Title: Senior Managing Counsel, Financial Institutions Job Responsibilities: The Senior Managing Counsel, Financial Institutions at the company will be tasked with a broad range of responsibilities within the US region, which is the largest region at the company. The key...
Title: VP - Open Finance Compliance Job Responsibilities: -... and execute the Open Finance compliance strategy for the... OFAC, GLBA, CFPB Open Banking rule, and state privacy... laws (CCPA/CPRA). - Provide compliance advisory and subject matter expertise for new products,...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Six plus years of work experience in Private Banking or Financial Services ... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start...
Title: . Private Bank - Private Banker - VP Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
Title Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from...
Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients, deepen client relationships, and build both internal and external networks to meet business development goals. - Lead the Client Management Process, ensuring a Branded Client Experience by providing access to...
Title: Wealth Strategist Senior - Private Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...
Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
Title . Private Bank - Private Banker - Vice President/Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Assistant General Counsel - Commercial Lending Job Responsibilities: - Address day-to-day legal and risk issues related to commercial lending transactions, advising bank officers across various levels and functions. - Draft, review, negotiate, and revise commercial loan documents. - Maintain and enhance template commercial...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen existing client relationships to meet business development goals. - Lead the Client Management Process and collaborate across the enterprise to deliver a Branded Client Experience. - Provide clients access to the...
Title: Head of Advisory Job Responsibilities: The Head of Advisory position requires an individual who possesses a deep understanding of . sanctions laws and regulations, particularly those of the Office of Foreign Assets Control (OFAC). The role involves familiarity with other sanctions...
title: Senior Manager, NYFS Banking and Capital Markets Tax... of clients in the banking and capital markets industry... - Oversee a team and act as the first point of contact for internal and external clients - Monitor tax professionals and...
job title: Global Tax Banking Manager at **Members Only** ... as a Global Tax Banking Manager H2: Become... Hiring a Global Tax Banking Manager in New York,... an experienced Global Tax Banking Manager to join their... Business Tax Services practice....
Job Title: Banking & Capital Markets Tax... Senior Manager Job Responsibilities: The Banking & Capital Markets Tax... Senior Manager plays a critical role within the Financial Services Tax practice, which is part of the broader Corporate Tax services. The primary responsibility is...
Job Title: Banking & Capital Markets Tax... Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services provides the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. This...
Job Title: Banking & Capital Markets Tax... Director Job Responsibilities: The Banking & Capital Markets Tax... Director at the company is a pivotal role that involves leading the Financial Services Tax team with a focus on integrating technology-enabled tax advisory services. The...
Title: Tax Senior - Banking & Capital Markets Job Responsibilities: As... to clients in the banking and financial services industries.... The Tax Senior will work directly with clients and the tax engagement team while having access to an elite group of specialists...
Title: Tax Manager - Banking & Capital Markets Job... to clients in the banking and financial services industries.... - Working directly with clients to manage tax engagement teams and utilizing an elite group of specialists when needed. - Developing and...
Job Title: Banking & Capital Markets Tax... Senior Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services at the company involves helping clients meet their tax obligations while managing the impact tax has on their...
Title: Tax Senior - Global Information Reporting Job Responsibilities: As a Tax Senior Consultant within the Global Information Reporting practice at the company, you will engage in a variety of critical tasks aimed at enhancing international tax transparency within the financial industry....
Title: Associate General Counsel, Tax Job Responsibilities: - Advise on tax aspects of private credit transactions, including origination, structuring, workouts, and dispositions. - Provide guidance on partnership taxation, including Subchapter K, and the tax implications of multi-tranche, cross-border financing structures, with attention to...
Title Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities - Lead teams and manage client accounts within the Corporate Tax - Specialized Tax Services team. - Focus on strategic planning and mentoring junior staff to enhance...
Title: Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities: - Lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. - Oversee project success and maintain elevated standards, ensuring quality delivery of services. - Motivate, develop,...
off policies Tuition reimbursement program Employee discounts on banking products, services, and more... Career development and advancement opportunities SEO Friendly Job Title: Private Banker - Wealth Management Advisor H1 Heading: Join Our Team as...
Title: Senior Counsel, Financial Services Job Responsibilities: - Provide practical legal guidance on Marketplace payments products, including domestic and cross-border billing platforms, settlement processes, money transmission, payout structures, and end-to-end funds-flow architecture. - Offer legal advice on financial services and products available to...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...
