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 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...
Senior Managing Counsel - Services (North America Markets) Job Responsibilities: -... commercial contracts, including master services agreements, statements of work,... transactional agreements, consulting agreements, platform agreements, SaaS agreements, and marketing and promotional campaign agreements. - Serve as a strategic partner and trusted advisor...
Title: Alternative Investment & Private Markets Attorney Job Responsibilities: The Alternative Investment & Private Markets Attorney will join Company’s Wealth Management Legal and Compliance Division as a Vice President. The primary responsibilities include providing legal coverage for the Alternative Investments and...
support for the strategic development and daily operations of the company's global Blockchain and Digital Currencies teams' products and services. - Offering tactical and strategic... legal support on products and solutions, advancing the company's corporate objectives, particularly in blockchain and digit...
the evolving . privacy, data, and AI regulatory landscape. The role involves... close collaboration with the . Privacy, AI & Data Responsibility Team, Government Affairs, and the Global Privacy Engagement Lead to ensure consistent and effective internal and external pos...
Title: Senior Corporate Paralegal Job Responsibilities: - Support and assist with the preparation and filing of SEC reports, including Forms 10-Q, 10-K, proxy statements, and Section 16 filings; maintain EDGAR Next credentials and annual confirmations. - Coordinate logistics for the Annual General Meeting,...
Title: AML Consultant Job Responsibilities: The AML Consultant is responsible for supporting client service delivery in collaboration with the AML and sanctions team. This role involves managing a small team of investigators, performing case investigations, and conducting Quality Control (QC) of case...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will play a crucial role in supporting client service delivery within the AML and sanctions team. Your responsibilities will include: - Conducting case investigations to evaluate potential...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a focus on Power and Energy at the company is tasked with providing comprehensive legal support for complex data...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will collaborate with the AML and sanctions team to support client service delivery. Key responsibilities include: - Managing a small team of investigators. - Performing case investigations and quality...
audit, regulatory, valuation, and financial analyses services to design... clients' complex accounting and financial reporting challenges, as well... as their broader business issues. Encourage everyone to have a voice and invite opinion from all, including quieter members of the team....
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy projects. The role involves: - Supporting renewable energy client engagements and...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking at the company is tasked with providing legal support for complex data center power and energy transactions with data center...
Title: Director/Sr Director F&A - Firm Taxes Job Responsibilities: - Provide strategic direction and oversight for the company’s domestic and international tax compliance functions. Ensure alignment with overall business objectives and risk management priorities. - Lead and champion firm-wide process improvement and automation...
Claims Consultant - Aging Services/Medical Malpractice Job Responsibilities: The Complex Claims... particularly in the Aging Services segment, which includes skilled... nursing, assisted living, and independent living facilities. Key responsibilities include: - Managing claims with large exposures, requiring specialized technical expertise and coordination. - Verifying...
Complex Claims Consultant - Financial Lines/Public D&O Job Responsibilities: - Manage... an inventory of highly complex litigated claims, with large exposures requiring specialized technical expertise and coordination. This includes verifying policy coverage, conducting investigations, developing resolution strategies, and authorizing disbursements within authority...
Claims Consulting Director - Financial Lines D&O/E&O Job Responsibilities: - Manage... complex Public D&O and Financial Institutions E&O claims, which... often span multiple years and involve significant loss exposure. This includes overseeing all aspects of claim handling such as coverage determinations, investigations,...
Title: Sr Associate Counsel Job Responsibilities: - Represent the company and its subsidiaries in a wide range of corporate legal matters. - Provide high-quality, responsible, and efficient legal advice and counsel to the company's business units. - Identify and analyze diverse...
Title: Assistant Vice President, Complex Claims Job Responsibilities: The Assistant Vice President, Complex Claims is responsible for the strategic direction and leadership of high-severity Auto and General Liability claim execution. The role involves the effective implementation of key strategic objectives and policies...
audit, regulatory, valuation, and financial analyses services to design... clients' complex accounting and financial reporting challenges, as well... as their broader business issues. Encourage everyone to have a voice and invite opinion from all, including quieter members of the team....
Title: Complex Claims Consultant - Dental Healthcare Job Responsibilities: - Manage an inventory of highly complex healthcare professional liability claims, involving large exposures requiring specialized technical expertise and coordination, by adhering to company protocols to verify policy coverage, conduct investigations, develop...
tasked with managing an inventory of highly complex Financial Lines claims, which come... with large exposures requiring specialized technical expertise and coordination. The responsibilities include verifying policy coverage, conducting investigations, developing resolution strategies, and authorizing disbursements within authority limits. Th...
Title: Claims Consultant - Mass Tort Job Responsibilities: - Manage a variety of high exposure and complex litigation claims involving loss types such as sexual molestation, latent injury product hazards, social media/AI/video game addiction, pollution, PFAS/AFFF, and other mass tort general liability...
