and Networking at the company is tasked with providing... and energy transactions with data center providers. The role involves working closely with company executives to finalize agreements... with providers and coordinating various internal organizations to ensure compliance with company policies....
strategic support for the company's . employee benefit plans... and other internal teams on the design, administration, and compliance of the company's . employee benefit plans,... including 401(k) plans, health and welfare plans, fringe benefit programs, nonqualified deferred compensation...
Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public... Accounting and Consulting firm with a...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director,... (LRSC) Team at the company, specifically supporting the company’s... real estate investment funds. The role involves: -... Advising on a wide range of legal and regulatory matters related to private funds, including...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior... (LRSC) Team at the company, serving as the in-house... counsel for the company's real estate investment funds.... The primary responsibilities... include: - Advising on a wide array of legal and regulatory matters...
Paralegal (Associate) at the company will be part of... responsibilities that include: - Drafting, reviewing, and maintaining investment fund distribution agreements, placement... agreements, and selling agreements for company private fund and evergreen... products. - Managing the execution, filing, and recordkeeping of d...
mutual funds and exchange-traded funds. - Advise on regulatory developments and their implementation. - Provide legal support to the company Funds’ Boards of Trustees.... - Collaborate with internal teams on new business initiatives. - Negotiate and document contracts for in...
Asset Management Legal. This position is integral to supporting the Columbia Threadneedle Investments, focusing on registered investment companies such as mutual... funds, ETFs, closed-end funds, and Columbia collective investment trusts (CITs). The primary... responsibilities include: - Performing ongoing legal and re...
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 of the Bank’s full-service wealth management business, which includes RIA, Broker Dealer, and Trust (including...
contracts related to the company's ETF and mutual fund... distribution business. - Research and provide legal advice to business regarding FINRA regulatory and broker dealer compliance issues. - Manage communication and interaction with clients, service providers, and others regarding contract terms and...
Title: Senior Legal Counsel Job Responsibilities: - Analyze new and existing products and services to identify risks and ensure compliance with applicable regulations, particularly focusing on the Investment Advisers Act. - Identify and... mitigate risk implications while providing legal advice in connection with...
negotiate contracts for a variety of advisory, brokerage, technology, and operational services within Pershing. - Provide general legal support to broker-dealer, registered investment adviser, and technology affiliate... as needed. - Advise on new product development and regulatory risk management decisions. - Provide busin...
including drafting and negotiating term sheets and definitive documents. - Drive the company's global business expansion efforts,... including scoping out new jurisdictions, advising on jurisdictional risks and nuances, and leading the formation of new subsidiaries or branch offices outside the U...
Execution Team (FET), you will utilize your legal expertise to support strategic decision making in the areas of investment vehicle management, capital raising,... and regulatory and governance matters. This role offers a competitive salary range of $140,, per year, bas...
structuring and negotiating private investment platforms, including direct responsibility... fund structures. - Advise on and oversee the legal structuring and seeding of new Business Development Company (BDC) platforms, ensuring compliance... with relevant US regulations and industry best practices. - Col...
Title: Paralegal - One Year Contract Hybrid Job Responsibilities: The paralegal will collaborate with the Senior Legal Counsel and the broader US legal team to provide comprehensive legal support across Company’s expanding private markets platform. The role encompasses various responsibilities, including: -...
a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. -... Advise on new product development and regulatory risk management decisions. - Keep informed on legislation a...
contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. -... Advise on new product development and regulatory risk management decisions. - Keep...
on derivatives-related trading agreements and regulatory obligations within the Investment Management Legal team. The... role entails: - Collaborating with business partners to support Parametric products, clients, and initiatives. - Drafting and negotiating a wide array of contracts, including investment manageme...
Title: Associate General Counsel Job Responsibilities: The Associate General Counsel will be responsible for providing comprehensive legal guidance to senior management and the business, supporting the entirety of the Wealth Management business. Key responsibilities include: - Advising senior management and...
Title: Securities Services Attorney - Executive Director Job Responsibilities: - Provide legal advice and support on complex transactional matters, including negotiating agreements for agency securities finance, custody, and fund services with institutional clients. - Collaborate with stakeholders across Securities Services product areas, including...
responsible for representing the company and its affiliated entities... and managed accounts as lenders and investors in senior lending transactions. This role involves structuring and closing senior lending transactions, which may include related non-control equity investments. The transactions cover first...
Title: Broker Dealer Marketing Compliance Job Responsibilities: - Support and/or lead Outsourced Marketing Review (OMR) projects alongside supervisors, relationship managers, account owners, and project leads. - Conduct thorough reviews of clients’ books, records, and other documents to ensure compliance. - Train staff on regulations,...
