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Duties: Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with Lead Relationship Manager and other client service team members to...
Wealth and Estate Planning Attorney
The candidate should have... a JD degree from a top law school. Must be a member in good standing of any State Bar and willing to sit for or waive into the Texas Bar. Should...
Trust and Estate Attorney
The candidate should have... JD degree from a top law school.nGraduated in the top 25% of law school class is essential. Should have 3+ years of trust and estate planning experience at a law firm level....
Trust & Estates Officer III
The candidate's responsibility is for the complete administration of all aspects of account administration, including the following: Opening of the trust relationship by completion of a thorough review of all Trust Documents including Wills, Trust...
to areas that the attorney supports and apprise management... of such legislation. Assist WM business line managers in analyzing and managing fiduciary legal risks. Lead, coordinate and/or support legal initiatives as required. Provide in-house legal support for WM regulatory examinations,...
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Financial Services Director
The candidate should have a Bachelor's degree in Accounting. CPA, Enrolled Agent or membership of the Bar is required. Must have 8+ years of experience. Should have extensive knowledge of consulting with high net worth individuals on...
- Manager – Private Client Service
The candidate will work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Will...
Manager - Private Client Services
Responsibilities: Provide tax-related domestic and cross-border planning and compliance assistance to business-connected individuals and their associated entities. Assist individual clients needing a wide range of tax services, including tax compliance, tax planning and tax advice...
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...