Title: Structured Products & Strategic Indices Attorney - Vice President, Assistant General Counsel Job Responsibilities: The Structured Products & Strategic Indices Attorney is tasked with providing legal support for the development and marketing of investment strategies, indices, and structured products. This role...
for the company's institutional asset management business, particularly focusing... on private equity fundraising and investment. The primary responsibilities include: - Offering legal counsel related to the formation of funds and separate accounts, as well as providing investment advisory services to private...
reviewing complex individual tax returns, income tax planning, and advising high net-worth individuals and families. This role requires working closely with specialists in various areas such as International tax, state and local tax, and asset management to deliver comprehensive... so...
Title: Specialized Tax Services - Energy Incentives & Credits Director Job Responsibilities: As a Specialized Tax Services - Energy Incentives & Credits Director at the company, you will play a critical role in providing strategic tax advice and solutions in complex and...
Title Specialized Tax Services - Energy Incentives & Credits Senior Manager Job Responsibilities - Lead major projects and ensure their successful execution - Develop and refine processes to enhance efficiency - Uphold exceptional standards of operational excellence - Engage with...
Assistant General Counsel - Asset Management Job Responsibilities The... Assistant General Counsel - Asset Management at the company... is responsible for providing comprehensive legal coverage and oversight for the affiliated . investment adviser. This leadership role involves using sound judgment...
Assistant General Counsel - Asset Management Job Responsibilities: The Executive Director,... Assistant General Counsel - Asset Management at the company... is tasked with providing comprehensive legal coverage and oversight for an affiliated . investment adviser. This leadership position requires sound judgment and...
Title Summer Associate Job Responsibilities As a Summer Associate at the company, your primary responsibilities will include: - Participating in a nine to ten-week summer internship, fully immersing yourself in the company's day-to-day activities. - Attending an orientation to learn...
Job Title Legal, Asset Management Attorney – Registered... is embedded within the Asset and Wealth Management (AWM)... to the regulation, establishment, management, governance, distribution, and marketing... of registered funds, which invest in securities generally in public markets, including equity, debt,...
Title: Summer Associate Job Responsibilities: - Attend orientation to learn about the company's culture and the benefits and responsibilities of being a member. - Receive specialized training designed to ensure success in the role. - Work on real responsibilities alongside fellow interns and company...
Summer Associate in the Asset and Wealth Management Quantitative... Strats division, you will be fully immersed in the day-to-day activities of the company. The program is a nine to ten-week summer internship designed for students pursuing advanced degrees such as...
Title Summer Associate Job Responsibilities The Summer Associate Program is designed to immerse participants in the daily activities of Company. Participants will: - Attend orientation sessions to learn about the company culture and the benefits and responsibilities of being a...
Title: Legal & Compliance - Strategic Partners - Secondaries Attorney, VP Job Responsibilities: The role of a Secondaries Attorney, VP at the company involves a diverse array of responsibilities centered around legal support for Strategic Partners' private market investment strategies. These responsibilities...
Vice President, Counsel - Asset Servicing Job Responsibilities: - Serve as... a trusted internal resource and key legal advisor on significant business transactions, regulatory matters, and strategic initiatives. - Liaise with various key stakeholders, including lines of business, business partners, and senior leadership,...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
negotiating, and facilitating new investments and related investment management considerations. - Collaborate with the... capital formation team on asset-backed financing and liquidity facilities... for company Credit & Insurance funds. - Engage in corporate projects related to the company, including private and publi...
Job Title: Wealth Management Advisory Attorney, Vice President Job... issues within the Wealth Management business. - Provide legal guidance... staff, Regional and Complex Management, Divisional, Regional and Complex... Risk Officers, and Home Office personnel. - Conduct legal research and draft memos. - Draft letters...
Job Title Asset & Wealth Management, GS... Ayco Quality Training and Development Specialist, Associate Job Responsibilities As part of the Training & Development team, the Quality Training and Development Specialist, Associate, will be responsible for the development and delivery of Ayco's...
Title: Corporate Counsel Job Responsibilities: - Coordinate the preparation and filing of annual financial returns, corporation tax returns, VAT returns, R&D tax credit applications, and service provider utilization disclosures. - Possess a thorough understanding of the material terms and conditions of subscription and...
Title: Legal & Compliance - Infrastructure - Transactions Attorney, SVP Job Responsibilities: - Lead and manage complex legal transactions, including public and private mergers, acquisitions, dispositions, joint ventures, minority equity investments, preferred equity investments, corporate financing, project financing, public-private partnerships, and other...
Title: Contract Development Consultant, Annuities Job Responsibilities: The primary responsibility of the Contract Development Consultant in the annuities sector is to ensure that annuity contracts accurately reflect the company's commitments to its customers, align with business and operational capabilities, and comply with...
term comparison summaries for longevity reinsurance opportunities. - Prepare and maintain contract documentation, including operational process summaries and collateral management documents for the UK... Reinsurance business. - Provide support and technical analysis in translating contract terms to support operational p...
Board of Directors on issues including corporate governance, legal entity and business registration requirements, contracts, intellectual property, regulatory compliance, mergers and acquisitions, and risk management. - Ensure compliance with local,... state, and federal laws, covering licensing, labor, and environmental regulations. - Devel...
