Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: - Provide routine legal guidance on well-defined issues or claims against the company, working under the direction of more senior counsel. - Conduct research on various legal matters in support of more...
guidance and managing complex documentation related to servicing transactions. Key duties include drafting, reviewing, and negotiating a wide range of servicing-related and securitization agreements, such as third-party client servicing agreements, securitization servicing... agreements, pooling and servicing agreements, private placement me...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Wealth Manager, Private Wealth Management The candidate... leads new client acquisition and retention through... a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for most complex clients. Ma... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Banker, Private Wealth Management The candidate... will lead new client acquisition and retention through... a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources... to deliver a complete Wealth Management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (investor, capital advisor, trust... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Banker, Private Wealth Management The candidate... will lead new client acquisition and retention through... a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources... to deliver a complete Wealth Management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (investor, capital advisor, trust... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
VP - Trust Specialist Duties: Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors,... Sales Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Provide trust and estate planning solutions, wealth transfer strategies to clients and prospec... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
VP - Trust Specialist The candidate reports directly to the Sales Performance Executive with Personal Wealth and Retirement. Will be regionally located and responsible for covering specific complexes/offices in the Advisory Division of Merrill Lynch. Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisor... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Advisor (SAFE) II The candidate will identify prospective clients with investable assets of at least $3MM or more and bring them to The Private Bank (TPB) within company's... Wealth Management (WM). Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with... Private Bankers, Fiduciary Advisory Specialists,... Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and other... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Vice President - Trust Specialist Responsibilities: Will report directly to the sales performance executive with personal wealth and retirement. Will be responsible for covering specific complexes/offices in the advisory Division of company. Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Comple... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client Services Tax Senior... Manager The candidate Assists in providing tax compliance and consulting services to high net worth clients in Florida markets. A Bachelor's degree in Accounting or other relevant field is required. Master's degree in Accounting or Taxation is preferred. Juris Doctorate or Masters of Laws (.) degree is strongly preferred. CPA is required; CFP or Master's degree in Tax is preferred. 7+ years of public accounting and private client servic... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client Associate (Development Program)... Duties: Be part of a developmental program aimed to equip participants with foundational skills and knowledge to deliver the full array of Trust capabilities and services to clients with complex financial needs. While completing the development activities as prescribed by the Private Client Associate Development Program,... incumbents will be expected to attract new clients to the firm. Spend 50% of the time learning and the rema... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Asset Management - Wealth Management Investment Solutions - Private Bank Trust Officer, ED... Duties: Provide expert structuring and administration of trusts to our most complex clients. Work with Wealth Advisors, Bankers and Investors to grow the trust business. Structuring, pricing and closing trust services including: family trusts, charitable trusts, and specialized Delaware trusts. Work with clients and clients’ attorneys and other professional advisors to structure and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here