Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust Officer Duties: Serve as relationship manager and fiduciary advisor for clients with more than $1,000,000 in investable assets and support a book of accounts having an asset base of at least $200,000,000. On behalf of Bank as Trustee, Agent or Custodian, understand and administer complex fiduciary accounts in accordance with the terms of their governing documents. May have several of the following: multigenerational trusts, multiple residences, complex gifting... 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Note: This job is no longer active.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 Administrator Duties: work with the Senior Trust Officers in the management of fiduciary accounts. Under the supervision of a Senior Trust Officer, the Trust Administrator assists in managing trust and estate accounts in accordance with the Bank's fiduciary responsibilities as trustee and executor. Should be Trust product... expert who acts as an additional point of contact within the client team for clients and their advisors and/or as a backup for client-facing Trust... 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 serve as relationship manager and fiduciary advisor for clients with more than $1,000,000 in investable assets and support a book of accounts having an asset base of at least $200,000,000. On behalf of 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
Wealth Manager Fiduciary Specialist The candidate serves as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. Will have responsibility for managing and administering client relationships primarily comprised of trust accounts. Interpret and understand trust instruments and related legal documents governing each relationship working with internal and external resources as necessary. Meet with co-trustees and... 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
Wealth Advisor - Wealth Management The candidate will focused on sales growth, market penetration, product and service delivery for the upper-end of the Wealth Management market. Will be part of the new business deal team, playing a key role in developing sales strategy and presenting offering to prospective UHNW clients. As shared owner for portfolio of +/-50 relationships, responsible for developing relationship plan for each client and introducing new and/or expand... 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
Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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
Wealth Planner I / Wealth Management Duties: Will be joining one of the largest trust and investment managers in the United States and have access to state-of-the-art software and planning tools, and extensive research capabilities. Will serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships. Will work closely with Relationship Managers, Trust Advisors, Investment 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
The candidate will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources to deliver a complete Wealth Management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (investor, capital advisor, trust and estate advisor and wea... 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, under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads others as well as work or projects of broad scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to... 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, under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads others as well as work or projects of broad scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to... 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