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28 jobs found for

Senior Fiduciary Counsel Jobs in New York City

Job info
Company
In-House
Experience
Min 7 yrs required
Location
New York City, NY
Posted Date
Sep 19, 17
Info Source
Employer
business development strategies with senior management and other team... members. Maintain active referral source relationships and proactive efforts to develop new referral relationships and new business opportunities. Contribute to the development of prospect opportunities. Create and present marketing materials, as... read more
Company
In-House
Experience
3-5 yrs required
Location
New York City, NY
Posted Date
Sep 16, 17
Info Source
Employer
Management Duties: Works with Senior Wealth Strategists and the... Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities,... Fiduciary Taxation, and technical expertise... Retirement Planning strategies. Supporting Senior Wealth Strategists on our... larger clients and prospects, $20MM and up total... read more
Company
In-House
Experience
Min 8 yrs required
Location
New York City, NY
Posted Date
Sep 24, 17
Info Source
Employer
Senior Manager - Private Client... issues and mentor managers, senior associates, experienced associates and... associates. Should have a Bachelor's or Master's degree in Accounting, Finance, Economics or related degree. Advanced credential (i.e. CPA, J.D. degree, CFP or CFA) required. Must... read more
Company
In-House
Experience
Min 6 yrs required
Location
New York City, NY
Posted Date
Sep 15, 17
Info Source
Employer
Senior Counsel The candidate will... transactions. Experience as in-house counsel in technology and digital... media preferred. Must have JD degree from top tier law school. Admittance to a State Bar required. Strong track record negotiating complex, strategic transactions is essential.... read more
Company
In-House
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Sep 22, 17
Info Source
Employer
(“WAS”), which provides personal fiduciary, trust and related services... Provide legal counsel to Senior Leadership of Wealth Management... counsel. and audit groups; keep senior management and other personnel... trust and estate administration; fiduciary income tax; fiduciary and... advisers (RIAs); investment of fiduciary and non-fiduciary customer assets...... read more
Company
In-House
Experience
Min 5 yrs required
Location
New York City, NY
Posted Date
Sep 18, 17
Info Source
Employer
Senior Trust Officer Duties: Partner... Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Proactively identify and... resolve client issues. Engage in high level trust administration; oversee all administration activities. Document interpretation. Oversee risk management activities.... read more
Company
In-House
Experience
Min 5 yrs required
Location
New York City, NY
Posted Date
Sep 18, 17
Info Source
Employer
Senior Trust Officer Duties: Partner... Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Proactively identify and... resolve client issues. Engage in high level trust administration; oversee all administration activities. Document interpretation. Oversee risk management activities.... read more
Company
In-House
Experience
Min 5 yrs required
Location
New York City, NY
Posted Date
Sep 21, 17
Info Source
Employer
Wealth Management Compliance Regulatory Counsel / Policies and Procedures... Manager of the Regulatory Counsel/Policies and Procedures Group and... closely with the Compliance Counsel and other members of... the Senior Management Team. Development and... Counsel/Policies interests, disclosures, and the fiduciary standard of care is...... read more
Company
Recruiter
Experience
3-5 yrs required
Location
New York City, NY
Posted Date
Sep 04, 17
Info Source
Recruiter
respect to disclosure and fiduciary issues. Review marketing materials... have direct contact with senior management of registered investment... advisers and mutual fund boards of directors. Review and draft various investment fund documents including investment management agreements, prospectuses and Form ADV.... read more
Company
In-House
Experience
Min 10 yrs required
Location
New York City, NY
Posted Date
Sep 21, 17
Info Source
Employer
Act; Knowledge of bank fiduciary activities, including advisory businesses;... CPO requirements and general fiduciary obligations. Capable of taking... the global real estate fiduciary business which is primarily... communicate and liaise with senior management, Legal and Compliance... personnel and the primary... read more
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