planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family 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The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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 Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to... ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult... or complex questions r... 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Note: This job is no longer active.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 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
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to... ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult... or complex questions r... 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 Team Manager Duties: Manages a trust team within an office or center environment. Accountable for the performance of the trust team including growth, profit management and risk management. Responsible for setting up and administering moderately complex estate and personal trust accounts. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to... ensure satisfactory audits and service standards are met. Provides fiduciary ov... 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 And Fiduciary Specialist (Lo) Life Management... The candidate will be fiduciary expert, with a strategic... business segment focus in Life Management, who applies deep knowledge and skill in the area of trust and estate matters, investment management, wealth transition, financial planning, and life management concerns to assist high net worth and ultra high net worth clients maintain personal and financial independence. Functioning as an Elder Services Specialist may partne... 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 & Fiduciary Specialist (LO) Life Management... Duties: Applies deep knowledge and skill in the area of trust and estate matters, investment management, wealth transition, financial planning, and life management concerns to assist high net worth and ultra-high net worth clients maintain personal and financial independence. Functioning as a Life Management Specialist may partner with a Relationship Manager or perform the role of Relationship manager in serving clients. Co... 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 and Fiduciary Specialist (Lo) Life Management... The candidate will be functioning as a Life Management Specialist may partner with a Relationship Manager or perform the role of Relationship manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills, knowledge and expertise... in aging and life management issues. Will administer and manage the risk of modera... 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
Regulatory Wealth Planning Manager The candidate will be responsible for driving the Wealth Planning model across all client segments in a specific geographic region. Serves and delivers planning services to the most complex, visible and top revenue generating clients. Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW. In addition, this position serves as a role model for Planning personnel. Partners w... 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
Regulatory Wealth Planning Manager The candidate will be responsible for driving the Wealth Planning model across all client segments in a specific geographic region. Serves and delivers planning services to the most complex, visible and top revenue generating clients. Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW. In addition, this position serves as a role model for Planning personnel. Partners w... 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