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General Counsel and Compliance Officer
The candidate will report to the Chief Strategy Officer and to the Board of Directors. Will be responsible for implementing a strong legal, compliance and regulatory adherent culture. Reviews and disseminates all state and federal regulations and guidance and provides legal advice and interpretation regarding state and federal requirements. Participates in the definition and development of corporate policies, procedures and programs a... read more
Legal - Counsel - Discovery Response - Associate
The candidate will be responsible for ensuring that all sworn documents executed by the Discovery Response Analysts comply with the Sworn Document Execution Policy and Procedures. Will primarily be charged with reviewing sworn documents and supporting documents for errors or misapplication of guidelines as well as other special projects as needed. Work very closely with colleagues in the Legal Department and outside counsel ... read more
Private Wealth Advisor
Duties: Effectively expand client relationships to grow revenue to achieve sales targets through increasing share of wallet through the acquisition of increased investment, loan , deposit, financial planning , mortgage or client centered services. Expand banking and investment services to affiliated family members, friends or advisors. Seek introductions and referrals from client to grow business practice. Plan client calls effectively and systemat... read more
Independent Local Counsel / Attorney
The candidate should be a Social Security attorney to work as independent contractor (independent local counsel). Must have 2+ years of direct representation experience. Should also have the ability to travel throughout the local territory to represent claimants at hearings.
Private Wealth Advisor, Director
The candidate will act as the primary point of contact for the prospect and client relationship. Lead and manage prospect opportunities and client relationships and coordinate an integrated team of subject matter experts to craft and execute creative solutions for the client. Effectively expand client relationships to grow revenue to achieve sales targets through increasing company’s share of wallet through the acquisition of increased in...
The candidate provides underwriting support, counsel, and authorization to company personnel, agents, and customer(s), related to the issuance of real estate title insurance commitments and policies. Utilizes underwriting standards and guidelines within delegated authority limits, to underwrite the issuance of title insurance. Provides guidance to company personnel in the performance of real estate settlement services. Issues underwriting standards and...
High Net Worth Tax Partner
The candidate will service, lead, and grow the Midwest Region practice. Will provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individua...
Duties: Responsible for business development activities for new Asset Management clients as well as portfolio management for a large book of trust and investment agency accounts for high net worth client relationships with invest-able assets of $2M - $100M+. Ongoing asset allocation, re-balancing and performance discussions with existing clients as well as supporting new business development opportunities through proposal generation and the implementatio...
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Tax Services Manager - Global Compliance and Reporting
The candidate will provide clients with domestic federal tax advice and guidance tailored to their unique needs. Will keep up to date with ongoing trends and changes to legislation that will affect planning activities. Supervise high-performing teams and share experience and knowledge of leading-practices. Should have a Bachelor's degree in Accounting or a graduate degree in Tax or Law and 5 years of related work exper...
Federal Tax Manager
The candidate should have Bachelor's Degree in Accounting. Must have CPA Enrolled Agent or Member of the Bar. Should have5years of experience . Knowledge of the tax issues facing multinational US companies or publically traded entities, especially in the areas of tax compliance and consulting services tailored to organizations with domestic operations with the goal of tax minimization is required. Comprehensive technical skills in ASC 740 and FIN 48 are...
The candidate should have heavy review experience in a variety of industries including, but not limited to manufacturing & distribution, healthcare, construction and real estate, not for profit (NFP), state and local governments, and other privately held entities. This position has the production and client responsibilities for the preparation and review of all types of tax returns (individual, corporate, multi-state, etc.). Experience preparing progre...
The candidate will responsible for business development activities for new Asset Management clients as well as portfolio management for a large book of trust and investment agency accounts for high net worth client relationships with invest-able assets of $2M - $100M+. This includes ongoing asset allocation, re-balancing and performance discussions with existing clients as well as supporting new business development opportunities through proposal generat...
Regional Insurance Specialist
The candidate will be responsible for conducting training and education on risk management & insurance opportunity identification for PWM client teams and referral partners. Will work directly with clients to identify and solve for individual client needs. Additionally, will monitor regional insurance pipelines, help drive activity and case development, partner with Market Leaders to design and implement insurance related business development ...