- Fidelity TalentSource LLC (Smithfield, RI)
- …and state blue sky issues The Purpose of Your Role You will provide counsel to the private wealth management and institutional distribution arm for Fidelity ... with relevant experience.Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non… more
- Carson LLP (Fort Wayne, IN)
- …play a pivotal role in shaping our culture here at Carson Law. Their wealth of experience assists us in honing our skills and expertise, while also contributing ... planning and administration matters, with a focus on providing comprehensive legal counsel to clients in managing their estates. This individual should demonstrate… more
- WSFS Bank (Wilmington, DE)
- …advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a Top ... determine contracts' criticalityFacilitate review with internal and or external counsel , if necessaryMultitask contractual reviews and prioritize based on inherent… more
- Carson LLP (Fort Wayne, IN)
- …play a pivotal role in shaping our culture here at Carson Law. Their wealth of experience assists us in honing our skills and expertise, while also contributing ... employment law matters, with a focus on providing comprehensive legal counsel to employers. This individual should demonstrate exceptional analytical abilities,… more
- Galapagos Federal Systems, LLC (Albuquerque, NM)
- …individuals. The ideal candidate will show technical ability and a wealth of experience in designing and constructing large-scale industrial facilities, overseeing ... refines project requirements from inception to fruition.Provides invaluable strategic counsel , technical expertise, and guidance to program and project… 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 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
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