Wealth Management’s broker-dealer and investment advisory products, services, and... sales channels for retail businesses. - Advise on a wide range of projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely, strategic legal counsel by leveraging legal...
Wealth Management’s broker-dealer and investment advisory products, services, and... sales channels for retail businesses. - Advise on a wide range of projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely, strategic legal counsel by leveraging legal...
supporting the broker-dealer and investment advisory products, services, and... sales channels for retail businesses within . Morgan Wealth Management. - Advise on a wide range of projects and initiatives that help define retail Wealth Management businesses. - Provide timely and strategic legal...
Wealth Management's broker-dealer and investment advisory products, services, and... sales channels for retail businesses. - Advise on a wide range of projects and initiatives that will help define retail Wealth Management businesses. - Provide timely, strategic legal counsel by leveraging legal experience...
the company's broker-dealer and investment advisory products, services, and... sales channels for retail businesses. - Advise on a wide range of projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely, strategic legal counsel by leveraging legal...
Title: GPB Wealth Management Investment Solutions Attorney - Vice... a GPB Wealth Management Investment Solutions Attorney - Vice... US Wealth Management business. Key responsibilities include: - Offering legal advice and support to the investment solutions business team, particularly... focusing on m...
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...
of assigned fiduciary and investment management accounts. The role... may involve Relationship Management responsibilities and requires product specialty knowledge and expertise, such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc. The officer will likely work as part of a team o...
legal, tax, administrative, and investment issues, coordinating the delivery... discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the... trust's investment objectives align with the... needs of the trust and applicable fiduciary law, and that investments...
Title: Executive Director, Wealth Planner Job Responsibilities: - Collaborate with divisional and wealth planning & advice leadership to develop and present content on various wealth management topics. - Serve as a resource to the field in areas of tax and trust & estate...
Title: Executive Director-Wealth Planner Job Responsibilities: - Collaborate with divisional and department leadership to develop and present content on diverse wealth management topics. - Act as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies,...
board documentation and committee participation. - Anticipate legal and commercial risks, offering creative solutions aligned with corporate goals. Contract & Policy Management - Draft, review, and negotiate a wide range of contracts (IT, vendor, client, reinsurance, investment). - Maintain and improve contract... templates a...
Title: Senior Counsel - Investment Grade Debt Capital Markets... Origination Job Responsibilities: - Lead or participate in moderately complex initiatives and deliverables, contributing to large-scale planning. - Review and analyze moderately complex challenges requiring in-depth evaluation of variable factors. - Provide...
Title: Commercial Counsel Job Responsibilities: - Provide sound, practical, and timely legal advice on a wide variety of legal matters related to the operation of a commercial business that markets and sells to healthcare institutions, government entities, healthcare professionals, and distributors. - Draft,...
ETFs, mutual funds, and interval funds. - Support the development and launch of industry-leading ETFs by preparing regulatory documents and advising business teams. - Provide guidance on regulatory and legal issues impacting the company’s ETF, mutual fund, and investment advisory businesses; coordinat...
economic, financial, and econometric analysis to law firms, companies, and government... agencies. Through a supportive, collaborative, and collegial culture, company invests in talent and provides opportunities for career advancement. The firm has been consistently ranked among the top firms in...
structures, token emissions, and governance mechanisms. - Draft, review, and negotiate a wide range of agreements, such as investment, commercial, SaaS, IP licensing,... vendor, partnership, and validator contracts. - Monitor regulatory developments across major jurisdictions concerning crypto assets, securities, an...
several subsidiaries, affiliates, and investment vehicles, both domestically and... internationally. The role requires a blend of established long-term tasks and ad-hoc projects based on diverse legal requests. Key responsibilities include: - Maintaining corporate records, drafting resolut...
and negotiate company agreements, investment contracts, and related legal... documentation. - Offer practical legal advice and recommendations to internal client groups on daily legal and risk mitigation issues, ensuring business objectives are met while maintaining compliance. - Represent tax credit...
role involves joining the Investment Management Legal team as... the Parametric and other Investment Management businesses on derivatives-related... trading agreements and their regulatory obligations. Key responsibilities include: - Collaborating with business partners to support Parametric products, clients, and initiatives. -...
**Members Only** Company is seeking an In-House Attorney to handle a wide variety of complex legal matters and projects with a primary focus in customer contracting. This position offers an exciting opportunity for a talented attorney to support a broad...
managing all facets of investment closings as well as... handling routine internal legal work. This role is crucial in ensuring that all legal documents are thoroughly reviewed and that the transaction logistics are coordinated efficiently. The main responsibilities include: - Proactively...
management by advising on the acquisition and sale of shareholdings and the establishment of joint ventures. - Draft, review, and negotiate investment and project documentation, including... share purchase agreements, shareholders’ agreements, articles of association, by-laws, and other ancillary agreements, loan agre...
