– Investments Job Responsibilities: - Support investment transactions, including negotiation and... review of investment agreements, subscription documents, side... letters, and related contracts. - Assist in legal due diligence for prospective investments, including review of fund structures, offering materials, governance documents, and distressed debt...
global regulatory issues in the context of the company's asset management business. - Provide general... regulatory advice, including interpretation and application of regulatory reforms to the business. - Offer legal guidance and advice for new investment product launches, including prepara......
Title: Counsel, Funds & Investment Management Job Responsibilities: - Support the... statements, engaging in the sub-advised funds’ 15(c) process, and assisting with responses to sub-advised client inquiries. - Negotiate investment management agreements and other... contracts, including amendments with institutional investors and financial ser...
aspects of the asset management business, focusing on private... funds related to real estate and private credit investments. - Provide legal advice on the formation and capital deployment by private funds, including drafting offering documents, negotiating with service providers, and ensuring...
General Counsel Job Title: Associate General Counsel Job Responsibilities: The Associate General Counsel is responsible for providing comprehensive legal support to the company’s Legal Department and advising other departments on a wide range of legal matters. The role involves preserving the company's reputation...
Job Responsibilities: - Support investment transactions, including negotiation and... review of investment agreements, subscription documents, side... letters, and related contracts. - Assist in legal due diligence for prospective investments, including the review of fund structures, offering materials, governance documents, and...
funds, ETFs, and collective investment trusts. - Review, draft, and... negotiate various fund-related agreements such as intermediary and fund participation agreements, ETF authorized participant agreements, and contracts with key service providers. - Act as a trusted advisor to internal stakeholders including...
funds, ETFs, and collective investment trusts. - Review, draft, and... negotiate a broad range of fund-related agreements, such as intermediary and fund participation agreements, ETF authorized participant agreements, and contracts with key service providers. - Advise internal stakeholders, including the Funds...
registered funds and collective investment trusts, ensuring compliance with... relevant regulatory requirements. - Draft, review, and negotiate a broad range of fund-related agreements, including intermediary and fund participation agreements, ETF authorized participant agreements, and contracts with key service providers. - Advise internal...
registered funds and collective investment trusts, ensuring compliance with... all applicable regulatory requirements. - Draft, review, and negotiate a wide array of agreements related to fund distribution, operations, platform onboarding, and service provider engagements. - Advise internal partners on complex legal, regulatory,...
Title: Corporate Counsel, Real Estate/Colocation - AWS Job Responsibilities: - Structure, draft, and negotiate complex real estate agreements to support the worldwide data center portfolio of AWS. - Provide comprehensive legal counsel on transactional matters, interpreting contracts with precision and strategic insight. - Manage...
– Investments Job Responsibilities: - Support investment transactions, including the negotiation... and review of investment agreements, subscription documents, side... letters, and related contracts. - Assist in legal due diligence for prospective investments, including the review of fund structures, offering materials, governance documents, and...
of legal, general corporate, and securities law matters with a particular focus on the management of real estate-related public... companies. The primary responsibilities include: - Overseeing the ongoing day-to-day management of publicly listed companies. -... Supporting corporate governance matters, liaising with e...
Title: Senior Corporate Counsel Job Responsibilities: - Lead and support mergers, acquisitions, joint ventures, investments, financings, and other corporate transactions through all stages of a transaction lifecycle, including deal structuring, negotiation, due diligence, and deal execution. - Draft, review, and negotiate transaction documents,...
Title: Sr. Paralegal Job Responsibilities: - Draft, review, and negotiate a variety of contracts including NDAs, service, license, and employment agreements under the supervision of an attorney. Manage complex real estate and executive-level agreements that require strategic judgment and confidentiality. - Provide administrative...
supporting mergers, acquisitions, strategic investments, and joint ventures within the Property & Casualty (P&C) insurance sector. Key responsibilities include: - Providing legal support for M&A and strategic investment activities, including structuring, due... diligence, negotiation, documentation, and closing transactions involving insurance carrier...
