matter expert for fiduciary tax matters. - Support global trust... teams on tax matters including estate and... gift tax, generation-skipping transfer tax,... fiduciary... income tax, international transfer tax implications,... and foreign tax reporting. - Prepare and present... substantive tax training to the Trusts......
trust documents for legal, tax, administrative, and investment issues,... ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its capacity as trustee. - Oversee investment decisions, collaborating with investors to ensure the...
play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. -... Making recommendations on how the company should ex...
trust documents for legal, tax, administrative, and investment issues,... coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the trust's investment objectives align with...
The following jobs are no longer active but were real openings previously posted by employers.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 Planner Duties: Supports Senior Wealth Planner/Strategist in providing wealth planning services to high net worth clients generally above $10MM. Prepares analysis and work product on moderate to complex cases. Responsible for developing comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable plann... 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Note: This job is no longer active.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
Team Manager Duties: Manages a trust team within an office or center environment. Accountable for the performance of the trust team including growth, profit management and risk management. Responsible for setting up and administering moderately complex estate and personal trust accounts. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary ov... 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
Management Fiduciary Adv Specialist (Lo) II The candidate will be primary contact for coordination for Investment and Fiduciary Services: serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with moderately complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows/retains Wealth Management relationships by integrating fiduciary knowledge, wealth planning, investment... 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
Management Senior Estate Settlement Specialist (Lo) The candidate will be responsible for the proactive delivery and oversight of death settlement services related to the largest and most complex estates and deceased grantor trust accounts. Duties include: review and implementation of complex estate planning documents, identify problems and issues, offer solutions, manage beneficiary and COI expectations, work with internal partners, help make post-mortem elections, o... 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 Planning Strategist The candidate plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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 Planning Strategist The candidate partners with the Wealth Planning Strategist and Regional Wealth Planning Manager to identify and participate in in-scope client activities that may lead to the sale of business owner planning engagements. Serves as the project lead on the most complex planning engagements, focusing primarily on business owner planning engagements, including project oversight, plan preparation, review and delivery. Works collaboratively with ot... 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
Planning Strategist The candidate partners with the Wealth Planning Strategist and Regional Wealth Planning Manager to identify and participate in in-scope client activities that may lead to the sale of business owner planning engagements. Serves as the project lead on the most complex planning engagements, focusing primarily on business owner planning engagements, including project oversight, plan preparation, review and delivery. Works collaboratively with other mem... 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 Senior Trust Administrator III The candidate on the Legacy Trust Team administers multigenerational or dynastic trusts governed by Delaware law which are established as part of a client’s overall estate plan and designed to take advantage of tax and non-tax benefits of... this jurisdiction. As part of a client’s overall Wealth Management relationship, the Legacy Trust Administrator is responsible for managing the risk of the account and responsible for mak... 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 Senior Trust Administrator III The candidate on the Legacy Trust Team administers multigenerational or dynastic trusts governed by Delaware law which are established as part of a client’s overall estate plan and designed to take advantage of tax and non-tax benefits of... this jurisdiction. As part of a client’s overall Wealth Management relationship, the Legacy Trust Administrator is responsible for managing the risk of the account and responsible for mak... 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 Senior Trust Administrator III The candidate on the Legacy Trust Team administers multigenerational or dynastic trusts governed by Delaware law which are established as part of a client’s overall estate plan and designed to take advantage of tax and non-tax benefits of... this jurisdiction. As part of a client’s overall Wealth Management relationship, the Legacy Trust Administrator is responsible for managing the risk of the account and responsible for mak... 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