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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Estate & Tax Planning
5-10 yrs required
Associate Counsel - Wealth Management The candidate will provide support to the Wealth Management line of business for day-to-day legal matters and questions, including drafting, reviewing, finalizing, and interpreting agreements and other legal documents. Will provide support to the Senior Counsel as necessary. May also provide direct or indirect supervision for other legal staff, such as Associate Counsel I and paralegals. Research law-related questions and report findings to the appropriate departments or colleagues. Attend internal client and committee meetings. Assist in the development and implementation of policies and procedures. Monitor legal environment (e.g. changes in state or federal laws, rules and regulations, court decisions, etc.) to ensure awareness of actual and pending changes in each area of legal responsibility and communicate information internally as appropriate. Serve as a liaison with and monitor the performance of outside counsel to ensure quality and contain costs. Assist in the oversight of the legal aspects of organizational transactions. Perform other responsibilities as assigned by the General Counsel or Managing Senior Counsel.
Qualification and Experience
The candidate should have Bachelor's Degree emphasis in Finance, Economics, Regulatory Review, Accounting, Law, or Risk Management. JD Required. Must have 5-10 years of experience as an attorney with a practice focusing on fiduciary issues (trust and estate administration, retirement plan administration) and investment matters. License to Practice Law by start date, Required.
Job Identification 2210895
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