candidate will support the company as a senior leader... related to supporting the company as a Private Credit... asset manager. The responsibilities include providing legal counsel and direction to the business, its leadership, and employees on various activities and specific...
Title: Counsel / Senior Counsel - Equity & Funds Practice Job Responsibilities: - Assume primary lawyer responsibility for new and portfolio investments globally and across the company’s regions, with a focus on equity and funds transactions across all industry sectors. This...
Director, Legal Counsel- Alternative Investment Platforms Job Responsibilities: As... Director, Legal Counsel- Alternative Investment Platforms at the company,... for platforms where alternative investment products are available to... customers. This role encompasses strategic initiatives, regulatory compliance, and negotiating agreements with product...
Director, Legal Counsel- Alternative Investment Platforms Job Responsibilities: -... Provide legal advice related to strategic and growth initiatives concerning alternative investment platforms. - Draft and... negotiate intermediary agreements with third-party alternative investment providers and issuers. -... Offer legal guidance on...
legal transactional and management roles. The main responsibilities associated with this role include: - Collaborating as part of the Legal and Compliance Team to support the company as a Private Credit... asset manager, dealing with both transactional and operational mat...
business leadership of the company. - Act as a trusted... legal advisor, providing legal counseling and advice on matters of significant legal impact, including M&A, corporate governance, and executive compensation. - Advise business partners and other corporate functions on M&A transactions, venture...
Client Services at the company is tasked with leveraging... their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This role emphasizes managing tax and consulting engagements, demonstrating skills in identifying and addressing...
Title: Director, PMO and Project Delivery Job Responsibilities: The Director, PMO and Project Delivery, is responsible for leading the client strategy team in the **Members Only** Direct global team. The role involves orchestrating teams and ensuring the completion of key action items from...
Title: Sr. Tax Planner Job Responsibilities: - Review clients’ past tax returns during the financial planning process to identify incremental opportunities. - Collect, analyze data, and provide recommendations. - Ensure that all tax-related research and data gathering is complete, create deliverables (“Tax Plan”), and...
Title: Sr. Tax Planner Job Responsibilities: - Review clients’ past tax returns during the financial planning process to identify incremental opportunities. - Collect and analyze data, providing recommendations on short and long-term tax strategies such as investments, retirement plan savings, business structure, and...
Title: Tax Managing Director, Alternative Investments Job Responsibilities: The Tax Managing Director in the Alternative Investments practice is responsible for providing tax compliance and consulting services to clients in Venture Capital, Private Equity, Hedge Fund, and Real Estate. Key responsibilities include: Tax Compliance: -...
Identify and perform necessary research, documenting analysis and findings. - Interact directly with clients and their advisors. - Communicate project status with supervisors, engagement teams, and clients. - Assist with administrative responsibilities including billing, cash collection activities, recruiting, and participation in CPE act...
strategic counsel to the company, focusing on a wide... range of business matters. The role involves managing complex legal issues, mitigating risks, and supporting compliance across the company, with an emphasis on... disputes, litigation, compliance, contracts, and labor matters. Although...
Title: Tax Director, State & Local Tax Job Responsibilities: The Tax Director, State & Local Tax, plays a pivotal role in supporting Principals and the broader SALT practice. Key responsibilities include: Research: - Identifying situations requiring additional research and conducting reviews of state-specific statutory,...
Title: Tax Director, State & Local Tax Job Responsibilities: 1. Research: - Identifies situations requiring additional research and reviews state-specific statutory, regulatory, and judicial guidance on identified issues. - Analyzes client-specific facts against published state guidance and determines the need for further...
specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - May act as a segment or... industry specialist, se...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients, deepen client relationships, and build an internal and external network to achieve business development goals. - Lead the Client Management Process within the client team to identify new business development...
Title: Privacy & Security Legal - Counsel 2 Job Responsibilities: The role of Privacy & Security Legal - Counsel 2 involves providing general legal services specifically related to artificial intelligence (AI), privacy, and cybersecurity. The candidate will be expected to...
Title: Privacy & Security Legal - Counsel 2 Job Responsibilities: The role of Privacy & Security Legal - Counsel 2 involves providing general legal services specifically related to artificial intelligence (AI), privacy, and cybersecurity. Responsibilities include: - Working on issues where legal...
the Legal team at Company, you will report to... role will be to act as a trusted legal... advisor for Company’s corporate and business leadership. The position involves providing legal counseling and advice on matters with significant legal impact, particularly...
Duties: - Assist clients and company client service teams in... developing ideas, structures, and transactions focused on customs and international trade matters to optimize the tax position for clients. - Research, write, and review international trade advice in areas relating to the...
Obligations (CLOs). - Enhance the performance of tax functions and contribute to the motivation and development of colleagues and client relationships. - Act as a technical resource... for complex tax matters related to CLOs. - Assist in the development and maintenance of propri...
Title: Private Banker Job Responsibilities: - Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and portfolio...
Title: Private Client Advisor II Job Responsibilities: - Responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to provide a...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen existing client relationships to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience, offering full...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients. This involves leveraging their educational background and professional...
Title: Tax JD Intern - Summer 2026 Job Responsibilities: - Support tax teams with various tasks. - Participate in diverse projects to gain practical experience. - Conduct research to assist in tax-related assignments. - Observe and learn from professional work environments. - Develop your personal brand...
