Job Title: Chief Compliance Officer Job Responsibilities: - Compliance Program Development and Oversight: The Chief Compliance Officer (CCO) is responsible for designing, implementing, and maintaining a comprehensive written compliance program for the Wilmington Funds Family. This includes developing policies and procedures reasonably designed to prevent violations of applicable federal securities laws. - Annual Review: Conducting and documenting an annual review of the ad
Job Title Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities - Analyze trust documents for legal, tax, administrative, and investment issues, coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the trust's investment objectives align with the needs of the trust and applicable fiduciary law, and that investments
Job Title Global Anti-Corruption Compliance Senior Officer Job Responsibilities - Provide advisory support on the use of third-party intermediaries, including policy interpretation, risk scoping, and processing pre-clearance requests. - Manage the end-to-end TPI pre-clearance workflow and inventory; ensure timely reviews, dispositions, and adherence to service level agreements (SLA) across stakeholders. - Collaborate with technology teams to maintain and improve TPI workfl
Job Title: Director, Senior Trust Officer Job Responsibilities: - Serve as the primary fiduciary contact for some of the largest and most sophisticated trust relationships within the company. - Manage all facets of trust administration and relationship management for assigned clients, supported by a dedicated Trust Administrator. - Handle client relationships to maintain client satisfaction and retain business. - Manage a diverse book of business, ensuring account activity a
Job Title: Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities: As a Trust Officer VP in the Wealth Management Solutions, Trust & Estates department, you will play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. - Making recommendations on how the company should ex
Job Title: Fiduciary Director Job Responsibilities: - Manage and develop trust centers, associated support, and specialty teams within Information, Management, and Technology, focusing on delivering moderate complexity and risk. - Engage and influence stakeholders, internal partners, and peers associated with Information, Management, and Technology functions or affected by its outcomes. - Provide leadership and mentor the professional development of the Information, Manageme
Job Title: Business Controls Manager Job Responsibilities: - Develop and recommend risk metrics to manage and mitigate risks associated with Commercial Front Line Units. - Serve as a risk and control resource supporting Lines of Business (LOBs) and second and third lines of defense (2LOD/3LOD) support functions, including Operational Risk, Business Continuity, IT Risk, Vendor Risk, Corporate Security, Compliance, Internal Audit, etc. - Expand risk assessment and testing prog
Job Title: Wealth Strategist Senior - **Members Only** Job Responsibilities: - Develop, consult on, and implement comprehensive tax, estate, and financial plans for clients, including those of the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring new clients. - Retain, expand, and deepen existing client relationships by conducting thorough research and developing detailed tax, estate, and financial analyses and plans. - Pr
Job Title: Product Manager, AI Solutions and Design Job Responsibilities: Innovation Leadership and AI Adoption Strategy - Develop and execute a forward-looking AI innovation roadmap aligned with the firm’s strategic objectives and client service goals. - Identify, evaluate, and prioritize high-impact opportunities for AI solutions to enhance workflows, reduce inefficiencies, and elevate client experiences. - Lead ideation sessions and design sprints with cross-functional...
