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Wealth Management Attorney Jobs in New York

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Job info
SPONSOREDJOB
Company
Morgan Stanley
Experience
Min 5 yrs required
Location
New York City, NY
Posted Date
Jun 14,17
Info Source
wealth management Investment Advisory attorney Responsibilities:... Day-to-day legal support for... Consulting Group investment advisory business, including the drafting of disclosure documents and client and manager agreements as well as issues relating... read more
Company
Law Firm
Experience
5-6 yrs required
Location
New York City, NY
Posted Date
Jun 26, 17
Info Source
Employer
Private Funds Attorney The candidate will join... group. Advises financial institutions, wealth management firms and investment... on fund formation, asset management, compensation and regulatory matters... across a variety of asset classes and investment structures in the U.S. and abroad. Should... read more
Company
In-House
Experience
3-5 yrs required
Location
New York City, NY
Posted Date
Jun 27, 17
Info Source
Employer
Wealth Strategist - Wealth Management... Duties: Works with Senior Wealth Strategists and the Wealth... Management Segments including Wealth... Directors, Wealth Managers and... the development of appropriate Wealth Transfer strategies and, Transfer... Planning strategies. Supporting Senior Wealth Strategists on our larger... Wealth... read more
Company
In-House
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Jun 28, 17
Info Source
Employer
Private Wealth Management Compliance Officer -... Advising and consulting business/product management on relevant laws, regulations... change initiatives impacting the wealth management business; Assisting with... the... support to trust officers, wealth planners, portfolio managers and... such as Legal, Risk Management, Audit and Business Supervisory... management... read more
Company
In-House
Experience
Min 7 yrs required
Location
New York City, NY
Posted Date
Jun 28, 17
Info Source
Employer
Wealth Management - Private Banker... to deliver a complete wealth management solution. Responsible for... and Estate Advisor and Wealth Advisor) to provide interdisciplinary... expertise for most complex clients. Manage each account to ensure that the client has a completed profile,... read more
Company
In-House
Experience
Min 10 yrs required
Location
Syracuse, NY
Posted Date
Jun 26, 17
Info Source
Employer
beneficiaries. Within the relationship management team, collaborates effectively and... transition personal and family wealth. Actively manages trust and... tax, and other related wealth issues. Designs and delivers... to trust matters. Client Management Works with Investment Sales... through the Comprehensive Practice Management process, prioritized proactive client... management... read more
Company
In-House
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Jun 25, 17
Info Source
Employer
Wealth Management - Private Bank... - Banker- Executive Director Duties: Responsible for sale and Estate Advisor and Wealth Advisor) to provide interdisciplinary... products and identification of wealth planning opportunities. Connections within... energetic/dynamic personality. Strong relationship management and team building skills;...... read more
Company
In-House
Experience
Min 7 yrs required
Location
New York City, NY
Posted Date
Jun 24, 17
Info Source
Employer
Asset Management - Private Bank -... to deliver a complete wealth management solution. Responsible for... advising... and Estate Advisor and Wealth Advisor) to provide interdisciplinary... products and identification of wealth planning opportunities required. Connections... influence required. Strong relationship management and team building skills;...... read more
Company
In-House
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Jun 29, 17
Info Source
Employer
be responsible for the Wealth Planning Center, consisting of:... recruit and develop the Wealth Planning team to continuously... of client deliverables and management reporting. Continuously drive and... consistently improving the client Wealth Planning Experience. Present at... requested by the CPWM Management Team. Monitor and improve...... read more
Company
In-House
Experience
Min 10 yrs required
Location
Rochester, NY
Posted Date
Jun 29, 17
Info Source
Employer
be responsible for the Wealth Planning Center, consisting of:... recruit and develop the Wealth Planning team to continuously... of client deliverables and management reporting. Continuously drive and... consistently improving the client Wealth Planning Experience. Present at... requested by the CPWM Management Team. Monitor and improve...... read more
Company
In-House
Experience
Min 10 yrs required
Location
Yonkers, NY
Posted Date
Jun 29, 17
Info Source
Employer
be responsible for the Wealth Planning Center, consisting of:... recruit and develop the Wealth Planning team to continuously... of client deliverables and management reporting. Continuously drive and... consistently improving the client Wealth Planning Experience. Present at... requested by the CPWM Management Team. Monitor and improve...... read more
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