Title: GPB Wealth Management Investment Solutions Attorney - Vice... President, Assistant General Counsel Job a GPB Wealth Management Investment Solutions Attorney - Vice... to the US Wealth Management business. Key responsibilities include: -... and support to the investment solutions business team, particularly......
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. -...
/ VP – Transaction Management Job Responsibilities The Senior Counsel /... VP – Transaction Management at Company is tasked... managing all facets of investment closings as well as... handling routine internal legal work. This role is crucial in ensuring that all legal...
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...
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...
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 in-depth evaluation of variable factors. - Provide...
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...
business partners and senior management by advising on the... 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...
Job Title: Wealth Management Senior Trust Officer Job Responsibilities: The... Wealth Management Senior Trust Officer is... for the administration, risk management, and servicing of assigned... fiduciary and investment management accounts. The role... may... involve Relationship Management responsibilities and requires product... specialty knowledge...
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 Institutional...
Job Title: Wealth Management Solutions, Trust & Estates,... VP in the Wealth Management Solutions, Trust & Estates... administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. - Making recommendations on... how the company should ex...
Job Title Wealth Management Solutions, Trust & Estates,... legal, tax, administrative, and investment issues, coordinating the delivery... of services. - Make recommendations regarding the exercise as trustee. - Oversee investment decisions, ensuring that the... trust's investment objectives align with the......
Job Title: Wealth Management Attorney - Vice President,... Wealth Management’s broker-dealer and investment advisory products, services, and... projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely, strategic... legal counsel by leveraging legal experience and de...
Job Title: Wealth Management Attorney - Vice President,... supporting the broker-dealer and investment advisory products, services, and... sales channels for retail businesses within . Morgan Wealth Management. - Advise on a wide... help define retail Wealth Management businesses. - Provide timely and......
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. -...
content on various wealth management topics. - Serve as a... in areas of tax and trust & estate planning strategies, concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with field leadership and practice management to integrate estate an......
content on diverse wealth management topics. - Act as a... and sophisticated tax and trust & estate planning strategies, and in areas such as concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with field leadership and Practice Managem...
Job Title: Wealth Management Attorney - Vice President,... supporting the company's Wealth Management's broker-dealer and investment advisory... products, services, and... initiatives that will help define retail Wealth Management businesses. - Provide timely, strategic... legal counsel by leveraging legal experience and deep...
Job Title: Wealth Management Attorney - Vice President,... Wealth Management’s broker-dealer and investment advisory products, services, and... and initiatives that will help define the retail Wealth Management businesses. - Provide timely, strategic... legal counsel by leveraging legal experience and a de...
Job Title: Wealth Management Attorney - Vice President,... the company's broker-dealer and investment advisory products, services, and... that will help define the retail Wealth Management businesses. - Provide timely, strategic... legal counsel by leveraging legal experience and a deep understanding o...
Tax Services - Asset Management Job Responsibilities: - Oversee... scopes within the alternative investment fund industry, including private... equity, real estate, and/or hedge funds. - Act as the first point of contact for both internal and external clients. - Manage...
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: 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,...
I am Applying for Assistant General Counsel Firm overview Company is a boutique consulting firm recognized as a top workplace. The firm specializes in providing advanced economic, financial, and econometric analysis to law firms, companies, and government agencies. Through a...
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...
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...
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,...
wide range of entity management and corporate governance activities,... a specific focus on maintaining the company's subsidiaries both domestically and internationally. Key responsibilities include: - Entity Management & Subsidiary Governance: -... Maintain domestic and international legal entities, including preparation of docum...
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 strong...
Title 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, and advisory team, including trust, investment, and planning strategists, based......
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, and assembles an advisory team, including trust, investment, and planning strategists, based......
on high-net-worth clients and their beneficiaries. This role is a crucial part of the relationship management team and involves several... key responsibilities: - Leading the delivery of fiduciary advice and client servicing to enhance the client experience. - Developing a comprehensive u...
recommending banking, borrowing, and investment solutions to help clients... the extended advisory team, including trust, investment, and planning strategists, based... on the complexity of the relationship. - Develops a comprehensive understanding of clients’ needs by reviewing and analyzing personal...
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: Family Wealth Sr. 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...
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...
Worth (UHNW) clients with a net worth greater than $25 million and their beneficiaries. As a crucial member of the Family Wealth relationship management team, the advisor collaborates... proactively with team members to craft insights and solutions aimed at at...
a net worth exceeding $25 million, along with their beneficiaries. As a pivotal member of the Family Wealth relationship management team, the advisor collaborates... proactively with team members to build insights and solutions aimed at attracting, retaining, and expanding...
to Ultra High Net 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 aimed at...
high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents... local delivery for clients with specific revenue and advisory needs, collaborating with team members to attract, retain, and grow client relationships. Key responsibilities include: - Lea...
Title: International Private Bank- Private Banker- Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title: Tax Partner - Real Estate Debt Funds Job Responsibilities: - Client Service: Manage and cultivate trusting relationships with the firm's largest real estate clients. Understand clients' business challenges and goals, work collaboratively with clients and service teams to deliver...
Title: Director, Private Equity Job Responsibilities: The Director of Private Equity is responsible for leading origination, research, and analysis of fund investments, direct co-investments, and secondary GP-led or continuation vehicle opportunities across private equity strategies. The role includes leveraging personal networks...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain client relationships by building trust, understanding client needs, offering targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...
Title: . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
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...