Job Title: Innovation Training Specialist Job Responsibilities: The Innovation Training Specialist is responsible for supporting the Innovation Training Manager in the delivery of training to attorneys and staff on GenAI and Innovation resources at the law firm. This includes assessing the needs of learners and assisting in the development and delivery of effective training solutions to ensure the adoption of technology and innovative processes. Key responsibilities include
Job Title: Senior Practice Manager, Corporate Job Responsibilities: Practice Operations Excellence - Assess partner write-off requests to ensure sound financial judgment and recommend actions to achieve strong service delivery and performance. - Evaluate new business intake requests for strategic and financial risk, recommend mitigation measures, and collaborate with Firm Counsel to support client acceptance decisions. - Oversee talent development by managing associate perf
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth management strategy tailored for individuals, business owners, and families. - Leads the client relationship team, ensuring clients have access to all resources and solutions provi
Job Title: Wealth Advisor Job Responsibilities: - Accountable for achieving revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies for individuals, business owners, and families. - Lead the client relationship team, ensuring clients have access to all of the company's resources and solutions. - Coll
Job Title: GCM Transaction Management Leader II Job Responsibilities: - Develop and maintain procedures and guidelines for transaction management and the expansion of Conventional Debt and Special Access Services. Collaborate with all support and operational groups to create document standards suitable to the company. - Represent the company in the market by attending conferences, assisting sales with client meetings, and facilitating calls and presentations with rating agen
Job Title: GCM Transaction Manager III Job Responsibilities: - Negotiate and close transactions where the company serves in a Trustee capacity, as well as other complementary roles and products. - Act as a client-facing centralized deal manager for transactions, coordinating with internal operational and support groups. - Attend client meetings and some conferences as deemed appropriate. - Assist the Sales team with business development initiatives and coordinate deal
Job Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: The Tax Manager, Partnerships plays a crucial role in advising clients on the tax implications of their business objectives, focusing on partnership-specific items such as section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations. The respon
Job Title: Data Analytics Manager Job Responsibilities: As a pivotal member of the Knowledge Management and Innovation team, the Data Analytics Manager is responsible for supporting the delivery of data-driven legal solutions and analyses to both internal and external clients. The manager oversees the firm's data visualization platforms, reporting tools, data portal, and advanced analytics environment. Key responsibilities include: - Developing and executing the firm's data
Job Title: Senior Manager, Accounting Methods Job Responsibilities: The Senior Manager in the Accounting Methods group is responsible for assisting companies in optimizing their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. This role involves identifying federal tax benefits and correcting federal tax exposures for both public and private companies across various industries s
Job Title: Manager of Legal Recruiting Job Responsibilities: The Manager of Legal Recruiting will play a crucial role in the development and execution of entry-level and lateral recruiting and integration strategies for the law firm. This includes overseeing and coordinating firm-wide activities related to lateral associates and select Counsel recruiting, onboarding, and integration. Key responsibilities include: - Recruiting and integrating the firm's Associates, Attorneys,
Job Title: Practice Manager Job Responsibilities: The Practice Manager is tasked with ensuring the business and operational success of one or more practice groups within the law firm. This role involves serving as a strategic partner to practice leadership with a focus on enhancing financial performance, optimizing attorney productivity and utilization, and fostering group cohesion and culture. Key responsibilities include: - Operational Management and Reporting: - Suppor
Job Title: Conflicts Counsel Job Responsibilities: - Advise and assist the law firm's attorneys and staff in identifying and resolving conflicts of interest. - Analyze prospective legal matters across all practice groups to identify conflicts of interest. - Serve as an escalation point for the Conflicts Resolution Group and New Business Intake teams, advising on conflicts of interest and appropriate resolutions, including closed client and former lateral client references an
Job Title: Conflicts Counsel Job Responsibilities: - Advise and assist the law firm’s attorneys and staff in identifying and resolving conflicts of interest. - Provide guidance on conflict of interest issues associated with new clients and matters, and ensure the efficacy and integrity of ethical walls. - Analyze prospective legal matters across all practice groups to identify conflicts of interest. - Serve as an escalation point for the Conflicts Resolution Group and New ...
Job Title: BD Writer & Content Strategist Job Responsibilities: The BD Writer & Content Strategist is tasked with translating the law firm’s brand strategy into content that promotes the firm and its practice areas. The role involves writing and developing content related to business development, maintaining the firm’s standards for voice and style in Word and PowerPoint, and overseeing the content library. Responsibilities include: - Developing content that elevates the...
Job Title Sectors & Clients Business Development & Marketing Sr. Manager – Technology Job Responsibilities The Sectors & Clients Sr. Manager plays a pivotal leadership role in advancing strategic growth initiatives within the law firm. This position involves partnering directly with sector and practice leadership, lawyers, and firmwide business development colleagues to identify, develop, and pursue client growth opportunities, deepen client relationships, and drive go-t...
