- 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
- 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
- Citigroup (New York, NY)
- Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and ... and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work… 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
- Iowa Department of Administrative Services (Des Moines, IA)
- Legal Counsel Print (https://www.governmentjobs.com/careers/iowa/jobs/newprint/4496257) Apply Legal Counsel Salary $68,764.80 - $105,872.00 Annually Location ... Authority (IFA) is seeking a dedicated and experienced Legal Counsel to join our team. As Legal Counsel...The Iowa Finance Authority has grown to provide a wealth of resources for Iowans, including low-cost water quality… 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
- Wells Fargo (St. Louis, MO)
- …Department is seeking an attorney to join the Legal team supporting the Wealth & Investment Management ("WIM") advisory business. This Associate Counsel will ... lines and distribution channels. The candidate will provide legal counsel on all aspects of the Core and Custom...capital lending. The position will report to the Managing Counsel of the Core and Custom Lending Team, part… 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
- 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 (Brentwood, TN)
- …: On site at location listed in the job posting. **Summary** The Wealth Management Client Sales 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
- First Horizon Bank (Jackson, TN)
- …: On site at location listed in job posting. **Summary** The Wealth Management Client Coordinator 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
- JPMorgan Chase (Columbus, OH)
- …Finance, Home Lending, Business Banking, Card Services, Consumer Banking, JPMorgan Wealth Management and associated operations. Reg Ops Legal leads significant ... Tax. As a Consumer Regulatory Operations Attorney - Vice President, Assistant General Counsel on the Regulatory Operations Legal team, you will focus on regulatory… more
- JPMorgan Chase (Plano, TX)
- …Finance, Home Lending, Business Banking, Card Services, Consumer Banking, JPMorgan Wealth Management and associated operations. As the Assistant General Counsel ... of the successful candidate, the job title will be Vice President, Assistant General Counsel . The Legal Department at JPMorgan Chase & Co. manages legal and other… more
- Citigroup (New York, NY)
- …seeking a highly motivated attorney to join its Legal Department as an Associate General Counsel - C15 in its Bank Regulatory Legal ("BRL") Group. In this role, this ... as well as the Markets, Services, Banking and International, Personal Banking & Wealth Management and Legacy Franchises businesses. The BRL Group is a trusted… more