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: - Lead the... delivery of fiduciary advice as part of... client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary... Advisor is tasked with... fulfilling the fiduciary responsibilities of the company... by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
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...