projects for multi-state alternative investment clients, including hedge funds,... 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 returns. - Build and m...
Wealth Job 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 opinions...
support to the Wealth Management Division of the company's... role requires advising senior management and other stakeholders on... and compliance issues within the company's full-service wealth management business, which includes RIA,... Broker-Dealer, and Trust offerings and services. Key responsibilities...
the company's Digital Asset Management team, specifically focusing on... and services. - Advise the Digital Asset Management team on the development... and ongoing operations of asset management products and services involving... digital assets and blockchain technology. - Collaborate with colleagues across...
Fidelity’s defined contribution plan recordkeeping, administration, trust, and institutional business. The responsibilities include: - Advising on product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, and investment-related matters. - Collaborating on advocacy... for and implement...