business and legal functions. - Act as a key liaison... between Legal, Finance, Tax, Operations, Investor Relations, and Compliance teams to ensure efficient coordination across business functions. - Lead and oversee outside counsel in drafting and negotiating fund documentation. - Collaborate with outside...
Title: Associate General Counsel Wealth Job Responsibilities: - Advise senior management and other stakeholders on a wide range of legal and compliance issues concerning all aspects within the bank's full-service wealth management business, which includes RIA, Broker Dealer, and Trust (including Delaware...
Title: Commercial Closing Sr. Officer (Hybrid w/in the M&T Footprint) Job Responsibilities: - Ensure completion and delivery of commercial closing capabilities for all assigned loans. - Serve as the first line of defense (1LoD), adhering to necessary controls to mitigate unnecessary exposure to...
individuals and their families. - Act as a trusted advisor... and role model for clients and colleagues across multiple teams. - Research tax issues to develop effective tax planning strategies. - Translate complex data from various sources into client-ready insights and deliverables. - Build...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen existing client relationships. - Build and maintain an internal and external network to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to provide a...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The Fiduciary/Trust & Estate Administration Services Manager at the company is tasked with several key responsibilities that are integral to the success and strategy of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)...