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Philadelphia office of our client seeks business and finance attorney with 2-4 years of transactional experience. The candidate should preferably have M&A and/or finance experience. Pennsylvania Bar admission is required. read more
AVP, Sr. Counsel - Fund Management
The candidate will provide legal advice and support to the company Group business segments, including SEC-registered investment adviser, that are responsible for providing investment management services to proprietary mutual funds and separate accounts. Provide significant and pro-active legal support, legal project management and sophisticated guidance regarding the proprietary mutual funds, including advice regarding fund operations and...
Wealth Strategist II
The candidate will develop, consult on and implement tax, estate and financial plans for clients. Collaborate with other more-senior planning resources on matters of greater complexity and specific subject matters. Partner in the acquisition of new clients. Retain, expand and deepen existing relationships. Conduct and review research, as appropriate, and develops tax, estate and financial analyses and plans. Make generally accepted recommendations to t...
Executive Director/Managing Director - Wealth Advisor
The candidate will serve as an advisor to clients on personal planning matters. Identify opportunities for the bank to serve in a current or future fiduciary capacity. Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. Help bankers and other team members in their new business efforts. Personally cultivate relationships with professio...