Lifecycle Services within the Investment Bank. Your primary responsibilities... will include: - Gathering and analyzing Know Your Customer (KYC) information to ensure an efficient and transparent KYC review process for institutional clients. - Supporting Sales & Trading across multiple markets and asset...
the entirety of the company's Wealth Management business. - Advise... other stakeholders on a wide range of legal and compliance issues concerning all aspects within the company's full-service wealth management business,... which includes RIA, Broker Dealer, and Trust offerings and services....
Counsel role within the company is a versatile in-house... responsibilities and requires the ability to handle diverse legal matters. Key responsibilities include: - Contracting: - Review and negotiate various agreements, including investment management agreements, non-disclosure agreements... (NDAs), releases, consultin...
Title: Associate General Counsel Wealth Job Responsibilities: - Advise senior management and other stakeholders on a wide range of legal and compliance issues concerning all aspects within the bank's full-service wealth management business, which includes RIA, Broker Dealer, and Trust (including Delaware...
FINRA, NFA requirements. - Advising on activities of limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing,... and disclosure rules. - Assisting in drafting and negotiating distribution and service agreements with intermediaries. - Advising on matters related to . distribution...
The **Members Only** Company is seeking an In-House... negotiating, and drafting vendor agreements; coordinating sophisticated strategies with outside counsel; advising on current legal matters and developments with the law; providing general support to the company’s sales and operations de......
Counsel – IP Licensing & Government Contracts Location: Campbell, CA; Austin, TX; or . Remote Work Environment: Hybrid About Arteris Arteris connects innovation. Our network-on-chip (NoC) interconnect IP and system IP solutions power next-generation semiconductor designs across automotive, AI, data center, aerospace, and defens...
and related strategic initiatives. - Advise on regulatory issues relevant to the . client-facing business, including SEC, CFTC, FINRA, and NFA requirements. - Advise on activities of limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing,... and disclosure rules....
with the core values of the company. The role directly influences... decision-making, fosters sound business practices, safeguards the company's reputation, and optimizes efficiency.... The attorney will be part of a team dedicated to serving as a trusted partner to he...
Job Title: Investment Management Attorney Job Responsibilities: The Investment... Management Attorney will be... engaged in a variety of legal and regulatory matters to support the Funds and Hartford Funds’ other business lines. Key responsibilities include: - Supporting the Funds’ Boards of Directors/Trustees by...
and NFA requirements. - Providing legal guidance on activities related to limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing,... and disclosure rules. - Assisting in drafting and negotiating distribution and service agreements with intermediaries. - Advising on matters...
$50 billion in assets globally. The responsibilities include acting as a subject-matter expert for compliance and operational risk control (C&ORC) specifically for the CIG business. The officer will provide independent advice, challenge, and control to the business’s compliance risk-taking act...
Officer - Credit Job Responsibilities: - Act as a subject-matter expert... in the administration, maintenance, and improvement of compliance policies, procedures, and processes of CIG, aligning them with those of company Asset Management and the... wider company Americas organization. - Assess the... impac...
which manages over $50 billion in assets globally. The candidate will act as a subject-matter expert... for compliance and operational risk control within the CIG business. Key responsibilities include: - Providing independent advice, challenge, and control to the business' compliance risk-ta...
Officer - Credit Job Responsibilities: - Act as a subject-matter expert... for the Credit Investments Group (CIG) business within the Asset Management division, providing independent advice, challenge, and control over compliance risk management. - Assist in the administration, maintenance, and enhancement of compliance...
to tax credit investments, syndications, and loans facilitated by the company's Impact Finance division. The... primary responsibilities include transitioning new tax credit investments, syndications, and loans from production to operations. The manager is tasked with developing, leading, and directing the...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth...
in fiduciary discretion. - Act as the primary contact... for clients on trust account relationships, maintaining regular communication and overseeing all aspects of trust administration for complex relationships. - Assess and manage risk, exercise fiduciary discretion and adhere to policies...
recommending banking, borrowing, and investment solutions to help clients... advisory team, including trust, investment, and planning strategists, tailored... to the complexity of the client relationship. - Develops a comprehensive understanding of clients’ needs through review and analysis of personal and business...
greater than $25 million. - Act as the primary point... of contact for internal and external referrals for Family Wealth (FW) prospects. - Command the Family Wealth value proposition and family office capabilities. - Responsible for revenue growth on the relationship. - Develop, document,...
Senior Relationship Manager Job Responsibilities: - Act as the primary client... recommending banking, borrowing, and investment solutions to help clients... advisory team, including trust, investment, and planning strategists, based... on the complexity of the relationship. - Develop a comprehensive understanding of the client’s...
Title **Members Only** Senior Relationship Manager Job Responsibilities - Acts as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients... achieve their financial goals. - Leads, coordinates, advisory team, including trust, investment, and planning strategists, based......
Title: Director, Claims Vendor Relations Job Responsibilities: Strategic Vendor & Litigation Oversight - Lead vendor procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Claims. - Oversee litigation-related vendor engagements, ensuring alignment with internal legal strategy, claims priorities,...