Title: Market Executive - Executive Director Job Responsibilities: - Attract and retain Advisor talent through sourcing, recruiting, and hiring efforts. - Lead the market to acquire and drive business opportunities by coaching and developing Financial Advisors. - Build a network across the organization to...
Title: Director/Sr Director F&A - Firm Taxes Job Responsibilities: - Provide strategic direction and oversight for the company’s domestic and international tax compliance functions. Ensure alignment with overall business objectives and risk management priorities. - Lead and champion firm-wide process improvement and automation...
Title: Senior Corporate Paralegal Job Responsibilities: - Support and assist with the preparation and filing of SEC reports, including Forms 10-Q, 10-K, proxy statements, and Section 16 filings; maintain EDGAR Next credentials and annual confirmations. - Coordinate logistics for the Annual General Meeting,...
Title: Corporate Legal & Compliance Summer Intern Job Responsibilities: - Research and develop summaries or presentations on evolving insurance topics, such as artificial intelligence. - Analyze current policy language on specific issues, including state cancellation and nonrenewal requirements, and identify potential updates to...
Title: Senior Managing Counsel, Financial Institutions Job Responsibilities: The Senior Managing Counsel, Financial Institutions at the company will be tasked with a broad range of responsibilities within the US region, which is the largest region at the company. The key...
Title: Alternative Investment & Private Markets Attorney Job Responsibilities: The Alternative Investment & Private Markets Attorney will join Company’s Wealth Management Legal and Compliance Division as a Vice President. The primary responsibilities include providing legal coverage for the Alternative Investments and...
Privacy Engagement Director Job Responsibilities: The Privacy Engagement Director is responsible for providing technical legal guidance to support the company's outreach and advocacy strategy across the evolving . privacy, data, and AI regulatory landscape. The role involves close collaboration with the ....
Title Senior Counsel - Blockchain & Digital Currencies Job Responsibilities As a Senior Counsel at the company, the primary responsibilities include: - Providing legal support for the strategic development and daily operations of the company's global Blockchain and Digital Currencies teams' products...
Title: Senior Counsel, NAM Digital Partnerships, Fintech & Enablers and . Markets Team Job Responsibilities: The Senior Counsel will be a key member of the US legal team, supporting the largest region at the company. The responsibilities include: - Acting...
Six plus years of work experience in Private Banking or Financial Services ... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start...
Title: . Private Bank - Private Banker - VP 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 acquire...
Title Private Banker - 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 acquire new assets, both from...
Title . Private Bank - Private Banker - Managing 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...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients, deepen client relationships, and build both internal and external networks to meet business development goals. - Lead the Client Management Process, ensuring a Branded Client Experience by providing access to...