Title: Vice President of Fiduciary Services Job Responsibilities: - Client Relationship... Management: - Serve as the primary point of contact for professional advisors and trust/estate clients. - Provide personalized service and maintain strong relationships with professional advisors, beneficiaries, and wealth holders. -...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex... for handling Private D&O, Fiduciary, and Employment Practice Liability... (EPL) claims. The role involves working closely with insureds, attorneys, and brokers to manage and resolve mid to high severity claims. Key...
merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, addressing issues related to complex controlled groups with multiple qualified plans. - Identify compliance issues in qualified retirement plans, calculate corrections, and draft submissio...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team within the Financial Services Tax practice. - Lead initiatives in business development and client relations, focusing on creating value propositions and identifying market opportunities. - Oversee multiple...
Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and understanding the tax i...
Title: Director, **Members Only** Law Staffing Job Responsibilities: - Embrace a client-facing role working with both US and Global teams to drive opportunities, improve engagement delivery, and maintain relationships with external clients, vendors, **Members Only** tax and advisory professionals, **Members Only** foreign law firms, and...
Title: Manager, **Members Only** Law Staffing Job Responsibilities: - Lead the delivery of large-scale multidisciplinary and multijurisdictional projects while supporting the development of adjacent service offerings for existing tax and advisory practices. - Collaborate with both US and Global teams to drive opportunities and...
Title: Senior Associate, Law Staffing Job Responsibilities: - Play a pivotal role in delivering large-scale multidisciplinary and multijurisdictional projects that focus on providing high-quality legal services to clients efficiently, with an emphasis on technology. - Learn about adjacent service offerings related to...
Responsibilities: - Act in a fiduciary capacity to administer trusts... in accordance with governing documents. - Oversee Personal Trust, Agency, and IRA accounts. - Engage in business development by building and maintaining relationships with clients, partners, relationship managers, attorneys, and other contacts to...
Title: Portfolio Manager III Job Responsibilities: - Develop customized investment strategies for complex, high-net-worth investors, tailoring approaches to meet unique client goals and objectives. - Oversee all aspects of discretionary portfolio management, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management,...