Title: Principal Program Manager - AI Legal Job Responsibilities: As the Principal Program Manager for the AI Legal & Regulatory Strategy group within the department, you will be instrumental in shaping the company's global approach to artificial intelligence (AI) legal and regulatory...
Title: Executive Director, Managing Counsel Job Responsibilities: - Serve as Chief Legal Counsel and Secretary to the company's . retail and intermediary mutual fund products. - Manage the fund registration statement disclosure process and support the mutual fund Board of Trustees, overseeing materials...
Senior - PSG - Investment Management Reporting Solutions Job... Senior on the PSG Investment Management team, the primary... client relationships on various investment compliance and consulting engagements... within the insurance and financial services industry. - Consulting with clients to transform...
Title: Paralegal (Distribution/Commercial Contracts) Job Responsibilities: - Prepare, review, and assist Sales with US mutual fund distribution agreements and alternative fund distribution agreements for clients investing through third-party intermediary firms, National Securities Clearing Corporation (NSCC) contracts, institutional client agreements, and agreements for...
Title: Paralegal (Distribution/Commercial Contracts) Job Responsibilities: - Prepare, review, and assist Sales with US mutual fund distribution agreements and alternative fund distribution agreements for clients investing through third-party intermediary firms, NSCC contracts, institutional client agreements, and agreements for clients investing in separately...
Title: Paralegal (Distribution/Commercial Contracts) Job Responsibilities: - Prepare, review, and assist Sales with US mutual fund distribution agreements, alternative fund distribution agreements, NSCC contracts, institutional client agreements, and agreements for clients investing in separately managed accounts. - Manage intermediary mutual fund distribution contracts,...
Title: Senior Associate, Asset Management Job Responsibilities: - Support Tax Managers... Partners in the day-to-day management of client portfolio - Take... and job administration - Keep management informed on the progress... of important engagement and client relationship issues - Audit basic-to-complex tax provisions; perform thorough...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: - Provide clients with strategic consulting on local and overseas tax affairs, focusing on business analysis, managing working capital, and profit sharing for partners. - Advise Financial Services clients on...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As a Senior Manager in the Asset & Wealth Management - Renewable Energy Tax... sector, the candidate will be part of a team that addresses complex business issues from...
Title: Manager or Senior Manager, Tax - SALT Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) with state and local to provide subject matter/alternative investment industry knowledge and experience. -......
Federal Tax - Asset Management The candidate will oversee... scope within the alternative investment fund industry (private equity,... real estate and/or hedge funds). Act as the first point of contact for internal and external clients. Manage teams of tax professionals/assistants...
Title: Director, Corporate Counsel Job Responsibilities: - Advise on public company and corporate securities law matters, ensuring compliance with SEC reporting, NYSE compliance, and public disclosures. - Draft and review SEC filings, including 10-Ks, 10-Qs, proxy statements, 8-Ks, and Section 16 reports. - Coordinate...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Title: . Private Bank – Private Banker – 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 business results and...
Title: . Private Bank – Private Banker – Executive Director Job Responsibilities: - Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new...
Title: . Private Bank – Market Team Lead – Managing Director Job Responsibilities: - Manage and build 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 Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, your primary responsibilities will include: - Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work...
III Job Responsibilities: - Develop customized investment strategies for complex, high-net-worth... Oversee all aspects of discretionary portfolio management, including asset allocation, portfolio... construction, security/manager selection, trade execution, risk management, compliance, and conducting investment... reviews. - Collaborate with teammates... to offer a comprehensive r...
Services Job Responsibilities: - Client Relationship Management: - Serve as the... primary point of contact for professional advisors and trust/estate clients. - Provide personalized service and maintain strong relationships with professional advisors, beneficiaries, and wealth holders. - Educate and equip professional advisors,...
Title: Trust Manager Job Responsibilities: - Act in a fiduciary capacity to administer trusts in accordance with governing documents. - Oversee Personal Trust, Agency, and IRA accounts. - Engage in business development by building and maintaining relationships with clients, partners, relationship managers, attorneys, and...
as day-to-day legal support for business partners across various business areas, working with external counsel as necessary and escalating issues within the team when required. - Advise on legal documents, including investment management agreements, primary offering... memoranda, and distribution-related agreements, along...
projects for multi-state alternative investment clients, including hedge funds,... and real estate. - Collaborate with a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. -... Review tax calculations and information presented on state income tax retur...
Senior Manager Job Responsibilities: - Engagement management with clients, including direct... Collaborate with private equity firms, strategic clients, and investment banks to execute buy-side... and sell-side due diligence and other M&A tax activities. - Responsible for all aspects of deal execution, including...
and Partners in the management of client engagements, specifically... Collaborate directly with client leaders as well as private equity firms, strategic clients, and investment banks to perform buy-side... and sell-side due diligence and other M&A tax-related activities. - Conduct analytical review...
Title: AI and LLM Lead Company: Company Job Responsibilities: - Business Use Case Translation: Collaborate with business leaders to translate strategic goals into AI opportunities. Engage with functional leads to clarify requirements, convert them into analytical hypotheses, rapidly prototype and...
Title: Principal Program Manager - AI Legal Job Responsibilities: The Principal Program Manager for the AI Legal & Regulatory Strategy at the company is responsible for shaping the global approach to artificial intelligence (AI) legal and regulatory matters. The role involves designing,...
Title: Specialty Tax Services Associate, Business Incentives Group - Summer 2026 Job Responsibilities: As a Specialty Tax Services (STS) Associate within the Business Incentives Group (BIG), the candidate will play a vital role in supporting the company's mission to assist clients...
Title: Tax Senior, Sustainability Credits – National Federal Tax Services Job Responsibilities: As a Senior Consultant within Sustainability: Gi3 practice, the primary responsibilities include advising clients on sustainability and social Federal Credits & Incentives (C&I) programs, facilitating the analysis and...
Title: Sr. Claims Examiner - General Liability Job Responsibilities: The Sr. Claims Examiner - General Liability is tasked with managing claims of moderate to high complexity and exposure, which may involve disputes requiring resolution through mediation or litigation. Key responsibilities include: - Handling...