Job Title: Private Client Advisor II Job Responsibilities: -... Acquire new clients and deepen existing client relationships to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience, offering...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
the company's funds and advisory businesses. - Serve as a subject matter expert and provide highly specialized legal counsel to Senior Management for the company's SEC-registered investment adviser responsible for investment... management services to proprietary... funds and separate accounts. - Offer legal...
providing leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's funds and advisory businesses. The position involves providing highly specialized legal counsel to Senior Management for the company's SEC-registered investment adviser, which is responsi......
Title: AVP, Sr. Counsel - Fund Management Job Responsibilities: In the role of AVP, Sr. Counsel - Fund Management, you will be expected to provide leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's funds and...
company's funds and advisory businesses. - Serve as a subject matter expert and provide highly specialized legal counsel to Senior Management for the company's SEC-registered investment adviser responsible for providing... investment management services to proprietary... funds and separate accounts. - Offer...
Title: Corporate Counsel Job Responsibilities: As a Corporate Counsel, the primary responsibility is to provide solutions-based counseling to multiple internal clients on a wide variety of complex legal and business issues. Key responsibilities include: - Supporting Finance and Engineering teams...
projects and initiatives concerning the company's funds and advisory businesses. Your role involves serving as a subject matter expert and providing highly specialized legal counsel to Senior Management for the company's SEC-registered investment adviser, which is responsible... for delivering investment...
Title: AVP, Sr. Counsel - Fund Mgmt Job Responsibilities: In the role of AVP, Sr. Counsel - Fund Mgmt, you will provide leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's funds and advisory businesses. Your...
and counsel to the People Team and company managers on a wide range of global employment law issues, policy development, and training. The attorney will serve as a strategic advisor to both the People... Team and business functions, collaborating...
to the global sales, client servicing, and marketing activities of the company. Key responsibilities include: - Reviewing global marketing materials related to the sale of advisory services, . registered funds, and UCITS. - Collaborating... with attorneys globally concerning legal, regulatory, and comp...
Job Title: Managing Advisor, Wealth Advisory Job Responsibilities: - Serve... wealth management strategies. This includes: - Financial Planning - Retirement Planning - Investment Management - Education Planning ... - Estate & Legacy Planning - Trust Administration - Survivor Assistance - Develop and maintain...
Job Title: Private Client Advisor II Job Responsibilities: - Lead the... client management process (CMP) to identify new business development opportunities and deepen client relationships. - Source new clients in alignment with the company's established risk appetite. - Deliver meaningful interactions and a branded...
Job Title: Private Client Advisor II Job Responsibilities: - Lead the... client management process (CMP) within the client team to identify new business development opportunities. - Source new clients in alignment with the established risk appetite. - Lead the client team to deliver meaningful...
Director, Product Management - Advisor Match Job Responsibilities: The role of... Director, Product Management - Advisor Match involves overall leadership... for high-net-worth investors. The program aims to match these investors with leading investment advisory solutions, including third-party... independent registered advisory (RIA) fir...
Private Client Advisor II Apply locations... New York time type Full time posted on Posted 30+ Days Ago job requisition id 23020528 Job Description: At Bank of America, we are...
Job Title: Private Client Advisor II Job Responsibilities: - Lead the... Client Experience by leading the client team to provide meaningful interactions. - Develop a deep understanding of clients’ needs, preferences, and overall wealth strategy. - Act as a trusted advisor, providing integrated recommendati...
Job Title: Private Client Advisor II Job Responsibilities: The Private... Client Advisor II at the company... is responsible for acquiring new clients, deepening client relationships, and building an internal and external network to achieve business development goals. Key responsibilities include leading...
Job Title: Private Client Advisor II Job Responsibilities: The... of a Private Client Advisor II is centered around... acquiring new clients, deepening client relationships, and building an extensive network, both internally and externally, to achieve business development goals. Key responsibilities...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The Chief Privacy Officer (CPO) and Senior Vice President, Associate General Counsel at the company will serve as a visible leader, providing legal and policy advice on privacy, technology development, cybersecurity, incident...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The Chief Privacy Officer (CPO) and Senior Vice President, Associate General Counsel at the company will serve as a prominent leader, providing legal advice on privacy, technology development, cybersecurity, incident response,...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The Chief Privacy Officer (CPO) and Senior Vice President, Associate General Counsel at the company is a pivotal leadership role within the legal department, tasked with managing a team of privacy attorneys...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The SVP, Associate General Counsel, Chief Privacy Officer is a pivotal leadership role within the company, responsible for overseeing privacy, technology development, cybersecurity, incident response, data governance, and artificial intelligence...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The SVP, Associate General Counsel, Chief Privacy Officer at the company is responsible for leading a team of dedicated privacy attorneys and professionals. This role involves providing guidance on substantive...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: - Lead a team of dedicated privacy attorneys and professionals, providing guidance on substantive legal issues and contributing to their career development. - Serve as a member of various authorized...
Title: Senior Associate, Licensing Acquisition Full Time Job Responsibilities: - Possess working knowledge of state regulatory, exam, and licensing processes, which may include conducting additional research as needed and reviewing work conducted by Associates. - Participate in state money transmission...
Title: Senior Associate, Licensing Acquisition Job Responsibilities: - Possess a working knowledge of state regulatory, exam, and licensing processes, including conducting additional research as needed and reviewing work conducted by Associates. - Participate in state money transmission license acquisition, including...
Title: Senior Associate, Licensing Acquisition Job Responsibilities: - Possess a working knowledge of state regulatory, exam, and licensing processes, which may include conducting additional research as needed. This may also involve reviewing work conducted by Associates. - Participate in state money transmission license...
Title: Senior Associate, Licensing Acquisition Job Responsibilities: - Possess working knowledge of state regulatory, exam, and licensing processes, which may include conducting additional research as needed and reviewing work conducted by Associates. - Participate in state money transmission license acquisition, including preparation of...
Title: Senior Associate, Licensing Acquisition Job Responsibilities: - Possess working knowledge of state regulatory, exam, and licensing processes, including conducting additional research as needed and reviewing work conducted by Associates. - Participate in state money transmission license acquisition, including preparation of...
Title: Senior Associate, Licensing Acquisition Job Responsibilities: - Possess a working knowledge of state regulatory, exam, and licensing processes, which may include conducting additional research as necessary and reviewing work conducted by Associates. - Participate in state money transmission license acquisition, including...
reviews. - Assist with policy and procedure reviews, drafting reports, and creating manuals to ensure compliance with regulatory requirements. - Provide compliance assistance and advice to clients, including those advising private funds and/or registered products. - Possess extensive knowledge... of regulations and complianc...