Senior Estate Planner - New York, NY

As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, · and charitable giving. The role focuses on working ...

The Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. · ...

+We are a small but prominent real estate development company based in New York City. · With a strong commitment to excellence and innovation, · we take pride in transforming urban landscapes and creating spaces that enhance communities. · ...

We are a small but prominent real estate development company based in New York City... · ...

We are a small but prominent real estate development company based in New York City. · Provide comprehensive administrative support to the project manager in overseeing various real estate development projects. · Coordinate project timelines, schedules, and deliverables to ensure ...

We are looking for highly flexible individuals who excel in both business development and relationship management. · This position requires an exceptionally motivated passionate individual who is driven to be successful. · ...

A leading private wealth management firm seeks an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net-worth clients. · ...

We are seeking a Trust and Estate Administration Paralegal to join our team in New Jersey, New York or Florida Offices. · ...

We are seeking an experienced Trusts & Estates Administration Paralegal with 5+ years of experience to join our growing team in our New Jersey, New York, or Florida offices. · Responsibilities include:Managing all phases of estate and trust administration from inception through d ...

We seek an experienced paralegal to join our team in New Jersey, New York or Florida offices. · Handle all phases of estate and trust administration. · ...

As an Events Planner you will serve as the primary point of contact for the planning and execution of small to medium sized client meetings events and conferences. · ...

The Neuberger Berman Estate and Wealth Planning Group is responsible for constructing and delivering estate planning advice to high-net-worth clients.Working in conjunction with wealth advisors and portfolio managers, · Sepiorwealthplannermustbuildrelationshipswithinternalpartner ...

We are seeking an experienced Trust and Estate Administration Paralegal to join our New Jersey office. · Managing all aspects of estate and trust administration from inception through closing · Preparing and filing probate documents · ...

We are seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of our New Jersey, New York, or Florida Offices. · Handling all phases of estate and trust administration; · Extensive communication with clients; · Preparation of f ...

We are seeking a Trust & Estates Administration Paralegal to manage all phases of estate and trust administration, including probate processes. The ideal candidate will have 5+ years of experience in trust & estate administration and strong knowledge of probate, tax filings, and ...

Lead transformational occupancy excellence as a Regional Occupancy Planning Manager with JLL, where you'll oversee occupancy planning within a specific region while managing a high-performing team of occupancy planners as a key player in redefining space and ensuring alignment wi ...

We are seeking professionals with 5+ years of experience in estate and trust administration to contribute to our New Jersey, New York, or Florida offices. · ...

The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services. · ...

We are seeking an experienced Trusts & Estates Administration Paralegal with 5+ years of experience to join our growing team in our New Jersey, New York, or Florida offices. · ...

The Neuberger Berman Estate and Wealth Planning Group is responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm. · Constructing and formulating client wealth planning analyses focusing on retirement ca ...