Title: AVP/VP, Environmental Claims Job Responsibilities: - Manage the investigation, evaluation, and resolution of claims related to the company’s Environmental policies. - Oversee a wide spectrum of accounts and coverages efficiently, ensuring prompt analysis of coverage, issuing accurate and timely coverage position letters,...
Title: Tax Director, Transfer Pricing Job Responsibilities: 1. Transfer Pricing Consulting and Compliance Services: - Develop, recommend, and implement appropriate transfer pricing methods and client-specific solutions. - Apply transfer pricing regulations and identify transaction-specific issues when analyzing client business and financial data....
Ensure adherence to company policies, standards, and the BDO Tax Quality Manual (TQM) by self and client service teams. - Manage engagements to achieve engagement management metrics. - Practice hands-on... client service delivery and encourage adherence to TQM policies. 2. R...
Title: Family Wealth Senior Fiduciary Advisor Job Responsibilities: The Family Wealth Senior Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25...
recommend banking, borrowing, and investment solutions, facilitating the achievement... the extended advisory team, including trust, investment, and planning strategists, based... on the complexity of the relationship. - Develop a comprehensive understanding of the client’s needs through the review and analysis...
Title: Family Wealth Senior Fiduciary Advisor Job Responsibilities: 1. 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...
advisory services to Ultra High Net Worth (UHNW) clients, with a net worth greater than $25 million, and their beneficiaries. This role is an integral part of the Family Wealth relationship management team and involves proactive... collaboration with team membe...
Title: Key Private Bank Relationship Manager Job Responsibilities: - Act as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients... achieve their financial goals. - Lead, coordinate, and assemble advisory team, including trust, investment, and planning strategists, based......
clients and their beneficiaries. As a key member of the relationship management team, the Fiduciary Strategist... delivers fiduciary mandates, ensuring consistent advisory delivery and managing fiduciary risk. This role involves advising clients and identifying opportunities to protect, grow, and trans...
recommending banking, borrowing, and investment solutions that align with... the extended advisory team, including trust, investment, and planning strategists, tailored... to the complexity of the relationship. - Develops a comprehensive understanding of the client's needs through the analysis of personal a...
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 needs by reviewing and analyzing personal and business finan...
Title: Counsel, Legislative & Regulatory Job Responsibilities: The Counsel, Legislative & Regulatory role at the company involves providing expert legal guidance concerning ongoing and new legislative and regulatory requirements that impact the company and its product ranges across North America, Australia,...
Title: Counsel 2 - Insurance Regulatory Counsel (Life Insurance/Employee Benefits) Job Responsibilities: - Provide legal advice and support in the development, maintenance, and offering of life insurance products and services for the Individual Life Insurance division. - Offer support for supplemental health insurance...
Title: Counsel 2 - Insurance Regulatory Counsel (Life Insurance/Employee Benefits) Job Responsibilities: - Provide legal advice and support in the development, maintenance, and offering of life insurance products and services for the Individual Life Insurance division. Also provide support for supplemental health...
Title: Counsel 2 - Insurance Regulatory Counsel (Life Insurance/Employee Benefits) Job Responsibilities: - Provide legal advice and support in the development, maintenance, and offering of life insurance products and services for the Individual Life Insurance division. - Support supplemental health...
Title: Head of Digital Financial Crimes Compliance, Managing Director Job Responsibilities: The Head of Digital Financial Crimes Compliance, Managing Director, is tasked with the oversight, design, and delivery of integrated systems and controls related to digital assets at the company. This role...
Title: International Tax Services Manager, Lead Tax Services Job Responsibilities: The International Tax Services Manager at the company is a key leadership role within the expanding Lead Tax Services group, responsible for delivering comprehensive international tax solutions to a diverse client base....
Title: International Tax Services Manager, Lead Tax Services Job Responsibilities: - Lead engagements involving international tax planning, compliance, and consulting, including coordination with international member firms. - Research complex cross-border tax issues and identify planning opportunities. - Oversee the preparation and review of international...
