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;...
Job Title: Tax Partner - Global Family... Job Responsibilities: As a Tax Partner in the Global... for leading and growing tax engagements and advising on... various tax matters. The role involves... collaborating across service lines and business units to deliver...
The following jobs are no longer active but were real openings previously posted by employers.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 Management Solutions Officer The candidate will be responsible for the management of the Wealth Management Department. Will be responsible for the oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen customer relations by insuring investment selections meet customer risk tolerance, liquidity needs,... 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Note: This job is no longer active.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 Management Solutions Officer The candidate will be responsible for the management of the Wealth Management Department. Accounts may be in any of the following categories: probate, guardianship, living and testamentary trusts, investment advisory and custody accounts, escrows, supplemental needs trusts and employee benefit trusts. Responsibilities include: oversight of department activity to ensure appropriate account administration and review; drive the strateg... 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Note: This job is no longer active.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 Wealth Management Solutions Officer Responsibilities include: Oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen customer relations by insuring investment selections meet customer risk tolerance, liquidity needs, time horizons, tax situations or legal considerations... and unique needs and circumstances, a... 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 Management Solutions Officer The candidate will handle accounts may be in any of the following categories: probate, guardianship, living and testamentary trusts, investment advisory and custody accounts, escrows, supplemental needs trusts and employee benefit trusts. Responsibilities include: oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Tru... 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 Wealth Management Solutions Officer Responsibilities: Oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen customer relations by insuring investment selections meet customer risk tolerance, liquidity needs, time horizons, tax situations or legal considerations... and unique needs and circumstances, and the p... 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 Wealth Management Solutions Officer The candidate will oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen customer relations by insuring investment selections meet customer risk tolerance, liquidity needs, time horizons, tax situations or legal considerations... and unique needs and circumstances, and the... 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 Management Solutions Officer The candidate will work collaboratively with other lines of business and industry partners to drive the strategic goals to meet the needs of the customers and reach untapped markets. Will be responsible for oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen customer r... 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
Financial Planner - Encompass The candidate will have following responsibilities: Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment... performance, estate flowcharts. Prepare income and gift tax returns for clients.... Assist... in financial planning projects and analysis. Will be trained on the use of the Advent portfolio system. Should have Bachelor's degree in Accounting or Finance with a GPA of or... 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 Tax Specialist The candidate as... a member of Rockefeller Capital Management Multi-Family Office will serve as a trusted advisor to clients with executive compensation, private equity & multi-state taxation issues and guide them through the implications of tax regulations while advising them... on tax strategies. Will train our... professionals on complex tax matters and be responsible... for setting policy on tax issues. Provide tax planning... and consultation to our high net wor... 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 Fiduciary Advisor The candidate will be responsible for managing significant and often complex fiduciary client relationships. Will be responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... 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