Title: Associate General Counsel (Regulatory & Government Relations) Job Responsibilities: Policy Monitoring and Advocacy - Monitor and analyze state and federal bills and regulations. - Issue a weekly policy digest and draft position memos, comment letters, and redlines. - Collaborate with outside counsel and lobbyists...
Director, Animal Health Business Law Job Responsibilities: - Serve as the... primary legal advisor to the President of the company and the US Animal Health (AH) Commercial Leadership Team. - Provide strategic legal counsel, drive operational excellence, and enable compliant innovation across a...
Job Title: Paralegal, Investment Management Director Job Responsibilities: -... Assist attorneys with fund formation, structuring, regulatory compliance, and transactional matters. - Coordinate all aspects of fund launches, including tracking documentation, managing timelines, and facilitating communication between internal stakeholders and external counsel....
Title: Senior Counsel - Investment Grade Debt Capital Markets... Origination Job Responsibilities: - Lead or participate in moderately complex initiatives and deliverables, contributing to large-scale planning. - Review and analyze moderately complex challenges, requiring an in-depth evaluation of variable factors. - Provide guidance to...
Title: Senior Counsel - Investment Grade Debt Capital Markets... Origination Job Responsibilities: - Lead or participate in moderately complex initiatives and deliverables, contributing to large-scale planning. - Review and analyze moderately complex challenges requiring an in-depth evaluation of variable factors. -...
Title: Tax Senior, Alternative Investments Job Responsibilities: Tax Compliance: - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens, ensuring both self and client service teams adhere to company policies, standards, and the **Members Only** Tax Quality Manual (TQM). -...
Title: Equity Capital Markets Lawyer (Assistant General Counsel - VP) Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large-scale planning. - Handle matters that significantly impact the company's operations, strategies, or profitability. - Review and...
of the Corporate & Investment Banking division. Responsibilities include... substantive legal advice on various laws and regulations related to structured products capital markets and investment banking activities. The role... involves working directly with business clients to develop an in-depth under...
of the Corporate & Investment Banking division of the... role involves providing support to various lines of business, including Structured Products Group, Asset Backed Finance, portions of Commercial Real Estate, Home Lending, Corporate Treasury, and Investment Portfolio. The transactions cov......
Title: Senior Corporate Counsel - Finance Job Responsibilities: The Senior Corporate Counsel (Finance) is a key member of the legal team, responsible for supporting the company's capital raising and corporate transactional operations. This encompasses debt and equity financing, joint ventures, structured finance,...
Title: Senior Corporate Paralegal Job Responsibilities: In the role of Senior Corporate Paralegal, the candidate will be responsible for a wide range of entity management and corporate governance activities, with a specific focus on maintaining the company's subsidiaries both domestically...
collaborating with senior estate planning strategists and teams of investment professionals to provide clients... and prospective clients with objective information and analyses focusing on estate, gift, and income tax planning. The specific responsibilities include: - Building and maintaining relationships with ultra-hig...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and...
Title: Tax Senior, Customs & International Trade Job Responsibilities: The Tax Senior, Customs & International Trade is tasked with leveraging their research skills and educational background to identify potential trade issues and opportunities. They offer advisory services to clients across various...
Manager Job Responsibilities Client Engagement & Relationship Management - Serve as the primary point of contact for clients. - Provide proactive tax planning and advisory support tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and pass-through entity owners. - Build and maintain...
Title Senior Regulatory Support Consultant Job Responsibilities - Ensure compliance with statutory and regulatory guidelines for ERISA, Internal Revenue Code, and other guidance requirements for qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72 Annuities, and...
Title: Senior Regulatory Support Consultant Job Responsibilities: - Ensure compliance with statutory and regulatory guidelines for ERISA, Internal Revenue Code, and other guidance requirements related to qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72...
within the Commercial and Investment Banking division, the candidate... will be responsible for providing comprehensive legal support to specific geographical markets within the Emerging Middle Market (EMM) business of the company. This role focuses on businesses with annual revenues ranging...
Title: FID, Contractual Terms Risk Management - Associate Job Responsibilities: - Coordinate the preparation of meeting materials for Counterparty Risk/Credit escalation meetings. - Liaise with members of the company's Risk, Credit, and Legal teams as well as the various trading desks within the...
Title: Executive Director, Head of Global Policies and Training Job Responsibilities: The Executive Director, Head of Global Policies and Training at the company is a strategic leader tasked with driving the global vision, strategy, and operational excellence of the company's ethics and...
Title: Director, Senior Trust Officer Job Responsibilities: - Serve as the primary fiduciary contact for some of the largest and most sophisticated trust relationships within the company. - Manage all facets of trust administration and relationship management for assigned clients, supported by a...
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced Planning is responsible for serving as a financial planning and estate planning expert for high-net-worth clients and their advisors at the company. The role involves delivering estate planning guidance and education...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and estate planning engagements,...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The Sr. Fiduciary Advisor is tasked with delivering fiduciary client advisory services to Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is tasked with fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents local delivery for clients with specific...