Title: Complex Claims Consultant - Cyber, Technology, Media, MPL Job Responsibilities: - Manage an inventory of highly complex commercial claims with large exposures, requiring specialized technical expertise and coordination. This involves verifying policy coverage, conducting investigations, developing resolution strategies, and authorizing disbursements...
Title: Senior Claims Compliance Analyst Job Responsibilities: - Manage and maintain a comprehensive 50-state claims database. - Monitor legislation, Department of Insurance (DOI) bulletins, court reporters/decisions, and statutory changes, and manage any backlog while implementing targeted compliance training. - Develop and own controls related...
Title: Senior Complex Claims Specialist - Professional Liability Job Responsibilities: The Senior Complex Claims Specialist is an individual contributor role responsible for managing high-severity primary Professional Lines claims, including Miscellaneous Professional Liability, A&E, Allied Health, and Media claims, from inception...
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: Manager, Retail Operations - TurboTax Job Responsibilities: Leadership & Team Coaching: - Provide ongoing coaching and mentorship to develop team skills and confidence. - Deliver constructive feedback and recognition that drives engagement and performance. - Conduct performance reviews and set clear, motivating goals for...
with supporting the dynamic growth of the company's cloud services. This role is focused... on complex data center power and energy transactions with data center providers. Responsibilities include: - Collaborating with company executives to finalize agreements between the company a...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits will provide legal guidance and strategic support for the company's . employee benefit plans and programs. The primary responsibilities include: - Advising Benefits and other internal teams on the...
Job Title: Senior Counsel, Financial Services Job Responsibilities: - Provide practical... money transmission, payout structures, and end-to-end funds-flow architecture. - Offer legal advice on financial services and products available... to Sellers, including domestic and cross-border sales-based financing (merchant cash advances) and commercial lending. -...
Integration competency, the candidate will be responsible for delivering high-quality tax technology services to multinational clients. Key... responsibilities include: - Collaborating closely with partners, managing directors, and engagement teams to lead complex ERP tax integration projects across the entire end-...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
Research and provide legal advice to business regarding FINRA regulatory and broker dealer compliance... issues. - Manage communication and interaction with clients, service providers, and others regarding contract terms and conditions and other information. - Keep abreast of regulatory developments that impact...
the Global Head of Regulatory Strategy and Advisory, Legal,... the HLC will manage legal affairs across all jurisdictions where Company operates. Key responsibilities include: - Providing legal support for commercial business initiatives and assisting the business development team. This involves negotiating...
Title: FVP Associate General Counsel Job Responsibilities: The FVP Associate General Counsel at Company acts as a strategic advisor and legal leader, collaborating closely with the General Counsel to oversee the Bank's legal affairs and manage complex legal projects. Key responsibilities include: -...
Title: Senior Counsel and Director, Strategy & Partnerships Job Responsibilities: - Provide expert legal counsel for structuring and negotiating private investment platforms, including direct responsibility for GP stakes and the establishment of rated feeder fund structures. - Advise on and...
brokerage, technology, and operational services within Pershing. - Provide general... legal support to broker-dealer, registered investment adviser, and technology affiliate as needed. - Advise on new product development and regulatory risk management decisions. - Provide... busin...
- Influence decision-making at the executive level, providing strategic legal advice on key business decisions and transactions. - Provide strategic legal advice and support, particularly in high-demand areas such as mergers and acquisitions, intellectual property, and regulatory compliance. - Ensur...
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 to applicable regulatory requirements. - Negotiate and... draft legal documentation for specific transact...
legal advisor on bank regulatory matters. - Support regulatory strategy... and 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...
the company, the primary responsibilities include providing legal support for platforms where alternative investment products are available to customers. This role encompasses strategic initiatives, regulatory compliance, and negotiating agreements... with product issuers or advisers. Key duties involve: - Offering lega...
(GAIS) group, primarily to the Private Bank distribution business. - Advise on a wide range of legal issues related to investment management advice and products. - Support regulatory developments, new product development,... and product launches. - Collaborate with Legal Department colleagues and c...
to payment products and services. The candidate will be... expected to collaborate with cross-functional teams, including engineering, product management, and business operations, to ensure compliance with applicable laws and regulations. This role involves advising on a wide range of legal...
range of legal and regulatory questions related to the... Futures Commission Merchant (FCM) business and associated functions. - Act as a trusted advisor to the business and control-side colleagues, providing counsel on all aspects of the dynamic business environment. - Participate in...
Job Title: Financial Services - Customer Tax... and Reporting - Tax Services Senior Analyst-EDGE Job Responsibilities: - Work... independently to identify and address problem areas ensuring tax returns, tax research, tax accounting, and tax projects are completed timely, efficiently, and accurately. This...
to support the company's Fixed Income and Equities (FIEQ) institutional sales and trading businesses. Key responsibilities include: - Providing legal advice and assistance to business, Credit, Risk, and Compliance partners on legal, regulatory, and reputational issues arising... from FIEQ b...