Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the individual will be responsible for the following duties: - Conduct high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift...
The following jobs are no longer active but were real openings previously posted by employers.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 will be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is to administer trusts and estates for customers... and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust a... 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Note: This job is no longer active.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 Director of Administration The candidate ensures compliance and risk management policies, procedures, and controls are being adhered to and provides guidance to professional staff as needed. Coordinates departmental response to regulatory, audit, and compliance exams. Provides expertise, technical advice, and counsel on complex trust and fiduciary issues raised by professional staff. Provides Member Banks estate planning advice and support related to financ... 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Note: This job is no longer active.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 Director of Administration The candidate will be responsible for developing, implementing, and monitoring policies and procedures to properly administer WM accounts, including complex fiduciary relationships, and to build effective compliance oversight across all of WM. This individual is the subject matter expert in fiduciary matters and provides training, resources, and support necessary for Wealth Advisor/Fiduciary Officer/Sales Associates to meet busine... 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
Counsel IV - Wealth and Investment Management - Operations Support The candidate will report directly to the WIM Deputy General Counsel and serve as... the primary legal support to the Chief Operations Officer for WIM. Will also support remediations, both self-identified and regulatory, drive modernization in increasing e-delivery and e-signature usage across the WIM client facing platforms, and serve as the coordination point on key vendor contracts. Advise on a number of regu... 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
Legal Counsel - Personal Trust The candidate will provide duties include: Legal review of documents, court reports, pleadings, research of legal questions of trust or estate administration, operational compliance for Personal Trust policies, and activities for the Wealth Management division and the bank in general. Monitor regulatory and ethical... issues including new developments, policies, and laws. Communicate changes to clients and the organization. Support compliance offi... 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
And Custody Counsel The candidate will support the trust and custody business of the PFG. Will provide legal advice relating to trust and custodial operations, trust and custodial agreements, product design and fiduciary responsibilities. Should be familiar with a range of trust and custody issues. Should have 5-7 years of experience. Experience providing legal services with respect to trust and custodial services associated with ERISA retirement plans, executive compe... 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 and Trust Counsel The candidate will be responsible for overall risk management and risk mitigation policies and processes for all Trust and Wealth Management business lines. Account acceptance processes. Review and administration processes for ongoing relationships. Account documentation. Trust Policy Manual. Legal/regulatory aspects of marketing. Act as in house legal counsel for Private Client and Institutional Trust and Wealth Management business lines.... 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
Officer The candidate will provide customer service and account administration in addition to the sales and distribution of investment and fiduciary services. Will participate in the development of new business from existing or prospective customers by advising clients, both individual and corporate, concerning the design and administration of individual investment and trust accounts. Administers routine personal trust accounts, conservatorships, guardianships and agen... 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
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a... law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the field of asset protection for Medicaid planning purposes is essential. Ability to write in an authoritative, neutral tone, is required. Should a... 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
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a... law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the field of asset protection for Medicaid planning purposes is essential. Ability to write in an authoritative, neutral tone, is required. Should a... 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