Title: Director, Securities Regulation & Corporate Governance Job Responsibilities: The Director, Securities Regulation & Corporate Governance will manage a wide array of . securities and corporate law matters. Key responsibilities include: - Legal work on proxy statements for annual and special shareholder meetings,...
General Counsel at the company is a pivotal leadership... role within the legal department, tasked with managing a team of privacy attorneys and professionals. The CPO is responsible for a comprehensive range of duties, including: - Leading a team of privacy...
Title: Counsel - Securities and Corporate/Employment Job Responsibilities: - Collaborate with the Chief Legal Officer (CLO) and finance group to prepare SEC-related documents, including 10-Ks, 10-Qs, 8-Ks, Proxy Statements, and Section 16 Reports. - Assist in planning and executing the Annual Meeting of...
Office Enterprise at the company is responsible for leading... and growing tax engagements while advising on tax matters. This role requires collaboration across different service lines and business areas to deliver innovative solutions that meet the complex needs of clients....
Duties: - Assist clients and company client service teams in... developing ideas, structures, and transactions with a focus on customs and international trade matters to optimize the tax position for clients. - Research, write, and review international trade advice in areas relating...
the technical and practical issues and opportunities regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in area of specialization, involving company specialists at least once... per year. - Train and mentor associates, senior associates, and managers. Researc...
Title: Benefits Lawyer, Executive Director Job Responsibilities: - Review, analyze, and draft decision letters concerning 401(k), pension, and health and welfare plan claims and appeals. - Provide strategic, legal, and technical advice on the design, administration, and compliance of qualified pension, profit-sharing, 401(k),...
Title Tax Senior Job Responsibilities As a Tax Senior within the Tax Services - Business Tax team, the primary responsibilities include managing relationships and ensuring timely reporting of milestones and dependencies. The role involves monitoring risks and issues to escalate as...
Asset Management at the company is tasked with providing... and oversight for the company's affiliated . investment adviser.... This leadership role... requires sound judgment and a deep sense of organizational stewardship. The position involves building a business from the ground...
the company's real estate investment funds. - Ensure adherence... to . securities laws, AIFMD, and other applicable global regulations. - Monitor regulatory developments and assess their impact on fund operations. - Modify and enhance compliance program policies and procedures as...
Job Title: Associate, Investment Compliance Job Responsibilities: - Support the... and processes of the company to mitigate and manage... from public and private investment activity. - Monitor the deal... of potential transactions within company systems. - Conduct research on... potentially impacted public securities and...
Title: Senior Manager, International Tax Salary: Dependent on qualifications and experience Experience Level: Experienced Department: International Tax Location: Multiple locations across the United States (Atlanta, Boston, Charlotte, McLean, Miami, New York, Philadelphia, Short Hills, Stamford, Tampa) H1: Join **Members Only**'s...
on experience and qualifications - Career Level Requirement: Experienced - Department: Business Tax Services - Company: **Members Only** - Job Type:... Full-time - Experience: Minimum five years of relevant experience in a Big 4, law firm, or similar environment - Educati...
**Members Only** (the . member firm of **Members Only** International) offers a comprehensive compensation and benefits package. **Members Only** is an affirmative action-equal opportunity employer. **Members Only** complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified...
make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver... for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Grow...
Manager, NYFS International Tax, Asset Management New York, NY; Short Hills, NJ; Stamford, CT 121445 Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy...
/ Experienced / Sr. Manager / Director Senior Manager, Indirect Tax - Sales & Use New York, NY; Short Hills, NJ; Stamford, CT 121924 Experienced At **Members Only**, you can become an integral part of a dynamic team...
is seeking a Manager for their Mergers & Acquisitions Tax practice. This position is currently available in multiple locations, including Atlanta, GA; Boston, MA; McLean, VA; Miami, FL; New York, NY; Philadelphia, PA; and Short Hills, NJ. The salary for...
or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public... Accounting and Consulting firm with a presence in New York City, Long Island, and Florida. The firm provides expert financial advisory services to companies across various industries. The...
Legal at a leading investment bank, addressing a wide... Commission Merchant (FCM) business and associated functions. - Act as a trusted advisor... to the business and control-side colleagues, providing counsel on all aspects of the dynamic business environment. - Participate in rev...
Title: Tax Manager, Alternative Investments Job Responsibilities: The Tax Manager, Alternative Investments is responsible for assisting in the provision of tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. The primary duties...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice is tasked with a multitude of responsibilities aimed at addressing the complex needs of affluent families and their family offices. The primary...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates on delivering comprehensive...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department, the candidate will play a crucial role in the success and growth of the...
Title Family Office Advisory Services - Manager Job Responsibilities The Family Office Advisory Services Manager is responsible for supporting the legacy of family offices by protecting, improving, and growing their financial, social, and human capital. The role involves reviewing the...
Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, serving as the primary point of contact for both internal and external clients. - Manage relationships with large clients at a senior...