Title: Senior Corporate Counsel - Benefits Job Responsibilities: - Advise Benefits and other internal teams on the design, administration, and compliance of company’s . employee benefit plans, including 401(k) plan, health & welfare plans, fringe benefit programs, nonqualified deferred compensation plan, and...
to clients on personal planning matters. - Identify opportunities... solutions regarding executive compensation, retirement planning, and business succession... planning.... - Assist Bankers and... other team members in their new business efforts. - Cultivate relatio...
as the primary Wealth Planning expert for high net... worth clients, addressing complex financial issues and strategies such as multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting and advisory services to clients through the...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
Title: Content Manager, Private Equity & Transactional Floater Job Responsibilities: - Develop online legal content, products, tools, and solutions for attorneys, focusing on the private equity and investment management practice area as well as other transactional sectors such as real estate, corporate...
Strategist Job Responsibilities: The Wealth Planning and Insurance Strategist (WPIS)... is tasked with collaborating with the Wealth Management Advisor to initiate and develop new client relationships with individuals possessing a net worth of $3MM or more, integrating them into Private Wealth...