Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
Title: Senior Commercial Counsel Job Responsibilities: - Serve as a trusted legal advisor across the organization, partnering with teams such as Sales, Product, Unit Operations, and Technology. - Draft, negotiate, and review commercial contracts, including membership agreements, vendor agreements, marketing contracts, and NDAs. -...
Job Title: Assistant General Counsel 2 - Consumer... Job Responsibilities: The Assistant General Counsel 2 will play... a critical role in maintaining strong, productive relationships with key internal clients and serve as a trusted legal advisor, legal risk manager, and...
Job Title: Associate General Counsel - Impact Finance... Job Responsibilities: The Associate General Counsel for Impact Finance... at the company is tasked with leading legal support for the Impact Finance (IF) division. This role involves aligning resources and competencies to...
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust Officer The candidate, under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads others as well as work or projects of broad scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to... 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Note: This job is no longer active.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
Trust Officer The candidate, under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads others as well as work or projects of broad scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to... 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
7/63/65 or 66 Salary The salary for this Regional Wealth Strategist Private Client position is competitive and commensurate with experience. ## Regional Wealth Strategist Private Client **Job Description** The Regional Wealth Strategist Private Client will provide complex tax and estate planning services to clients in coordination with existing FORVIS advisors and external advisors. This person will serve as the point of contact to advise on other... 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 Wealth Services Senior Manager The candidate works with other professionals in Private Wealth Services and General Tax to build a... profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Responsible for development of the practice, as well as attracting and mentoring talented professionals. Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct,... 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
Management Consultant The candidate will provide the broadest support in all areas of individual financial planning. Work directly with Financial Advisors and field managers to support the wealth management approach to delivering financial services. Conduct client meetings with Financial Advisors on planning topics. Lead client events on planning topics. Assist in financial plan preparation and delivery to clients. Coordinate implementation of life insurance related t... 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
Fiduciary Officer - Southeast The candidate will be responsible for providing advice, guidance and training to High Net Worth teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Responsible for providing early intervention on fiduciary problems, risk matters and client complaints. Serves as primary resource for comprehensive fiduciary and technical advice relating to... 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
Fiduciary Officer Duties: Will be primary responsible for providing advice, guidance and training to teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Be responsible for providing early intervention on fiduciary problems, risk matters and client complaints. Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of... 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
Attorney - Private Bank Duties: Provides general legal counsel to AMGs... private banking businesses, as well as specific advice on products, services and certain legal actions. Reviews legal contracts and documents. Directly, or through staff, conducts legal research. May represent the bank in legal actions. Provides general legal counsel to .... Trust's fiduciary services, including legal support for trust, estate, and investment management account issues, addressing conflict... 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 II Duties: 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 US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as trusted financial advisor to, and advocate for, clien... 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
Trust - Nonprofit Institutional Sales Director - Southeast Division The candidate will be directly responsible for driving growth in the OCIO business within the defined market. This individual will proactively prospect for this business in the market, while also driving the sales process on ICA/PCA identified opportunities (Institutional Client Advisor and Private Client Advisor). Client team lead with primary responsibility for new client acquisition, deepening client... 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