Title: Associate General Counsel Wealth Job Responsibilities: - Provide commercial and... legal guidance to senior management and the business, supporting... entirety of the company's Wealth Management business. - Advise senior... management... and other stakeholders on... within the company's full-service wealth management business, which includes......
The following jobs are no longer active but were real openings previously posted by employers.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.
Counsel, Employment Law The candidate will provide legal representation before FINRA in employment-related claims. Will also provide advice and counsel on employment law issues and responding to other employment litigation. Represent Bank's wealth management division in FINRA... arbitrations involving claims made by and against employees of company and other licensed employees subject to FINRA registration, including case assessments, conducting discovery, preparation of witnes... 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Note: This job is no longer active.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
Charitable Planning Consultant Candidate will be responsible for building awareness and positioning company’s products to financial, legal, and tax planning intermediaries. Representing, building awareness, and positioning products within the distribution channels, especially branches. Introducing company to new lines of philanthropy, including Private Equity, Corporate and others. Developing ongoing, productive relationships with key intermediaries and company’s dis... 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Note: This job is no longer active.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
Senior Legal Counsel Duties: Support business initiatives, projects and processes designed to serve the needs of retail brokerage and investment advisory. Will focus on support of financial and investment guidance, advisory and planning programs, across the full spectrum of retail customers through and including private wealth management. Will be working... with broker-dealer suitability regulations and Investment Advisors Act rules, including fiduciary considerations; and FI... 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
Senior Legal Counsel Duties: Support the expanding personal investments businesses of Personal and Workplace Investing arm. Support business initiatives, projects and processes designed to serve the needs of retail brokerage and investment advisory. Will be diverse, but are expected to focus on support of financial and investment guidance, advisory and planning programs, across the full spectrum of retail customers through and including private wealth management. Will be 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
Regional President I The candidate oversees all aspects of Private Wealth Management product, service, and... sales delivery in an expansion or start up region. Full P&L responsibility for portfolio management and sales in region.... Management of staff (typically 10-30... employees including indirect reports). Development of regional strategy and execution. Reporting to a National Director, the President of the Region will participate in the determination of the business' overall st... 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
Admin Officer I The candidate performs service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting... 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
Estate Settlement Officer II Duties: Accountable for managing larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge. Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and... other internal line of business referrals. Participate in sales calls as needed, offering Estate Settlement expertise. Coordinate communicatio... 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 Administration Associate The candidate will assist Wealth Management clients with inquiries... by phone and email, prepare correspondence and reports as needed, prepare accounting entries, receipts, and other Wealth Management documents related to... account administration management. File documents, conduct research,... and obtain information requested by Wealth Management clients and client... facing... personnel; serve as liaison support between Trust Officers, Portfolio Managers... 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
Wealth Management Associate The candidate... will initiate new account opening and account closing processes, prepare annual account reviews. Will assist in the preparation of discretionary requests for the Trust Administration Committee. Process cash Distributions (checks, wires, bill payments and ACH), including asset transfers. processing and administering discretionary requests for trust accounts. Prepare trust document reviews. Deposits to existing accounts, including asse... 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
Settlement Officer II, Estate The candidate will be managing larger, more complex, probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge. Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and... another internal line of business referrals. Participating in sales calls as needed, offering Estate Settlement expertise. Coordinating communi... 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