High Net Worth - Private Client Services Job Responsibilities: The... High Net Worth - Private Client Services practice is... wealthy families and their private businesses or investment entities.... The role involves: - Utilizing expertise in taxation to diagnose, develop, and implement solutions...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Administrator Duties: Administers probate estates and taxable trusts which require filing federal estate tax returns. Implements decedents'' estate plans in all areas where the bank has responsibility. Manages relationships among internal support divisions, outside counsel, co-fiduciaries, beneficiaries, and advisors. Marshals and administers assets in small to large- sized probate estates and taxable trusts. Decides all substantive questions arising within the estate... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Advisor (SAFE) II The candidate will be responsible for identifying prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB) within Wealth... Management (WM). Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with... Private Bankers, Fiduciary Advisory Specialists,... Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialist... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Advisor (SAFE) II The candidate will be responsible for identifying prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB) within Wealth... Management (WM). Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with... Private Bankers, Fiduciary Advisory Specialists,... Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialist... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Advisor DUTIES: Drives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives. Acts as a... resource for client and wealth team members... on business succession, executive compensation, wealth transfer, and retirement planning issues. Engages in the delivery of financial planning services to new and existing high net worth clients. Works with wealth partners to identify and pursue the acquisitio... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Vice President & General Counsel IMG Academy is the world’s leading sports education brand, providing a holistic education model that empowers student-athletes to win their future, preparing them for college and for life. IMG Academy is looking for a Senior Vice President & General Counsel to join their team and provide legal and compliance services for the organization. The Senior Vice President & General Counsel will be responsible for leading the legal and c... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client Advisor II Responsibilities:... Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a... book of relationships and act as relationship lead accountable for the clients experience. Leverage spe... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client Advisor II Duties:... Client team lead with primary... responsibility for new client acquisition, deepening client relationships... and building an internal and external network to achieve business development goals. Leads client team members and partners... with other internal specialists to provide clients access to the full array of capabilities and services, as required to meet their specific needs. Reports to the Market Executive. Provides advice to clients with comp... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Region Trust Advisor The candidate will be responsible for the fiduciary management of the client relationship within Private Wealth Management and is... charged with retaining and growing the assets under management, providing financial solutions and mitigating the risk associated with fiduciary relationships. Will bring in new clients through their networking with centers of influence and opportunities provided through community involvement. Understand and be conversant with... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Administrator Duties: Administers probate estates and taxable trusts which require filing federal estate tax returns. Implements decedents'' estate plans in all areas where the bank has responsibility. Manages relationships among internal support divisions, outside counsel, co-fiduciaries, beneficiaries, and advisors. Marshals and administers assets in small to large- sized probate estates and taxable trusts. Decides all substantive questions arising within the estate... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Client Advisor, Private Wealth Management Duties:... Manages a portfolio of approximately 60-80 clients who are primarily Reserve, defined as clients with total investable assets > $5MM, total net worth > $15MM or individual annual client revenue of $50k or... greater. Target clients should have a minimum of $3MM of AUM on us and the advisors total portfolio revenue should generate a minimum of $2MM of recurring revenue from investment assets under management. Total book revenue... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here