legal, tax, administrative, and investment issues, ensuring the effective... 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...
Title: Executive Claims Examiner - Executive Liability Job Responsibilities: - Confirm coverage of claims by reviewing policies and documents submitted in support of claims - Analyze coverage and communicate coverage positions - Conduct, coordinate, and direct investigation into loss facts...
the company's North America claims team. - Handle a variety of liability claims, including private equity, investment advisors' errors and omissions,... directors and officers, and insurance professional liability. - Collaborate with team members across North America claims, International claims, and financial insti...
Tax Associate – Alternative Investment Funds Job Responsibilities: - Review and... prepare tax returns. - Engage in tax planning, consulting, and compliance processes for complex clients such as hedge funds, private equity, real estate, fund of funds, and venture capital. - Build technical knowledge...
Title: Sr. Manager, Strategic Account Program Job Responsibilities: - Partner with the Strategic Relationship Lead and client team leaders to drive strategic account plan development and execution, including leading business development initiatives, client engagement strategies, events, and relationship management efforts. - Enable growth,...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in Family Office Advisory Services will play a crucial role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key responsibilities...
Title: Family Office Advisory Services - Manager Job Responsibilities: The Family Office Advisory Services Manager is tasked with supporting the legacy of the family by protecting, improving, and growing the family’s financial, social, and human capital. Key responsibilities include: - Reviewing family office...