Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, you will be responsible for: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth and Investments The candidate will serves as manager and leader for the North Platte Wealth management department. Work strategically with other members of the Wealth Management team across the division to ensure goals are being met. Coach and mentor employees to develop their relationship management and technical administration skills. Work strategically with other members of the Wholesale banking team as well. Work closely with Market President in North Pl... 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Note: This job is no longer active.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 (SAFE) II The candidate is responsible for identifying prospective clients with investable assets of $3+MM or more and bringing them to The Private Bank (TPB). Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists,... Financial Advisors, Wealth Planners, Insurance Specialists and other professionals across firm. Acco... 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Note: This job is no longer active.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 Officer The candidate is responsible for fiduciary and client relationship management... of individual Wealth Management accounts, including those where the Bank serves as Trustee, Executor or Agent and accounts under various forms of agreement, including agency, foundation, charitable, revocable, and irrevocable trust accounts. Administers assigned accounts in accordance with the terms specified in the trust agreement. Resolves problems with assigned accounts as 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
Wealth and Investments The candidate will Must be responsible for leading various work including technical and analytical strategy to the Wealth Investment team, performing securities trading, performance reporting, research and analysis of securities, and the performance and results of departments within the Wealth Management Group. Will serves as advisor to wealth creators with sophisticated investment needs, both traditional and alternative, and high net worth c... 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 Lead Fiduciary Officer The candidate will... administer assigned accounts in accordance with the terms specified in the trust agreement; Resolves problems with assigned accounts as well as assisting others in account administration; ensures assigned accounts are in compliance with bank audit and security standards, policies and procedures. Actively participates in the resolution of audit findings in a timely manner; May manage personal trust accounts of special significa... 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
Private Client Advisor The candidate will advocate affluent, ultra-affluent clients and prospects with complex needs. Will give advice through the integrated delivery of investment management, fiduciary advice, specialized asset management,... full service financial planning, business succession planning, and credit and depository services. Will broaden the scope of client relationships through a focused and deep understanding of each individual client’s needs utilizing an open... 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
Adviser The candidate will serves as adviser to existing (legacy) and new clients introduced to Wealth Management with more basic investment and financial needs, which may include investment management, education funding, insurance, or financial planning; Meets regularly with clients and proactively contacts clients to assess their financial situation, needs, objectives and risk tolerance; Uses an individualized advisory approach tailored to the needs of the client... 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 administers assigned accounts in accordance with the terms specified in the trust agreement. Resolves problems with assigned accounts as well as assisting others in account administration. Ensures assigned accounts are in compliance with bank audit and security standards, policies and procedures. Actively participates in the resolution of audit findings in a timely manner. Manages personal trust accounts of special significance according 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
Senior Lead Fiduciary Officer The candidate is... responsible for fiduciary and client relationship management... of individual Wealth Management accounts, including those where the Bank serves as Trustee, Executor or Agent and accounts under various forms of agreement, including agency, foundation, charitable, revocable, and irrevocable trust accounts. Administers assigned accounts in accordance with the terms specified in the trust agreement. Resolves problems with assigned acco... 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
Private Client Advisor The candidate advises through the integrated delivery of investment management, fiduciary advice, specialized asset management,... full service financial planning, business succession planning, and credit and depository services. Will broaden the scope of client relationships through a focused and deep understanding of each individual client’s needs utilizing an open platform, product-agnostic strategies and commitment to a fiduciary standard. Responsib... 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