to AI legal and regulatory readiness, compliance, and risk mitigation. - Translate regulatory developments and legal strategies into structured, actionable projects with clear outcomes, measures of success, and reporting mechanisms. 2. Program & Stakeholder Management: - Partner closely with... senior legal...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
to AI legal and regulatory readiness, compliance, and risk mitigation. Translate regulatory developments and legal strategies into structured, actionable projects with clear outcomes, measures of success, and reporting mechanisms. - Program & Stakeholder Management: Partner closely with senior... legal, complian...
tax advisory services. - Collaborate with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop... and train team members to help them build inspired careers. - Expand technical and professional knowledge throu...
services. - Work closely with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop... and train team members to help them build inspired careers. - Expand technical and professional knowledge through cli...
Associate, Global Trade Technology (SAP) - Atlanta, GA; Boston, MA; Charlotte, NC; Montvale, NJ; New York, NY; Orlando, FL; Philadelphia, PA; Raleigh, NC; Washington, DC Salary Range: $90,000 - $130,000 per year (based on experience and qualifications) Job...
projects for multi-state alternative investment clients, including hedge funds,... estate. - Work as part of 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 retu...
team in Newark, NJ. This is a full-time role with a competitive salary range of $210,700 to $285,100, depending on experience and location. The successful candidate will support PGIM Fixed Income's asset management business and work closely... with a global...
Headline: Summer Analyst Program: Opportunities in Wealth Management and Financial Planning at... Goldman Sachs H1 Heading: Summer Analyst Program at Goldman H2 Heading: Wealth Management and Financial Planning: Areas... Analyst Program in Wealth Management and Financial Planning is......
the company’s Digital Asset Management team on all aspects... and services business. - Advise the Digital Asset Management team on the development... and ongoing operations of asset management products and services involving... digital assets and blockchain technology. - Offer guidance to bu...
Regulatory Change Management Officer - Vice President... with the Regulatory Change Management Team as a Subject... Matter Expert to identify and oversee the implementation of new or changes to existing laws, rules, regulations or material regulatory guidance for SMBC. -...
Title: Global Technology Legal Senior Counsel Job Responsibilities: - Structure, draft, and negotiate agreements with third parties for technology products and services, including intellectual property licenses, SaaS, software, hardware, maintenance, reseller, professional services, market data, index license, platform, and cloud services contracts. -...
comprehensive tax compliance and consulting services to clients in the Investment Management sector. Your key... responsibilities will include: - Managing day-to-day client accounts by providing tax consulting services and engaging specialists as needed. - Conducting high-level tax research and prep...
and consulting services to Investment Management clients. Your primary... responsibilities will include: - Identifying complex tax issues and providing tax analyses for various entities and their affiliates. - Performing detail-level reviews of tax research, regulated investment company (RIC) tax work... papers,...
aspects of the asset management business, focusing on mutual... funds, interval funds, and retail SMA (wrap program) business. - Review and negotiate firm-level vendor contracts across various business functions, ensuring alignment with requirements. - Assist Human Capital Management with legal review of......
Title: Equity Derivatives Contract Negotiator Job Responsibilities: - Negotiate a diverse array of trading agreements such as ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs),...
Title Senior Legal Counsel Job Responsibilities The Senior Legal Counsel will be part of the Workplace Investing (WI) legal team at the company, where they will play a pivotal role in advising the defined contribution plan recordkeeping, administration, trust, and institutional...
the Wealth & Asset Management practice, the key responsibilities... include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant client issues in...
equity fund, and asset management company taxation. This includes... fund and organizational structuring, tax minimization planning, providing on-call advice, and ensuring tax compliance. - Assist in coordinating tax compliance and advisory work for clients. - Address key client issues related to domestic...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...
Support Tax Managers and Partners in the day-to-day management of client portfolio ... Take responsibility for overall engagement planning and job administration Keep management informed on the progress... of important engagement and client relationship issues A...
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 a...
Income Tax - Asset Management Job Responsibilities: The Senior Associate... issues within the asset management sector. Key duties include:... Participating in multi-state alternative investment firms, such as hedge... funds, funds of funds, private equity, and real estate, dealing with state and...
