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Wealth Strategist Senior
Duties: Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations...
Consumer Financial Services Regulatory Attorney
The candidate must have 10-20 years of financial services regulatory experience. Should have solid experience in one or more of the following areas: mortgage lending, mortgage servicing, personal property finance, open-end credit, payment processing, direct lending and/or data security and privacy, including experience with regulatory and compliance matters at a state and/or federal level. Should preferably be a subject matte...
Banking and Finance Attorney
The candidate must have corporate banking and finance transactional experience. Must be knowledgeable with a deep understanding of commercial lending, financing and banking. Should be well-versed in complex debt and capital structures and be able to analyze, negotiate and document all aspects of finance transactions. Should be a member of the Ohio Bar or eligible to waive in, and should possess a strong academic record, superior writing, drafti...
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Documentation Associate II
Duties: Reviews and negotiates complex agreements, and language in other documents required to allow client\s engagement in products and services for commercial clients. Anticipate situations to ensure a consistent and appropriate client experience, from account opening through implementation as well as ongoing profile review and maintenance. Ensures required regulatory documentation for clients is on file prior to engaging in Commercial products...