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Senior Tax Consultant, Private Wealth
The candidate will perform detail-level review of individual, fiduciary, partnership, closely-held corporation, estate, and gift work papers and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. Will coordinate and communicate with clients to gather information to complete tax returns. Must have 2+ yearsâ€™ experience providing tax planning services or preparing and re... read more
Deputy General Counsel, Wealth and Investment Management
The candidate will lead and oversee the work of a large cross-functional team that provides legal support and advice for the firm Wealth, Retail Brokerage, Retirement, and Asset Management (including Mutual Fund) businesses. Will serve as a senior legal advisor and strategic partner to senior executives across firm. Maintain regular contact with the attorneys responsible for significant legal matters, and will revie... read more
Manager - Private Client Services
The candidate will serve as members of various client service teams. In addition to the preparation and review of tax returns, participate in identifying client issues and communicating with clients and financial managers. Conduct research on various client issues, and supervise Associates and Senior Associates. Participation in the professional growth and development of Associates and Senior Associates is also a key component of ManagersĂ...
Vice President, Assistant General Counsel
The candidate will be responsible for providing day-to-day legal coverage to the businesses referenced above. This will include both the creation of new funds and the maintenance of existing funds. Provide legal support for the company Asset Management Alternatives businesses. Legal support and advice to be provided across private funds, segregated account mandates, funds-of-one, carried interest vehicles and other products that re...
Senior Private Client Advisor
The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families. including: investment management, trust, credit, planning, insurance, and banking services. Serves as mentor for a small group of private client advisors and exerc...
The candidate will be responsible for: Providing legal review and advice to the WAS Division relating to new business opportunities, in particular, where Wilmington Trust or Bank acts as new and/or successor trustee of a trust or executor or personal representative of a decedents estate. The candidate should be familiar with Delaware and other state direction trusts, delegated trusts and/or fully discretionary trusts; tax planning structures; entity form...
Responsibilities: Will provide existing clients with holistic review of estate and wealth transfer plan and provide guidance accordingly in connection with team and outside advisors. Collaborate with market teams in order to provide clients with breadth of firmĂ˘â‚¬â„˘s offerings. Represent the firm in the industry through thought leadership and attendance in industry groups such as Bar Associations; committees, networking groups and conferences. Participate ...
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Credit / Distressed Transactions Attorney
The candidate will act as transaction counsel on all US Credit investments, manage transaction execution, review and negotiate full range of investment documentation. Will review, draft and negotiate credit and special situations investment documentation including loan and security documentation (including intercreditor documentation), bond documentation, private placement agreements, asset and stock purchase agreements, shareholde...
Legal- Vice President, Assistant General Counsel Ă˘â‚¬â€ś Bank, Asset And Wealth Management
The candidate will be providing legal advice and support for all aspects of the LatAm Private BankĂ˘â‚¬â„˘s lending business, including cross-border lending, marketable securities based lending and other bespoke lending transactions secured by specialty collateral. Providing legal advice and support to the LatAm Private BankĂ˘â‚¬â„˘s client-facing teams, including client relationshi...
Trust Settlement Officer II
The candidate will be accountable for overseeing the settlement process for irrevocable terminating trusts of varying complexity levels in a fast paced, high volume environment. Under the supervision of a Team Lead and fiduciary partners, a TSO II will: 1) minimize risk to the Bank by the timely and accurate interpretation and implementation of provisions in governing instruments that relate to the disposition of trust assets, 2) alleviate the d...
Duties: Focuses on enhancing overall Wealth Planning practice by sharing best practices and technical information; researching; aiding the development of marketing materials, and writing technical pieces for internal and external distribution. Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities. Works closely as part of a private banking team to bring customized planning solutions to...