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have 6+ years of financial planning experience, estate planning... knowledge and understanding of financial and estate planning, fiduciary/trust,... Must be proficient with financial planning software; proficient with... cash flow modeling... read more
Northeast Tax financial Services Manager
The candidate should... estate owners, developers and investors including publicly traded REITS, institutional real estate funds managed by financial institutions and privately held... real estate entities.... read more
The candidate will serve as Consumer Protection and UDAAP Attorney in the Consumer Lending division. Will provide substantive legal advice and support to company on a wide range of consumer... read more
The candidate will generally be expected to to practice with discretion in their areas of expertise, but will also be provided direction and supervision as appropriate. Work across industries, excellent client service, commitment to teamwork, and capacity to express...
Advanced Markets Consultant
The candidate will be responsible for the development of advanced life insurance cases and collection of advisor illustration requests, creating illustrations, consulting on sales opportunities and following up on illustrations sent to advisors. Will consult with advisors...
and negotiate contracts with financial advisors, portfolio managers, product... with retail clients and financial advisors. Implementation of new... and changing regulations affecting the business of a dual registrant. Legal analysis of compliance and regulatory issues affecting the company as RIA...
Duties: Under direct supervision by Contract Management of Corporation and its subsidiaries (indicated as “the Company”), perform the essential job duties and functions listed below with the overall objective of helping to improve the Corporation’s overall business performance,...
from law enforcement and financial institutions. Effectively communicate with... and provide key services to external branch office personnel (OSJs, Advisors, administrative assistants). Partner with internal departments to thoroughly investigate potentially suspicious activity and on risk mitigation activities. Collaborate with team...
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due diligence, negotiation of financial terms with inventors and... collaborators, drafting of development milestones, budgeting for development work, creation of capital plans, discussion with potential investors, formation of separate business entities assistance of a part-time financial assistant, and communicate with......
The candidate will manage a variety of regulatory examinations and investigations with the support of one or more Regulatory Investigations and Counseling analysts under the attorney’s supervision. Manage and defend regulatory examinations and investigations involving the Firm and/or...
experience of relevant legal experience desired, in-house experience a plus, Must be active Member of a State Bar. Should have knowledge of mortgage servicing, and a variety of financial services related law. Juris... Doctorate from accredited law school is needed....
I, Contract Management
Duties: Required Business trips to various project locations in the CONOPS Business line. Provides oversight for all contract management activities on large projects or key, strategic projects. Assures, through assigned contract administrators, compliance with Prime Contract, and...
The candidate must have 1-3 years of experience to join a Business and Commercial practice group. Should have excellent academic credentials and admittance to the South Carolina Bar....