and oversee commercial and financial lines, including Public and... Directors & Officers (D&O), Financial Institutions Errors & Omissions... (E&O), Employment Practices Liability (EPL), Fiduciary, and Crime/Fidelity claims. - Handle claims in accordance with Claim Handling Best Practices, covering all phases...
Title: Senior Specialist, Corporate Securities Job Responsibilities: The Senior Specialist, Corporate Securities is tasked with managing and supporting the company's corporate securities activities. This includes a range of responsibilities such as equity administration, regulatory filings, compliance, and governance-related matters. Key...
Job Title: Financial Services Tax Manager Job Responsibilities: -... Manage and coordinate tax compliance and advisory work for clients. - Review Federal, Multi-National, and Multi-State Partnership tax returns. - Lead client relationships on day-to-day tax matters, supporting partners with service execution and development of...
Title: Product Counsel - Zelle Job Responsibilities: - Provide day-to-day support to the company's product team by advising on a broad range of legal issues throughout the product development lifecycle. - Review and advise on legal risk mitigation strategies for new and existing...
Title: Partner - Corporate Tax Job Responsibilities: - Perform Director level compliance review and tax return signoff for Federal, Multi-National, Multi-State Corporate tax returns. - Responsible for managing and coordinating tax compliance and advisory work for clients. - Handle client consultations on planning opportunities...
Title: Product Counsel Job Responsibilities: - Review new products and features from early stages of development through launch, advising on legal risks while providing practical legal advice. - Collaborate with Product, Compliance, Marketing, Engineering, Risk, and other teams to ensure new products and...
Title: Product Counsel Job Responsibilities: - Review new products and features from early stages of development through launch, providing practical legal advice and advising on legal risks. - Collaborate closely with Product, Compliance, Marketing, Engineering, Risk, and other teams to ensure new products...
tasked with steering the go-to-market strategy and implementation for stablecoin-linked commercial card products and solutions. The role involves several key responsibilities: - Engage and activate high-priority issuing partners such as financial institutions and fintech companies... to promote global adoption of stablecoin-li...
Title: Sr Director, B2B Fintech Account Management Job Responsibilities: The Senior Director, B2B Fintech Account Management is tasked with engaging both internal and external partners to drive revenue and ensure the recognition, implementation, and conversion of priority client and prospect deals into...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Title: Watershed Resilience Program Manager - Global Energy & Sustainability Job Responsibilities: The Watershed Resilience Program Manager will be tasked with managing water stewardship projects as part of the Corporate Watershed Resilience Program under the Global Energy & Sustainability Team. This role...
Claims Consulting Director - Financial Lines D&O/E&O Job Responsibilities: The... Officers (D&O) and Errors & Omissions (E&O) matters involving public companies and financial institutions. Key responsibilities include: -... Managing an inventory of complex Public D&O and Financial Institutions E&O claims, which......
the **Members Only** Consulting and Analytics (VCA) department to aid **Members Only**’s largest clients, including financial institutions, issuers, enablers, merchants,... and fintechs, in achieving sustainable and profitable growth. The role is a blend of strategic planning, client engagement, and data-driven insights, positioni...
responsible for driving impactful financial results for the company's... network clients, which include financial services and merchants. The... and implementing projects and solutions with large US financial institutions, issuing banks, enablers,... merchants, and fintechs. The primary focus is to devel...
tax returns during the financial planning process to identify... incremental opportunities. - Collect and analyze data, providing recommendations on short and long-term tax strategies such as investments, retirement plan savings, business structure, and deductions. - Ensure all tax-related research and data gathering...
marketing programs for Company clients, which may include financial institutions, merchants, processors, and... fintech partners. The scope of marketing programs managed by this role encompasses research and insights, lifecycle marketing, creative and content development, channel delivery (including email and digita...
Title: Sr. Data Scientist - Global Economics Job Responsibilities: - Provide technical leadership within a team to generate business insights from big data, identify impactful recommendations, and communicate findings to clients. - Innovate by brainstorming ways to utilize unique data for solving business...
enhancing, and maintaining products, platforms, and APIs used by major financial institutions, fintech players, and... challenger banks globally. Key responsibilities include: - Collaborating with product leaders to define strategy for payments and product platforms. - Transforming business requirements into detailed use...
development and engineering. The engineer will be part of a technology organization that manages sophisticated processing networks capable of handling over 65,000 secure transactions per second across 80 million merchants, 15,000 financial institutions, and billions of... individuals globally. Key...
Title: Head of Generative AI Research Job Responsibilities: Research Leadership & Strategy - Define and execute company's generative AI research strategy across model development, agent systems, reality applications, and privacy technologies. - Lead research initiatives in large language models (LLMs), multimodal models, diffusion models,...
