beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Director, Animal Health Business Law Job Responsibilities: - Serve as the... primary legal advisor to the President of the company and the US Animal Health (AH) Commercial Leadership Team. - Provide strategic legal counsel, drive operational excellence, and enable compliant innovation across a...
Title: Wealth Management Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Serve as a primary legal contact supporting . Morgan Wealth Management’s broker-dealer and investment advisory products, services, and sales channels for retail businesses. - Advise on a wide range of...
Title: Senior Counsel--Corporate and Commercial Banking Job Responsibilities: The Senior Counsel will be responsible for providing comprehensive legal guidance and support within the Corporate and Commercial Banking Group, a unit within the Business & Finance Legal Group. Key duties include: - Offering legal...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain client relationships by building trust, understanding client needs, offering targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title . Private Bank – Private Banker – Vice President or 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...
Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
effectively address cases of elder abuse. - Coordinate and deliver... and educate them on elder justice issues. - Assist with... grant writing and reporting to secure funding and maintain financial resources for the program. - Engage in policy and legislative work on e...
Title: Summer '26 Intern - Legal Job Responsibilities: The Legal Intern will support the legal department in various capacities, including but not limited to: - Assisting in the review and drafting of construction-related contracts, such as AIA Agreements, forms, and vendor/consultant contracts. - Conducting...
Title: Staff Attorney Job Responsibilities: - Develop legal strategies in collaboration with social workers and other professionals to support the mission of elder justice. - Coordinate and deliver... training sessions and outreach programs to awareness and educate about elder justice issues. - Assist in......
Title: Vice President, Artificial Intelligence Attorney Job Responsibilities: - Advise the Chief Data and Analytics Office on AI transformation and governance within the company, providing legal support and advice on issues related to artificial intelligence and advanced technologies. - Act as legal counsel...
Title: GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory issues...
Title: Vice President, Artificial Intelligence Attorney Job Responsibilities: - Advise the Chief Data and Analytics Office on all aspects of AI transformation and governance at the company. Provide legal support and advise stakeholders on issues relating to artificial intelligence and advanced technologies...
Title: Emerging Middle Market Attorney - Vice President, Assistant General Counsel Job Responsibilities: As an Assistant General Counsel, Vice President within the Commercial and Investment Banking division, the primary role involves providing comprehensive legal support to specific geographical markets of the Emerging...
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...
Title: Compliance Program Specialist Senior (Private Funds) Job Responsibilities: - Plan the execution of compliance programs to prevent illegal, unethical, or improper business practices. Develop the ability to constructively challenge conclusions and the status quo. - Support key business initiatives by analyzing data...
Title: Fiduciary Advisor III - Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts ensuring compliance with all...
Title: Wealth Strategist Senior - Private Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...
Title: Senior Counsel - AML Job Responsibilities: As a Senior Counsel within the company's Legal organization, the primary responsibilities include: - Providing guidance to the compliance program on . and international sanctions matters. - Supporting policy development and reviewing and documenting transactions and lending...
Title Senior Wealth Strategist - **Members Only** Job Responsibilities As a Senior Wealth Strategist within the Private Bank organization of the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients, especially those with...
Title: Fiduciary Advisor III - **Members Only** Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts and ensure compliance with all...
Title: Fiduciary Advisor III - **Members Only** Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. Administer more complex fiduciary accounts and ensure compliance...
Title: Fiduciary Advisor III - PNC Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document where the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts ensuring compliance with all...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: Senior Associate, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand...
Title: Senior Vice President, Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. -...
Title: Vice President, Associate General Counsel Job Responsibilities: As a Vice President, Associate General Counsel at the company, you will be responsible for providing comprehensive legal support and guidance to the organization, ensuring compliance with applicable laws and regulations, and protecting...
Title: Senior Counsel - AML Job Responsibilities: As a Senior Counsel within the company's Legal organization, the primary responsibilities include providing guidance to the compliance program on . and international sanctions matters. This role involves supporting policy development, reviewing and documenting transactions...
Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a range of matters such as estate planning, securities law, and corporate law. - Collaborate... with clients to understand their legal needs and provide solutions that...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business....
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays a crucial role in the success and growth of the business. The primary responsibilities include the...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department, the candidate will play a crucial role in the success and growth of the...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst plays a crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...