Senior Claims Specialist - Management Liability Job Responsibilities: - Serve as... Claims Specialist focused on management liability claims within Company's... claims, including private equity, investment advisors' errors and omissions,... directors and officers, and insurance professional liability. - Collaborate with team members across North...
/ 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...
Title: Manager or Senior Manager, State and Local Tax - Income Franchise (Corporate) Department: State and Local Tax (SALT) Practice Location: New York, NY; Short Hills, NJ; Stamford, CT Career Level: Experienced Overview: - Become...
projects for multi-state alternative investment clients, including hedge funds,... estate. - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge. - Review tax... calculations and information presented on state income tax returns. - Build and...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: The role of the Asset & Wealth Management - Renewable Energy Tax... Senior Manager involves working within the Financial Services Tax practice, particularly within the Corporate Tax services. The...
Title: Asset & Wealth Management - Renewable Energy Tax... Manager Job Responsibilities: The Asset & Wealth Management - Renewable Energy Tax... Manager role involves working within the Financial Services Tax practice, a branch of Corporate Tax services. The primary responsibility is to...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice within the Corporate Tax services, the primary responsibilities include helping clients meet their tax obligations while managing...
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...
Trust Administrator VP, Wealth Management Solutions, Trust & Estates Job... Responsibilities: Technical and Risk Management: - Collaborate with the Account... Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules, and...
Title: . Private Bank – Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing 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 their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. -...
Title: Sr. Claims Examiner - General Liability Job Responsibilities: The Sr. Claims Examiner - General Liability will be responsible for resolving claims of moderate to high complexity and exposure, which may require mediation or litigation. Key responsibilities include: -...
Title: Executive Claim Examiner Job Responsibilities: - Confirm coverage of claims by reviewing policies and documents submitted in support of claims. - Analyze coverage and communicate coverage positions. - Conduct, coordinate, and direct investigation into loss facts and extent of damages. - Direct and monitor...
Title: Sr. Claims Examiner/Executive Claims Examiner, Medical Malpractice Job Responsibilities: - Confirm coverage of claims by reviewing policies and documents submitted in support of claims. - Analyze coverage and communicate coverage positions effectively. - Conduct, coordinate, and direct investigations into loss facts and extent...
Title: Senior Claims Examiner, Construction Bodily Injury Job Responsibilities: The Senior Claims Examiner for Construction Bodily Injury is tasked with managing claims of moderate to high complexity and exposure, which may require resolution through mediation or litigation. Key responsibilities include: - Confirming coverage...
Title: Senior Manager, Construction Claims Job Responsibilities: The Senior Manager, Construction Claims plays a crucial role in managing a team of Executive Claims Examiners who handle high exposure construction claims, including those involving bodily injury, property damage, and construction defects. The...
Title: Executive Claims Examiner - Executive Liability Job Responsibilities: The Executive Claims Examiner for Executive Liability at the company will serve as a technical expert responsible for resolving high-complexity and high-exposure claims related to Public Company Directors and Officers (D&O) as well...
Asset Management - Infrastructure Fund Formation... to join our Asset Management team in New York,... 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,...
for the . Funds Management business. - Oversee the... creation and management of 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...
Title: VP, Compliance Officer, Investment Management Job Responsibilities: The VP,... Compliance Officer for Investment Management is responsible for... program for an SEC-registered investment advisor. Key duties include... providing independent and authoritative advice and guidance on regulatory requirements to internal partners, acting...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director,... 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 formation, structuring, distribution/marketing, and operations. - Preparing and...
Responsibilities: - Advise senior management and other stakeholders on... the Bank’s full-service wealth management business, which includes RIA,... Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support the implementation of legal assessments, interpretations, recommendations, and...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior... Director, Corporate Counsel will be part of the Legal Risk Sustainability Compliance (LRSC) Team at the company, serving as the the company's real estate investment funds. The primary responsibilities......
Title: Legal & Compliance - Attorney, **Members Only**, AVP Job Responsibilities: The successful candidate will be engaged in a variety of legal matters related to hedge fund, hybrid fund, and hedge fund investing and structuring. The primary job responsibilities include: - Structuring,...
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...