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Client Success Manager
The candidate will provide account management to service law firms, corporations, and law schools in a defined geographic area. Expand and position company’s comprehensive legal and business intelligence platforms, including Bloomberg Law, by participating in all stages of the customer lifecycle – pre-sale demonstrations, managed trials, onboarding, ongoing retention activities, and an assist on the renewal of accounts. Also, this individual will... read more
International Tax Senior Consultant
Responsibilities: Work within a National Tax Services team. Experienced in working in a variety of industries. Tax consulting in a professional environment for the effective diagnosis, solution, development and implementation of tax solutions. Working with tax professionals domestically and internationally. Drafting and assisting in the delivery of client deliverables. Developing, motivating and engaging staff. Quantitative analysis. U.... read more
International Tax Managing Consultant
Responsibilities: Work within a National Tax Services team. Experienced in working in a variety of industries. Tax consulting in a professional environment for the effective diagnosis, solution, development and implementation of tax solutions. Working with tax professionals domestically and internationally. Drafting and assisting in the delivery of client deliverables. Developing, motivating and engaging staff. Quantitative analysis.... read more
Under general oversight, the candidate will have responsibility to provide subject matter expertise health system operations, support to community-level committees or task forces, management of due diligence or transaction documentation, and some oversight of Staff Attorneys. Functional areas include a broad range of health law areas affecting company’s services and operations with focus on clinical trial research agreements, hospital operational suppor...
Senior Site Acquisition Specialist
Duties: Prepares leases or other real estate agreements for complex projects. Directs or supervises outside vendor partners, environmental engineers, architectural & engineering firms, engineers and drafting technicians, title search firms and others to ensure transactions close within defined timeframes. Identify potential risk scenarios. Drafts and proofs recordable transaction documents, leases, easements , etc. for legal department re...
Private Wealth Advisor Director
Duties: Act as the primary point of contact for the prospect and client relationship. Will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the BMO share of wallet. Will demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the client’s specific nee...
Private Wealth Advisor Director
Duties: Act as the primary point of contact for the prospect and client relationship. Attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the BMO share of wallet. Demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the client’s specific needs. Utiliz...
Duties: Works closely with the Partner to learn all aspects of Family CFO business; keeps Partner informed on team and client issues. Participates in client meetings; first interview, confidential fact-finding, financial action plan solution, implementation and review meetings. Prepares and/or reviews financial action plans; identifies and incorporates value-added analysis such as retirement sufficiency, education funding, estate planning; identifies and incorporat...
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Director, Ethics and Compliance
The candidate will provide leadership, develop and deliver global training strategy, and implement company-wide ethics and compliance training and develop and implement related communication plans. Will promote best training practices and harmonization of training content across the ethics and compliance function. Develop and implement strategy for publicizing Code of Business Conduct, Code related policies, ethics and compliance awareness c...
Compliance Legal Analyst
The candidate will be responsible for supporting the Compliance Program. Provide regulatory interpretation, perform compliance reporting, lead special projects, and develop and implement compliance auditing and monitoring strategies. Will respond to external requests for information required by the organization for its regulatory filings. Manage compliance reporting responsibilities and respond to inquiries from state and federal regulatory agencie...
State & Local Tax – Senior Associate - Income Franchise
The candidate will be responsible for the following job duties: Ability to integrate with clients and the overall tax team to prepare state tax returns and provide state tax consulting – including nexus studies, apportionment and sourcing analysis, voluntary disclosures and merger and acquisition consulting and other state tax consulting; Be able to provide written technical advice in the form of technical memos o...
Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director
Duties: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset...
WM Senior Trust Administrator 3
Duties: Create post-mortem plans for estates settled that are detailed in analysis, but understandable and meaningful to the reader. Serve as the subject matter expert in estate, gift, and GST matters during all phases of the estate and trust post-death settlement process. Some preparation of Federal and State Estate and Inheritance Tax Returns may be required. Excellent written and oral communication skills required. Effectively partner w...