- Fidelity TalentSource LLC (Smithfield, RI)
- …RoleThe Compliance Director position is a senior role within the Wealth and Brokerage (W&B) Compliance team, responsible for providing compliance leadership ... and counsel on regulatory and compliance requirements related to the...supporting a wide array of investors with services including wealth management, retirement planning, active trading and brokerage services,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top ... determine contracts' criticality. Facilitate review with internal and or external counsel , if necessary. Multitask contractual reviews and prioritize based on… more
- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with ... respect to the Private Wealth business. The ideal candidate will have experience in...business. The ideal candidate will have experience in private wealth legal and compliance issues, possess excellent organizational skills… more
- JPMorgan Chase (New York, NY)
- … Management Financial Products and Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide ... By joining the US Wealth Management Legal Department and supporting its associated...is based or otherwise in compliance with the in-house counsel registration rules of that state/jurisdiction. + All candidates… more
- JPMorgan Chase (San Francisco, CA)
- …objectives of each client. The Client Specialist provides high level advice and counsel , offers attractive wealth management solutions, and delivers a high level ... Client Specialist with bankers, prospects, and clients. + Deliver initial wealth management counsel to prospects based on their specific situation. + Recommend… more
- US Bank (Cape Girardeau, MO)
- …through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by ... and committed to our clients and employees.** **U.S. Bank Wealth Management is uniquely positioned for growth and are...you to grow and build a rewarding career.** The Wealth Management Banker in the affluent segment is responsible… more
- US Bank (Dublin, OH)
- …through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by ... you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible...experience - Seven or more years of experience in Wealth Management private banking - Series 6-63 or Series… more
- Commerce Bank (Kansas City, MO)
- …provide support to advisors and trust professionals on estate planning, tax and wealth management issues. Trust Counsel is expected to support the responsible ... forms such as sales/listing agreements, trust acceptance/resignation/declination + Provide counsel on all matters relating to fiduciary duties and discretion… more
- Robert Half Legal (Worcester, MA)
- …+ Experience with either/both: Elder Law Planning and/or Tax Planning. + Software: Elder Counsel and Wealth Counsel Robert Half is the world's first ... and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal,… more
- Robert Half Legal (Los Angeles, CA)
- …gift tax returns, and estate tax returns + Experience with GEMS, Lacerte, Lackner, Wealth Counsel , or similar programs is strongly preferred + A bachelor's ... + 5+ years of transactional law experience + Tax, estate planning, wealth transfer, and/or probate administration experience + Experience drafting estate planning… more
- Bank of America (Chicago, IL)
- Private Wealth Market Client Relationship Manager Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Los Angeles, CA)
- Private Wealth Market Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Associate General Counsel Job Profile Title Associate General Counsel Job Description Summary Collaborates with Senior Counsel in management of all… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Greenwich, CT)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Enterprise Mobility (St. Louis, MO)
- …new corporate transactions leadership position - **Vice President and Associate General Counsel .** This individual will have the opportunity to develop and implement ... ways to support the company's growth initiatives. The Vice President and Associate General Counsel has the opportunity to help build and lead a new practice area… more
- Citigroup (New York, NY)
- …Legal team. Investigations Legal supports Citi's Banking, Markets, Services and Wealth businesses including corporate and investment banking, the commercial bank, ... work closely with colleagues in Product Litigation - Banking, Markets, Services and Wealth , as well as lawyers from around the globe on cross-border and… more
- JPMorgan Chase (Newark, DE)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... operational issues. + Work with Tax Officers and trust counsel to resolve tax issues + Assist the Trust...relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow… more
- US Bank (San Jose, CA)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice ... strong and stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making significant… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant General Counsel Job Profile Title Assistant General Counsel Job Description Summary Provide support for The School of Medicine and other… more