Title: Vice President, Assistant General Counsel - AI Job Responsibilities: This role involves providing strategic legal counsel on the development, deployment, and oversight of artificial intelligence (AI) technologies across the company's broker-dealer and investment advisory operations. Key responsibilities include: - Advising...
Title: Remote - Corporate Litigation and Regulatory Team Lead Job Responsibilities: - Provide legal advice and support on transactions, particularly those involving troubled assets, restructurings, bankruptcies, litigation, and portfolio administration. - Support the business in preparing for trial proceedings and settlement negotiations. - Work...
complex initiatives in trust and estate matters, investment management, wealth transition, and financial... planning. - Meet or exceed annual business development objectives for the market. - Act as a key participant in large-scale planning for Fiduciary Advisory. - Review and analyze complex tru...
Title: Counsel, Product Legal Job Responsibilities: - Support the day-to-day operations of streaming services in the US and internationally by providing legal analysis and advice on applicable law and compliance. - Collaborate closely with product, design, and engineering teams to understand and assess...
Job Title: Asset Management - Special Situations... Private Credit Legal Consultant - Vice President Job Responsibilities: - Drafting and Execution: The candidate will be responsible for preparing and refining transaction documents using company templates and precedents under the supervision of the Head...
Job Title: GPB Wealth Management Investment Solutions Attorney -... As a GPB Wealth Management Investment Solutions Attorney -... to the US Wealth Management business. Key responsibilities include: -... Offering legal advice and support to the investment solutions business team, particularly focusing...
Group of the Wealth Management Legal Department. The primary... Acting as a consolidated point of legal contact for branch and support personnel within the company's retail brokerage branch system. - Addressing legal inquiries from Complex/Branch Risk Officers, Branch Management, Financial Advis...
(GAIS) group, primarily to the Private Bank distribution business. - Advise on a wide range of legal issues related to investment management advice and products. - Support... regulatory developments, new product development, and product launches. - Collaborate with Legal Department colleagues and c...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: A career in the Financial Services Tax practice at the company involves assisting clients in meeting their tax obligations while effectively managing the impact of tax on their business. As a Tax...
Job Title Asset & Wealth Management -... Tax Senior Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in...
Job Title: Asset & Wealth Management -... Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with business goals and market demands. - Lead initiatives in business development and client relations, fostering strong and sustainable relationships with executive-level clients. -...
Title: Lending Attorney, Global Corporate Banking - Vice President, Assistant General Counsel Job Responsibilities: - Provide transactional support for both syndicated and bilateral loan transactions. This includes analysis and advice on structural and risk issues, as well as the review and negotiation...
partner financing, commercial lending, asset-backed lending, and deposit-based and... family office-oriented customer products and services. - Collaborate closely with management, functional partners, operations, and... legal colleagues on new initiatives, including third-party platform-based strategies, problem-solving, and...
Title: . Private Bank - Tax Strategist - Vice President/Executive Director Job Responsibilities: - Engage directly with clients and prospects who have complex tax and wealth structuring situations, working alongside their primary private banking coverage team and external advisors to develop bespoke...
Title: AVP & Assistant General Counsel Job Responsibilities: The AVP & Assistant General Counsel will be responsible for providing strategic legal counsel on insurance and broker-dealer regulatory matters, ensuring compliance with state, federal, and industry requirements. This role includes serving as the...
business partners and senior management by advising on the... acquisition and sale of shareholdings and the establishment of joint ventures. - Draft, review, and negotiate investment and project documentation, including share purchase agreements, shareholders’ agreements, articles of association, by-laws, and other...
Tax - Wealth and Asset Management - State and... Local Tax - Financial Services Office - Manager Job Responsibilities: - Analyze an evolving partnership state tax portfolio of complex operations to provide meaningful business insights. - Identify potential opportunities and risks to communicate...
at the company, will serve as a legal advisor in the Structured Products section. This role provides legal support to various lines of business, including the Structured Products Group, Asset Backed Finance, portions of... Commercial Real Estate, Home Lending,...
Title . Private Bank - Private Banker - Vice President/Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
with both transactional and operational matters related to supporting the company as a Private Credit asset manager. The responsibilities include... providing legal counsel and direction to the business, its leadership, and employees on various activities and specific projects or in...
Title: Sr Associate General Counsel Job Responsibilities: - Serve as a primary legal advisor on bank regulatory matters. - Support regulatory strategy and manage interactions with federal banking regulators, including the Federal Reserve, Office of the Comptroller of the Currency (OCC), and Federal...
Responsibilities: Capital Markets & Risk Management: - Formulate, identify, and execute... capital structure priorities using an asset liability-based risk management framework. -... Develop and execute... stock repurchase plans in consultation with corporate treasury leaders and manage dealers' rotations. - Maintain, renew, and manage the...
Title: Counsel Job Responsibilities: - Provide legal coverage for client-facing distribution activities, focusing largely on the . wealth channel and related strategic initiatives. - Advise on regulatory issues relevant to the . client-facing business, including SEC, CFTC, FINRA, and NFA requirements. - Advise on...
understand the client’s goals. - Develop customized asset allocation strategies and investment... solutions for clients. - Provide support for client relationship building and business development activities. - Perform business analytics as needed to support financial advisors in the growth of the business. - Analy...
understand the client’s goals. - Develop customized asset allocation strategies and investment... solutions for clients. - Provide support for client relationship building and business development activities. - Perform business analytics as needed to support financial advisors in the growth of the business. - Analyze...
targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, inv...