Title: Counsel - Commercial Banking Services Job Responsibilities: The Counsel... for Commercial Banking Services will be responsible... for providing consistent and sound legal advice in a clear, concise, and responsive manner. Key duties include: - Developing legal knowledge and skill relevant...
Title: Transactional Lending Attorney, Vice President Job Responsibilities: - Review, draft, and negotiate documentation for, and provide legal advice related to, bilateral facilities, syndicated facilities (as a lead lender/agent or lender), letters of credit, and other credit products. - Advise and assist business...
Management System business. The key responsibilities of this position include providing legal advice and support on financial services related to transaction banking, cash management, deposits, and... payment services. The Director, Counsel will act as the primary attorney and relationship...
Vice President, Counsel - Banking Job Responsibilities: - Partner... guidance to various Private Banking business lines offering loans... and deposits to high-net-worth individuals. - Provide strategic advice on the development of new products and services, ensuring that all products adhere...
manage interactions with federal banking regulators, including the Federal... Reserve, Office of the Comptroller of the Currency (OCC), and Federal Deposit Insurance Corporation (FDIC). - Provide guidance on compliance, risk, and governance issues impacting the company. - Partner with senior leadership and...
Lending Attorney, Global Corporate Banking - Vice President, Assistant... General Counsel Job Responsibilities: - Provide transactional support for both syndicated and bilateral loan transactions. This includes analysis and advice on structural and risk issues, as well as the review and negotiation of...
pay range $200,000—$250,000 USD SEO Friendly Job Title: Regulatory Attorney - Midtown NYC/Florida - Full Time H1: Join Our Legal Team as a Regulatory Attorney in Midtown NYC/Florida H2: **Members Only** Seeks Experienced Regulatory Attorney for...
Title: Assistant General Counsel Job Responsibilities: - Serve as a trusted advisor on Private Bank client-facing products with a primary focus on PE/VC partner financing, commercial lending, asset-backed lending, and deposit-based and family office-oriented customer products and services. - Collaborate closely with management,...
General Counsel - Consumer Banking Job Responsibilities: The Assistant General Counsel... matters relevant to consumer banking. The primary focus is... on assisting in the assessment and practical management of legal risks and ensuring compliance with applicable federal, state, and local laws and...
Title: Manager & Counsel – Global Merchant & Network Services, Global Strategy, Operations & Performance Job Responsibilities: The Manager & Counsel position within the Global Merchant & Network Services, Global Strategy, Operations & Performance (GSOP) team at Company involves several key responsibilities....
Title: Senior Counsel, Senior AVP- Credit Trading Attorney Job Responsibilities: - Provide legal advice and counsel to the loan sales and trading business, including sales, trading, credit, compliance, and operations functions. - Review and analyze moderately complex challenges for the loan trading business...
Job Title: Counsel, Finance Job Responsibilities: The Counsel, Finance position... involves a variety of responsibilities centered on renewable project development and financing. Key duties include: - Handling all aspects and issues related to the development and financing of renewable projects, with an emphasis...
Title: Sr. Associate/VP - Associate General Counsel Job Responsibilities: The Sr. Associate/VP - Associate General Counsel is responsible for representing the company and its affiliated entities and managed accounts as lenders and investors in senior lending transactions. This role involves structuring...
Title: Director, Legal Counsel Job Responsibilities: - Establish overall business or technical strategy, aligning legal initiatives with corporate goals and objectives. - Influence decision-making at the executive level, providing strategic legal advice on key business decisions and transactions. - Provide...
Title Managing Director, Deputy General Counsel - Legal Job Responsibilities In this role, the candidate will support the company as a senior leader on its Legal and Compliance Team, assisting with both transactional and operational matters related to supporting the company as a...
Title: Assistant General Counsel - Commercial Lending Job Responsibilities: - Address day-to-day legal and related risk issues in commercial lending transactions, advising bank officers at various levels. - Draft, review, negotiate, and revise commercial loan documents. - Maintain and enhance template commercial lending agreements...
Title: Derivatives Counsel Job Responsibilities: 1. Expert Legal Guidance: Provide comprehensive legal advice and support to the CIB Americas Platform on all matters related to derivatives trading, ensuring compliance with evolving regulations. This involves staying abreast of legal developments and providing strategic...