plan recordkeeping, administration, trust, and institutional business matters, including product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, and investment-related matters. - Collaborate on advocacy for, and implementation of, new legislation and regulation affectin...
Title: Associate General Counsel Wealth Job Responsibilities: - Advise senior management and other stakeholders on a wide range of legal and compliance issues concerning all aspects within the bank's full-service wealth management business, which includes RIA, Broker Dealer, and Trust (including Delaware...
current and proposed tax legislation and regulations related to... renewable energy and sustainability, as well as implement client outreach strategies. Manage renewable energy client engagements and participate in the targeting of new clients. Deliver value to clients by identifying opportunities...
tracking and review of SALT technical developments, including new legislation, regulations, and court decisions.... Your role involves translating these updates into actionable insights that engagement teams can use to address client issues, identify planning opportunities, and deliver tailored solutions...
Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner is tasked with providing consistent, tactical Employee Relations consultation to managers and employees to resolve employee issues. Key responsibilities include: - Conducting and participating in all phases of HR investigations,...
Governance, Risk, and Compliance Officer Duties: The candidate will be responsible for developing and implementing the US Firm's data governance strategy with regard to alignment and compliance with relevant laws and regulations. Role involves creating and maintaining strong relationships with...
claims database. - Monitor legislation, DOI bulletins, court reporters/decisions,... and statutory changes; manage backlog and implement targeted compliance training. - Develop and own controls related to Medicare, OFAC, Child Support Lien Network, and other federal protocols. - Partner with Claims...