General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
providing leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's funds and advisory businesses. The position involves providing highly specialized legal counsel to Senior Management for the company's SEC-registered investment adviser, which is responsi......
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business... Development colleagues (Banker, Financial Advisor, Por...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...
Title: . Private Bank - AWM Program Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title: Wealth Advisor Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing and deepening client relationships through needs-based, high-level client service. - Responsible for delivering a full suite of wealth solutions, including financial...
Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients, focusing on developing and deepening client relationships through needs-based, high-level client service. - Deliver the full suite of company wealth...
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...
legal, tax, administrative, and investment issues, ensuring the effective... exercise of discretionary powers by the Bank in its capacity as trustee. - Oversee investment decisions, collaborating with investors... to ensure the trust's investment objectives align with fiduciary... law and investment gu...
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... needs of...