Title: Senior Lead Trust Advisor - Special Needs Trust Job Responsibilities: The Senior Lead Trust Advisor is tasked with providing personalized advice and wealth management services specifically related to Special Needs Trusts for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Key responsibilities...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: The Corporate Counsel for Global Fund Services at the company will be responsible for providing legal advice and interpretation across all areas of the Global Fund Services (GFS) business. Key responsibilities include: - Preparing,...
Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities:... Counsel Associate in the Banking, Lending & Trust (BL&T)... of the Wealth & Investment Management (WIM) division will... be responsible for: - Providing routine legal guidance on well-defined issues or claims...
Title . Private Bank – Private Banker – Vice President or 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...
Title: Senior Lead Trust Advisor - Special Needs Trust Job Responsibilities: The Senior Lead Trust Advisor - Special Needs Trust at Company is tasked with providing personalized advice and wealth management services specifically related to Special Needs Trusts for high net worth...
Title: Tax Principal - Financial Services Job Responsibilities: - Become part of the leadership team of tax and industry professionals to deliver tax compliance and consulting services. This includes mentoring the team to understand and support their clients by developing...
Title: Tax Manager/Director - Financial Services Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build...