Wealth Management industry news covering the financial markets, trends and wealth professionals.
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When Morgan Stanley announced late last week that John Schaefer, the head of Morgan’s struggling retail brokerage unit and an ally of former CEO Phil Purcell, was stepping down, Wall Street immediately began speculating about who will be...
The big financial services players have released their second-quarter earnings, and most private client divisions didn't do as badly as analysts were expecting -- thanks, in part, to an improving equity market. Results were also helped by the...
Location State: Upper Midwest Base Salary: To 85,000 D.O.E. Position Responsibilities: High performance regional bank wishing to hire an experienced Personal Trust Officer. Will be responsible for managing fiduciary and investment oriented client...
Location City: Rockford Location State: IL Base Salary: NA Bonus & Incentives: Position Responsibilities: To start-up a personal trust department in an existing bank. Primarily developing business and getting in front of the city's centers of...
Location City: 2 in New York City Location State: NY Base Salary: 130,000 - 150,000 Bonus & Incentives: The incentive program is fee based and and against a draw which is typically waived for the first 2 quarters. Position Responsibilities...
Location: Los Angeles, CA U.S. Trust, a premier 150+ year old wealth management firm, is one of the nation's oldest and most well respected private wealth management organizations. The firm was founded on Wall Street in 1853 and today manages over...
Full-Time Location: Florham Park, NJ Reply to: [email protected] Minimum Job Requirements: 2-3 years financial services experienced preferred, trust experience required Apparent or demonstrated ability to work in a high/ultra high net worth...
Full-Time Location: Boca Raton, FL Reply to: [email protected] Minimum Job Requirements: Ten or more years of financial services experience preferred. Estate settlement and trust experience required. Five years of supervisory experience...
Prominent NJ based law firm has an opening for a Trusts & Estates Legal Assistant. Qualified candidates must have a 4 year college degree and at least 5 years of experience in general trust and estate administration. Strong computer skills as well...