Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is tasked with fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents local delivery for clients with specific...
Title: Client Development Partner (JD REQUIRED) Job Responsibilities: - Partner with Client Managers to engage large law firm customers in discussions that facilitate their transition to next-generation solutions offered by the company. - Engage with managing partners, practice chairs, and firm executives to...
and implement comprehensive tax planning strategies for clients to... align with their financial objectives and minimize tax liabilities. - Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to company standards. -...
Oversight - Develop cutting-edge tax planning strategies leveraging industry insights... and regulatory expertise. - Provide insights on tax optimization, risk management, and emerging tax trends. - Review and oversee tax return preparation to ensure accuracy and compliance. - Monitor and manage tax filing deadlines...
Title: Summer Analyst - Asset Management Division Experience: Pursuing a Bachelor's/Graduate degree Salary: Competitive, based on level and location About the Program: - Nine to ten week summer internship program - Fully immersed in day-to-day activities - Attend orientation...
expectations for scope, style, and delivery. Maintain productive long-term relationships, intervening early to resolve performance issues or revise author mix as needed; manage contributor contracts within approved budgets. - Domain Expertise and Content Planning: Track legislative, regulatory, and... case-law d...
Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel for Benefits will be responsible for providing legal guidance and strategic support regarding the company's . employee benefit plans and programs. Key responsibilities include: - Advising internal teams on the design,...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits will provide legal guidance and strategic support concerning the company's . employee benefit plans and programs. The responsibilities include ensuring compliance with applicable laws and regulations, supporting the...