fiduciary capacity to administer trusts in accordance with governing... by building and maintaining relationships with clients, partners, relationship managers, attorneys, and other contacts to generate leads. - Administer irrevocable trusts, charitable trusts, agency accounts,... ILITs, and estates, which includes asset oversigh......
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, your primary responsibilities will include: - Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work...
The following jobs are no longer active but were real openings previously posted by employers.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.
Management - Private Bank - Wealth Advisor - Managing Director Duties: Serves as an advisor to clients on personal planning matters. Identifies opportunities for the bank to serve in a current or future fiduciary capacity. Serves as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. Helps bankers and other team members in their new business efforts. Personally cultivates relationships 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Note: This job is no longer active.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
Management - Private Bank - Wealth Advisor - Managing Director Duties: Serves as an advisor to clients on personal planning matters. Identifies opportunities for the bank to serve in a current or future fiduciary capacity. Serves as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. Helps bankers and other team members in their new business efforts. Personally cultivates relationships 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
Trust Officer The candidate serves as relationship manager 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 will be providing support and advice in managing their trust and estate administration needs. Will establish solid working relationships with clients and client agents (. attorneys, co-trustees, etc.) and firm Financial Counselors and General Counsel. Build multigenerational relationships... with members to retain assets held in a trust. Maintain awareness of emerging products and services and new developments in the industry. Keep current on all... 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
The candidate will work closely with the Partner and other Advisors on the team to learn and advise on all aspects of the Family CFO business. Will work with partners to give the appropriate advice for clients on issues ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more. Will participate and lead client meetings, as well as work with clients and prospects in new client developmen... 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
Advanced Markets The candidate will support and promote the sale of firm’s products through retirement, estate and wealth planning strategies. Act as a consultant and liaison to the sales force and a business partner to their agents and brokers, by providing answers to specific questions and by communicating, identifying and closing sales opportunities. Act as a mentor, provide guidance and train other staff members and employees. Execute the strategy and goals outl... 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 Role Overview: 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 . Trust capabilities and services, as required to meet their specific needs; Reports to the Market Executive. Provides advice 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
Associate Attorney The candidate work for a general practice law firm with... an emphasis on estate planning, estate litigation, elder law, probate, and family law. Legal assistance will also be needed in estate planning, landlord tenant, probate, and general civil matters. 3-5 years... experience preferred. Must be admitted to the Colorado Bar.... 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
General Counsel The candidate will... manage the legal department. This particular position will focus on contract law; probate law, including to conservatorships and guardianships; collections; insurance law; workers' compensation law; employment law; risk management; and Federal and State compliance. Assist with review and maintenance of current legal documents in place. Research and help to develop strategies to avoid litigation and reduce potential areas of risk. Interact w... 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 The candidate will focus on probate, collections, and contract litigation. Will assist with review and maintenance of current legal documents in place. Research and help to develop strategies to avoid litigation and reduce potential areas of risk. Interact with all levels of management which will include senior management. Collaborate to develop legal functions as needed by the company. Research necessary regulations as questions arise. Create entities for wh... 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