Manager, WNT Estates, Gifts & Trusts Albany, NY; Albuquerque, NM; Alexandria, VA; Ashburn, VA; Atlanta, GA; Austin, TX; Baltimore, MD; Baton Rouge, LA; Bellevue, WA; Bentonville, AR; Birmingham, AL; Boston, MA; Charlotte, NC; Chicago, IL; Cincinnati, OH; Cleveland, OH;...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: As a Tax Partner in the Global Family Office Enterprise, the candidate will be responsible for leading and growing tax engagements and advising on various tax matters. The role involves...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Leads the... delivery of fiduciary advice as part of... client servicing and execution of the client experience. - Develops a strong understanding of family relationships and the needs of current clients as well as...
Title: Complex Claims Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... is responsible for managing an inventory of highly complex Financial Lines claims, particularly those involving Private D&O, Fiduciary, and Employment Practice Liability... (EPL) Claims. Key responsibilities include: - Managing...
The following jobs are no longer active but were real openings previously posted by employers.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.
Regional 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Note: This job is no longer active.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
Senior Fiduciary Counsel The candidate will... serve as the primary corporate fiduciary attorney for specific business... areas and geographic markets and will work closely with the rest of the team covering fiduciary and investments matters for... AMG. Will also collaborate with colleagues and other support personnel covering other lines of business within company. Understand, strategize and problem-solve with internal clients regarding their business areas, providing counseling 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
Senior Private Client Fiduciary Advisor The candidate will... be responsible for managing significant and often complex fiduciary client relationships. Will be... responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and... adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... 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 1 Duties : Executes all aspects of administration precisely in accordance with our Trust Procedures. Demonstrates attention to detail and analysis required to address all fiduciary scenarios. Assesses work product... to identify and mitigate weaknesses in execution and/or process. Identification, escalation and resolution of any potential risks. Fulfills Key’s fiduciary responsibilities, actively managing compliance... issues in accordance with established procedur... 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
Key Private Bank Trust Officer The candidate: Maintains deep expertise in fiduciary, investment, tax, and other... related wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship team... model, to high net worth clients with complex financial needs. Fulfills Key's fiduciary responsibilities, ensuring retention of... business and reputation. Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Administers complex fidu...... 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
Key Private Bank Trust Officer Duties: Fiduciary Expertise - Maintains deep... expertise in fiduciary, investment, tax, and other... related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship team... model, to high net worth clients with complex financial needs. Fulfills fiduciary responsibilities, ensuring retention of... business and reputation Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administrati... 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 I Duties: Fulfills fiduciary responsibilities of Bank by... providing expert trust administration related to fiduciary and compliance activities. Drives... fiduciary insight and execution to... effectively fulfill our duty to clients. Executes all aspects of administration precisely in accordance with Trust Procedures. Demonstrates attention to detail and analysis required to address all fiduciary scenarios. Assesses work product... to identify and mitigate weaknesses in e... 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 Team Leader- Wealth Management The candidate will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional PM's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing... 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 Team Leader - Wealth Management The candidate will engage with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional PM's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products... 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
WSG RESPONSIBILITIES: Draft monthly firm memorandums. Work towards continuous progression in technical and practical knowledge. Review and execute trusts associated with WSG wealth transfer strategies. Consult with attorneys drafting trust documents. Draft, review and execute Promissory Notes and Representation documents associated with transfer strategies.... 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