company and its affiliates. - Collaborate with outside counsel on litigation strategy and tactics. - Manage outside counsel in securities regulatory enforcement matters. - Oversee discovery processes, including subpoenas and document management. - Prepare for trial or... arbitration, including witness preparation. - Advise internal stakeholder...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Senior Manager at the company, the primary responsibilities include working as part of a team of problem solvers...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes, ensuring operational excellence. - Innovate and streamline processes to enhance efficiency and effectiveness across various activities. - Interact with clients at a...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical knowledge...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: - Manage client service accounts and lead engagement workstreams, ensuring quality and adherence to project timelines. - Supervise, develop, and coach teams to produce exceptional outcomes, leveraging team capabilities to meet client needs. - Independently...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects, ensuring exceptional delivery. - Build and maintain executive-level client relationships. - Mentor and guide the...
Title: Associate General Counsel, Commercial & Fund Secondaries Job Responsibilities: - Draft and negotiate complex commercial agreements, including technology contracts and fund-related transactions. - Partner with business leaders across regions to structure transactions, manage legal risk, and support product innovation. -...
Job Title: Wealth Strategist III Job Responsibilities: - Utilize... across the Elements of Wealth to deliver advanced estate... $10MM+ in assets under management. - Leverage internal and external... resources and centers of influence (COIs) to provide subject matter expertise to clients and prospects. -...
Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... Work on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision-making. - Present information in an easily digest...
Job Title: Wealth Advisor Job Responsibilities: - Serve as... Responsible for delivering a full suite of wealth solutions, including financial planning... and advisory services, to high net worth individuals. - Meet revenue growth, profitability, and client retention goals by acquiring new clients thro...
Job Title: Wealth Advisor III Job Responsibilities: - Serve... and ultra-high net worth wealth clients, focusing on developing... full suite of company wealth solutions, leveraging personal financial... concepts to provide a comprehensive range of wealth products and services. - Meet... revenue growth, pro...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Job Title: Wealth Strategist Senior - **Members Only** Job... Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice, you will be part of a team that provides business advisory services to private companies. Your responsibilities include: - Assisting private companies with...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: . Private Bank - AWM Program Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title: Family Law Attorney Job Responsibilities: - Provide legal counsel and representation in family law matters, including divorce, annulment, child custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans,...
Job Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The... Family Wealth Sr. Fiduciary Advisor is... part of the Family Wealth relationship management team, the... advisor collaborates with team members to develop insights and solutions aimed at...
- Lead the Client Management Process and partner across... the enterprise to deliver a Branded Client Experience. - Provide access to the full array of Private Bank capabilities and services to meet specific client needs. - Ensure retention of clients....