Job 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. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift
Job Title: Conflicts Attorney Job Responsibilities: The Conflicts Attorney is an integral part of the law firm's Conflicts and Intake team, providing essential support to the firm's offices on a national scale. The role primarily involves the following responsibilities: - Reviewing conflict check reports prepared by specialists, particularly in relation to the business intake and new hire processes. This includes preparing analyses that identify legal and potential business
Job Title: Conflicts Attorney Job Responsibilities: The Conflicts Attorney is responsible for reviewing, interpreting, and analyzing conflict of interest reports to identify and resolve potential conflicts of interest. These reports pertain to prospective and new clients and matters, as well as clients and matters of potential lateral candidates. The attorney's responsibilities include drafting waivers, reviewing and drafting engagement letter provisions, reviewing outside c
Job Title: Trust Officer Job Responsibilities: - Administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business Development colleagues (Banker, Financial Advisor, Por
Job Title: Senior Manager, Pitches and Proposals Job Responsibilities: The Senior Manager, Pitches and Proposals at the law firm is responsible for developing and implementing strategies, processes, and schedules for RFP responses, proposals, and pitch materials. This role requires a comprehensive understanding of the law firm's practices and industry sectors to effectively draft and maintain proposal content. The Senior Manager will collaborate with lawyers and practice gro
Job Title: Risk Management - Collections Digital Strategy - Associate Job Responsibilities: - Develop and execute comprehensive digital strategies for recovery units, ensuring alignment with the organization's overall risk management framework and business objectives. - Optimize digital recoveries, implementing best practices and innovative solutions to maximize recovery rates. - Conduct thorough risk assessments to identify potential threats and vulnerabilities in recovery
Job Title: Trust Officer VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its capacity as trustee. - Oversee investment decisions, collaborating with investors to ensure the trust's investment objectives align with fiduciary law and investment gu
Job Title: Wealth Management Trusts & Estates Tax Operations, Vice President Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on all tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with team members to r
Job Title: **Members Only**, Executive Director Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Collaborate with team members to review and support the preparation of var
Job Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner is tasked with delivering consistent and tactical Employee Relations consultation to both Managers and Employees across Canada and the US. The role involves resolving employee issues and advising on employee conflict resolution, disciplinary actions, and terminations. Key responsibilities include: - Conducting HR-related investigations to ensure resolution of employee issues
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth management strategy tailored for individuals, business owners, and families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered by
Job Title Conflicts Attorney Job Responsibilities The Conflicts Attorney is an integral part of the law firm's Conflicts and Intake team, providing support across the firm's national offices. Key responsibilities include: - Reviewing conflict check reports prepared by specialists during the business intake and new hire processes. - Preparing analyses to identify legal and potential business conflicts and managing the resolution of these conflicts. - Collaborating directly
Job Title: Senior Analyst, Legal Project Management Job Responsibilities: The Senior Analyst, Legal Project Management is responsible for advancing the Legal Project Management (LPM) services within the law firm. Key duties include maintaining existing matter management solutions and supporting the design and implementation of large-scale strategic initiatives. The role requires a dynamic, data-driven, and process-oriented individual who can partner with professionals across
Job Title: Senior Analyst, Legal Project Management Job Responsibilities: The Senior Analyst in Legal Project Management plays a pivotal role in supporting the legal and business services of a law firm. This position is integral in maintaining and enhancing the firm’s legal project management (LPM) services. The responsibilities associated with this role include: - Elevating the usage of matter management tools to facilitate real-time budget monitoring for attorneys. - Ma...
Job Title: Analyst, Legal Project Management Job Responsibilities: As an Analyst in Legal Project Management at the law firm, the individual will play a pivotal role in enhancing the firm's project management services. This position requires a dynamic, data-driven, and process-oriented professional who is eager to collaborate with different departments across the organization. The main responsibilities include: - Elevating the use of matter management tools to facilitate f