wealthmanagement Private Bank... preserving and managing their wealth Manage and maintain relationships... asset allocation, investment managementwealth planning, credit and banking... needs. Partner with internal specialists to... read more
The candidate should preferably have excellent academic credentials and large law firm transactional experience in debt financing transactions that is directly relevant to practice. Must have 2+ years of finance... read more
And Finance Associate
The candidate must have 1-4 years of experience in transactional lending, preferably leveraged-lending. Experience in both drafting and negotiating commitment papers, terms sheets, credit agreements and security documents is helpful. Preference for an associate that has private...
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Wealth Management Compliance Regulatory Counsel/... relevance to the Firm’s Wealth Management business. Discussing relevant... regulatory developments with Legal and Compliance coverage and business personnel to assure awareness and help determine whether updates to policies and procedures are required. Documenting and...
Counsel- Wealth Management
The candidate should... have excellent workflow management, leadership and counseling skills.... experience as a qualified attorney is preferred. Prior corporate... legal experience within the financial services industry or experience in assigned practice area (e.g., securities, employment, etc.)...
Attorney – Global Wealth Management – In-House With... legal support to Global Wealth and Investment Management business... of the same to management. Drafting and revising of... offer and sale of wealth management products and services,... and interpretations relating to wealth management products, licensing/registration and......
Attorney - Investment Management
The candidate will be... and Market level Office Management Teams ("OMT"), fellow control... Divisional and Market Office Management Teams) in connection with... (e.g., Merrill Edge, Global Wealth and Retirement Solutions (“GWRS”)... Management services business, ideally a wealth management, investment advisory and/or......
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Senior Corporate Financing Attorney
The candidate will be... providing legal and regulatory expertise on financial products and services; Reviewing and negotiating financial contracts in transactions with institutional clients and service providers; Overseeing and managing outside counsel; Supporting new product development...
Investment Management – Private Wealth Tax
The candidate will... lead high-level tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well as prepare and lead client meetings on compliance and consulting projects...
Investment Management - Private Wealth Tax
The candidate will... perform high level reviews of tax research, individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns as well prepare and lead client meetings on compliance and consulting...
Wealth Adviser - Private Wealth... Management
The candidate will... proactively provides comprehensive wealth management advice and solutions... and credit and risk management; Also able to articulate... tactical adjustments for client investment portfolios; Builds multi-generational relationships with client families, providing estate...