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...
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...
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: Director & Senior Counsel, Complex Claims Job Responsibilities: - Manage a full case load of the most complex/high exposure claims within Casualty Claims with minimal oversight and direction. - Analyze coverage, communicate coverage positions, and manage related coverage litigation. -...
claims within the North America claims team at the company. - Handle a variety of liability claims, including private equity, investment advisors' errors and omissions,... directors and officers, and insurance professional liability. - Collaborate with team members across North America claims, Internatio...
Title: Director, Claims Vendor Relations Job Responsibilities: - Lead vendor procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Claims. - Oversee litigation-related vendor engagements to align with internal legal strategy and claims priorities. - Manage vendor panel...
Title: Counsel - Commercial Banking Services Job Responsibilities: The Counsel... for Commercial Banking Services is responsible for... providing consistent and sound legal advice in a clear, concise, and responsive manner. This involves developing legal knowledge and skills, understanding relevant substantive law,...
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,...