Title: International Tax Services Manager, Lead Tax Services Job Responsibilities: The International Tax Services Manager will play a pivotal role in **Members Only**'s expanding Lead Tax Services group. The manager will be part of a highly skilled and collaborative tax team responsible...
Title: International Tax Services Manager, Lead Tax Services Job Responsibilities: The International Tax Services Manager at the Company will be responsible for leading engagements in international tax planning, compliance, and consulting, which includes coordinating services with international member firms. Key...
Title: International Tax Services Manager, Lead Tax Services Job Responsibilities: The International Tax Services Manager at the company is a pivotal leadership position within the Lead Tax Services group. The role involves managing a team of skilled tax professionals and delivering comprehensive...
Title: Tax Managing Director, Core Tax Services Job Responsibilities: The Tax Managing Director is tasked with leveraging industry-specific knowledge to advise clients on the tax implications of their business objectives. This includes evaluating and selecting alternative actions to minimize tax burdens and...
Title: Managing Director of Wealth Planning Job Responsibilities: The Managing Director of Wealth Planning is tasked with leading the Midwest Region’s Wealth Planning team. Key responsibilities include developing and managing a standardized planning process that emphasizes efficiency and scalability. The role involves...
Title: Managing Director of Wealth Planning Job Responsibilities: The Managing Director of Wealth Planning is tasked with leading the Midwest Region’s Wealth Planning team. Key responsibilities include: - Developing and managing a standard planning process focused on efficiency and scalability. - Driving growth via...
Title: Managing Director of Wealth Planning Job Responsibilities: The Managing Director of Wealth Planning is tasked with leading the Midwest Region’s Wealth Planning team for the company. The core responsibilities include developing and managing a standardized planning process that emphasizes efficiency and...
Title: Managing Director of Wealth Planning Job Responsibilities: The Managing Director of Wealth Planning at Company is tasked with leading the Midwest Region's Wealth Planning team. The role involves developing and managing a standard planning process that focuses on efficiency and scalability....
Title: Managing Director of Wealth Planning Job Responsibilities: The Managing Director of Wealth Planning is tasked with leading the Wealth Planning team for the Midwest Region. The primary responsibilities include developing and managing a standardized planning process that emphasizes efficiency and scalability....
in the Legal Privacy team, providing strategic legal counsel on the development, deployment, and oversight of artificial intelligence (AI) technologies across the company's broker-dealer and investment advisory operations. The key... responsibilities include: - Advising on legal and regulatory issues related to...
Title: Paralegal Job Responsibilities: The Paralegal will support the Early Dispute Resolution Group within the Legal, Policy and Community Impact department at the company. The primary responsibilities include: - Supporting attorneys in responding to customer complaints and inquiries, including tracking and...
Title: Senior Advice and Planning Analyst Job Responsibilities: The Senior Advice and Planning Analyst is responsible for supporting the Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients, with a primary focus on Ultra-High Net Worth...
Worth (UHNW) clients with a net worth greater than $25 million and their beneficiaries. As part of the Family Wealth relationship management team, the advisor collaborates... with team members to develop insights and solutions to attract, retain, and grow...
Title: Key Family Wealth Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with Ultra-High Net Worth (UHNW) families with a net worth greater than $25 million. - Act as the primary point of contact for both internal and external referrals...
Title: Senior Advice and Planning Analyst Job Responsibilities: The Senior Advice and Planning Analyst plays a crucial role in supporting the Wealth relationship team by creating and delivering advanced planning advice, primarily focusing on Ultra-High Net Worth (UHNW) clients and prospects. Key...
Title: Senior Advice and Planning Analyst Job Responsibilities: The Senior Advice and Planning Analyst is responsible for supporting the wealth relationship team in delivering advanced planning advice to current and prospective clients, primarily focusing on Ultra-High Net Worth (UHNW) clients and prospects....