Sr. Claims Specialist - Financial Institutions Job Responsibilities: The Sr. Claims... Specialist for Financial Institutions will be responsible... for managing a diverse range of Management Liability Claims, including but not limited to Bankers Professional Liability (BPL), Investment Advisors, and Private Equity Errors...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) ... Senior Manager in the Financial Institutions Tax practice at... the company, you will have the opportunity to: - Conduct tax research and provide guidance and consultation to clients. - Identify...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: As... Senior Manager in the Financial Institutions Tax practice at... the company, the candidate will have the opportunity to: - Conduct tax research and provide guidance and consultation to clients. - Identify and implement...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: As... Senior Manager in the Financial Institutions Tax practice at... the company, the candidate will be responsible for a variety of tasks that are crucial to the effective delivery of tax solutions....
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: As... Senior Manager in the Financial Institutions Tax practice, the... candidate will be responsible for a variety of tasks that require a high level of expertise and experience in tax management. These...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) ... Tax Manager within the Financial Institutions Tax practice, the... candidate will be responsible for: - Conducting tax research and providing guidance and consultation to clients. - Identifying and implementing tax planning...
expert on the Consumer Financial Protection Bureau (CFPB) and... all related consumer financial laws and regulations. - Advise... the business on regulatory changes and ensure compliance with federal consumer finance statutes. - Lead the response to CFPB supervision and enforcement matters, state...
a diverse team leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. The key responsibilities... include: - Providing advisory services to financial institutions on FATCA, CRS,... Chapter 3 and Chapt...
advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and financial institutions. - Maintain and manage... case files, calendars, dead...
Title: Tax Senior Manager – Private Client Services Family Office Job Responsibilities: - Responsible for training, supervising, and ongoing development of associates and seniors. - Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other...
Title:** Tax Partner - Private Client Services (PCS) **Job Responsibilities:** The Tax Partner for the Private Client Services (PCS) team at the company will be responsible for a variety of tasks that encompass new business opportunities, client servicing, and leadership roles....
Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. - Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with a focus on clients in the financial s...
Title: Tax Director - Private Client Services (PCS) Job Responsibilities: - Review tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Oversee and manage the tax return process, including the identification and resolution of tax...
Title: Manager - National Tax Office (. Required) Job Responsibilities: The Manager in the National Tax Office is responsible for a variety of tasks centered around federal income tax issues. Key duties include conducting research and analysis on federal income tax...
Title: Manager - National Tax Office (. Required) Job Responsibilities: - Conduct research and analyze various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other related matters. - Assist with...
Title: Manager - National Tax Office (. Required) Job Responsibilities: - Conduct research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues, accounting methods, digital assets, and other related matters. - Assist with...
Title: Manager - National Tax Office (. Required) Job Responsibilities: - Responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues, and accounting methods, digital assets, and other matters. - Assist with...
Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement...
Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests...
Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests...
Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, focusing on new business development and expanding services within existing client accounts. -...
Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, driving growth through new business development and expanding services within existing...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The Chief Privacy Officer (CPO) and Senior Vice President, Associate General Counsel at the company will serve as a prominent leader, providing legal advice on privacy, technology development, cybersecurity, incident response,...
involve serving non-profit clients such as health care providers, private foundations, public charities, higher educational institutions, and other non-profit organizations.... The role focuses on providing tax compliance and consulting services which include restructuring, acquisition planning, tax controversy, philanthropic tax pla...
candidate will engage with non-profit clients, including health care providers or plans, private foundations, public charities, higher educational institutions, and other non-profit organizations.... The responsibilities include: - Providing tax compliance and consulting services, such as restructuring, acquisition planning, tax controversy, philanthrop...
Title: Director, Global Head of Sanctions Compliance Job Responsibilities: - Administer, maintain, coordinate, and monitor the day-to-day compliance of the company’s FinTech Compliance Team with sanctions-related laws, regulations, policies, programs, initiatives, rules, and reporting requirements. - Manage, administer, and enhance all...
Title: Member of Legal, Corporate & Commercial Counsel Job Responsibilities: - Serve as the primary legal expert on data privacy and security issues, providing advice on compliance with regulations such as CCPA/CPRA, GDPR, PDPA, PIPEDA, and other emerging privacy regulations. - Design, implement,...
and advancement opportunities Company Overview **Members Only** is a global leader in financial services, offering solutions to... the world's most important corporations, governments and institutions in more than 100... countries. The Firm and its Foundation give approximat...
Strategist Team Experience: 10+ years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary Range: $180,000-210,000 per year About **Members Only**: - Globally recognized and award-winning financial institution with over 130... years of experience - Serving the wo...