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......
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: 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: 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: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in Family Office Advisory Services will play a crucial role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key responsibilities...
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...
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...