clients from an income, trust, estate, and tax planning... individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration... and restructuring. - Counsel... clients on asse...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company is seeking a Vice President to join its Family Office, with a focus on developing innovative wealth planning strategies and...
Title: Associate General Counsel – Individual Retirement & Life Job Responsibilities: - Provide legal advice, counsel, and guidance on a wide range of legal and regulatory issues within the Individual Retirement and domestic Life Insurance business. - Offer trusted advice and counsel to...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor and coach a group of...
The following jobs are no longer active but were real openings previously posted by employers.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.
Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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Note: This job is no longer active.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
Management TC Fiduciary Relations Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Issue... 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
Trust Officer The candidate will... provide expert structuring and administration of trusts to most complex clients. Will work with Wealth Advisors, Bankers and Investors to grow the trust business. This includes 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 price new trust business. Develop, retain and... deepen... 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 - Private Bank - Trust Officer - Vice President/Executive... Director Candidate will provide expert structuring and administration of trusts to most complex clients. Work with Wealth Advisors, Bankers and Investors to grow the trust business. This includes 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 stru... 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
Strategies Advisor Duties: Assists a client with estate and financial planning by performing a variety of analyses, creating specific recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client’s goals. Plays a key role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and wi... 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 - Private Bank - Trust Officer - Vice President/Executive... Director Duties: As part of team of specialists, 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 trusts.... Work with clients and clients' attorneys and other professional advisors t... 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 & Wealth Management - Private Bank Trust Officer, VP/ED Duties: As... part of team of specialists, 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 a... 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
• familiarity with the following software: MS Excel, MS Word, MS PowerPoint, and MS Outlook • excellent research, writing and communication skills • ability to independently prioritize tasks and work in a team environment • ability to work effectively with multiple stakeholders • ability to work in a fast-paced environment • ability to work independently and be self-directed • strong organizational and analytical skills # Associate Wealth Str... 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
Corporate Counsel The candidate will be responsible for full range of legal support and advice concerning all aspects of the law of federal employment including proposed disciplinary actions, performance management, and employment discrimination. Support includes to employment, EEO matters, rendering legal advice, assistance, and support in all areas of labor and employment law to the SVP of Legal, COO's, and Director of Operations. Responsibilities will also inclu... 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
Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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