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...
The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
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Note: This job is no longer active.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
AVP, Trust Business Development Officer The candidate will focus on serving the trust and fiduciary needs of affluent clients,... interfacing with the client and centers of influence. Will generate, retain, and expand relationships with new and existing customers through referrals, centers of influence and direct prospecting. Will enhance the client experience by building and maintaining strong client relationships and developing new referral resources through centers of infl... 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
AVP, Trust Business Development Officer The candidate will focus on serving the trust and fiduciary needs of affluent clients,... interfacing with the client and centers of influence. Will generate, retain, and expand relationships with new and existing customers through referrals, centers of influence and direct prospecting. Enhance the client experience by building and maintaining strong client relationships and developing new referral resources through centers of influence s... 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
AVP, Trust Business Development Officer The candidate will focus on serving the trust and fiduciary needs of affluent clients,... interfacing with the client and centers of influence. Will generate, retain, and expand relationships with new and existing customers through referrals, centers of influence and direct prospecting. Will enhance the client experience by building and maintaining strong client relationships and developing new referral resources through centers of influe... 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 Wealth Management Solutions Officer The candidate will be responsible for the management of the Wealth Management Department. Will be responsible for the oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen... customer relations by insuring investment selections meet customer risk tolerance, liquidity needs,... 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 Solutions Officer The candidate will be responsible for the management of the Wealth Management Department. Accounts may be in any of the following categories: probate, guardianship, living and testamentary trusts, investment advisory and custody accounts, escrows, supplemental needs trusts and employee benefit trusts. Responsibilities include: oversight of department activity to ensure appropriate account administration and review; drive the strateg... 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
President, Senior Wealth Management Administrator Duties: Responsible for trust administration of the most complex trust accounts. Accounts may be in any of the following categories: probate, guardianship, living and testamentary trusts, investment advisory and custody accounts, escrows, supplemental needs trusts and employee benefit trusts. Administering all accounts in accordance with legal requirements and securing external resources as needed to fulfill the special... 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 Wealth Management Solutions Officer Responsibilities include: Oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen... customer relations by insuring investment selections meet customer risk tolerance, liquidity needs, time horizons, tax situations or legal considerations and unique needs and circumstances, 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
Wealth Management Solutions Officer The candidate will handle accounts may be in any of the following categories: probate, guardianship, living and testamentary trusts, investment advisory and custody accounts, escrows, supplemental needs trusts and employee benefit trusts. Responsibilities include: oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Tru... 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