- 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 for… 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 ... you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible...experience + Five or more years of experience in Wealth Management private banking and/or senior level financial services… 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 (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
- Arrow Financial Corporation (Glens Falls, NY)
- The Arrow Financial Corporation is seeking a leader for our company's Wealth Management Division! This role is a great fit for someone with a strong understanding of ... investment products, portfolio management, wealth planning and risk management; proven leadership skills and...and develop group's talent and expertise. Manage, coach, and counsel staff to meet department goals and achieve performance… more
- Morgan Stanley (Purchase, NY)
- Background on the Position: Morgan Stanley Wealth Management's Legal and Compliance Division is seeking to hire a Vice President to join a team providing legal ... coverage for Wealth Management's retail products and services. Specifically, the attorney...with counterparties at external financial services firms and outside counsel . Primary Responsibilities: The following is an illustrative, non-exhaustive… more
- Bank of America (Chicago, IL)
- Private Wealth Market Client Relationship Manager Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... the power to make a difference. Join us! **Job Description:** The **Private Wealth Market Client Relationship Manager** (PWCRM) is a direct report to the Private… 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
- First Horizon Bank (Birmingham, AL)
- …testing, modification, troubleshooting and maintenance of applications used within the Wealth Management Business. Works independently with little supervision and a ... responsibility. This position will be a member of the Wealth Management Agile team and may be asked to...and associates unlock their full potential with capital and counsel . With $81.7 billion in assets as of December… more
- JPMorgan Chase (Chicago, IL)
- …and sound manner. As a Private Bank Lending Attorney - Vice President, Assistant General Counsel in our Private Bank Credit Legal team, you will be part of a team ... and underwriters, and loan operations partners, with respect to commercial and wealth management lending transactions. You will leverage your legal knowledge to help… more
- Citigroup (Bronxville, 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 ... 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
- US Bank (Irvine, CA)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and ... relationships with high income/high net worth private banking clients. Provides advice, counsel , and high level customer service to meet the financial needs of… more
- Comerica (Dallas, TX)
- Corporate and Fiduciary Counsel The Corporate and Fiduciary Counsel is responsible for providing in-house legal support in connection with (i) fiduciary matters ... arising within Wealth Management (WM), particularly within Institutional Trust and (ii)...Independently researches applicable law and engages and oversees outside counsel as required. * Follows proposed and new legislation… more
- Athene (West Des Moines, IA)
- …We're ready to help you achieve more. Purpose: We are seeking a Senior Counsel to join Athene's retail legal team and provide high value, comprehensive, accurate and ... retail annuity and private placement annuity business. The Senior Counsel will work directly with Athene's retail annuity and...will work directly with Athene's retail annuity and global wealth teams, as well as colleagues throughout the legal… more
- US Bank (Woodland Hills, CA)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice ... of experience in high and ultra high net worth client wealth management activities **Preferred Skills/Experience** - Excellent relationship management, networking… more
- Morgan Stanley (Alpharetta, GA)
- Morgan Stanley is seeking an attorney to provide advice and counsel on a wide range of business-to-business commercial matters for its industry-leading share plan ... bank entities to ensure that all necessary support, issue spotting, and advice and counsel are made available to the share plan business Provide practical legal … more
- Citigroup (New York, NY)
- …seeking a highly motivated attorney to join its Legal Department as a Senior Lead Counsel 2 in the Bank Regulatory Legal ("BRL") Group. In this role, this attorney ... the Markets, Services, Banking and International, Personal Banking & Wealth Management and Legacy Franchises businesses. The BRL Group...policy issues with US bank regulators. The Senior Lead Counsel 2 in Bank Regulatory Legal is a senior… more
- JPMorgan Chase (Rochester, NY)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... account administration. + 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
- Citigroup (O'Fallon, MO)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and… more
- First Horizon Bank (Metairie, LA)
- …: On site at location listed in job posting. **Summary** The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through ... and associates unlock their full potential with capital and counsel . With $81.7 billion in assets as of December...We do this by elevating equity, providing capital and counsel , and committing to excellence in everything we do.… more