3 yrs required
Location
New York City, NY
Posted Date
Jan 20, 19
Info Source
Employer
Total Views
6
Senior Wealth Management Associate The candidate will assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. Develop customized asset allocation strategies and investment solutions for clients. Provide support for client relationship building and business development activities. Perform business analytics as needed to support financial advisors in the growth of the business. Analyze and interpre... read more
Company
In-House
Experience
Min 6 yrs required
Location
New York City, NY
Posted Date
Jan 22, 19
Info Source
Employer
Total Views
6
Wealth Management - Private Bank - Client Advisor - Vice President/Executive Director The candidate will be responsible for advising families on building, preserving and managing their wealth. Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client... read more
Company
In-House
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Jan 17, 19
Info Source
Employer
Total Views
23
Trust Counsel Duties: Reporting to and under the general supervision of the Director of Trust & Estate Services, provides an advanced level of service internally and externally. Provide existing clients with holistic review of estate and wealth transfer plan and provide guidance accordingly in connection with team and outside advisors. Collaborate with market teams in order to provide clients with breadth of firm’s offerings. Represent the firm in the industry throu... read more
Company
In-House
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Jan 22, 19
Info Source
Employer
Total Views
17
Director, UHNW Tax & Estate Planning Specialist (Attorney) The candidate is a newly formed role, and as a senior member of the FOR team, will primarily be responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for Family Office Resources (FOR). Managing the end-to-end advisor and client experience of FOR Resources. Coordinating comprehensive and integrated planning across tea... read more
Company
In-House
Experience
Min 7 yrs required
Location
New York City, NY
Posted Date
Jan 11, 19
Info Source
Employer
Total Views
12
Senior Private Client Advisor The candidate focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families including to: investment management, trust, credit, planning, insurance, and banking services. Serves as mentor for a small group of private client advisors and exercise... read more
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