Title: Assistant General Counsel Job Responsibilities: - Handle lawsuits, arbitrations, and pre-litigation matters on behalf of the 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...
Job Title: Wealth Strategist III Job Responsibilities: - Utilize... across the Elements of Wealth to deliver advanced estate... and financial planning advice to clients with $10MM+ in assets under management. - Leverage internal and external resources and centers of influence (COIs) to provide...
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 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...