Job Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. - Assist Bankers and other team members in their new business efforts. - Cultivate relationship
Legal Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual family goals while preserving family wealth for future generations. We are seeking a Legal Counsel to support the General Counsel on a
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Regional Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Fiduciary/Trust Tax Services Seasonal Employee T will be providing trust tax compliance and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Prepare 1099 forms and fiduciary income tax returns. Utilize Thomson Reuters ONESOURCEâ„¢ Trust Tax software. Translating complex data from a range of sources into client insights and deliverables. Communicating complex ... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Regional Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Field Legal Group Attorney The candidate will be responsible for counseling the branch network on day to day legal issues. Analyze issues associated with the servicing and maintenance of client accounts and/or branch related initiatives. Ensure that the firm's goals of high standards of responsiveness to branches and clients are achieved. Have direct interaction and collaboration with branch management, numerous departments throughout the firm and firm clients. Review and an read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Field Legal Group Attorney Duties: Will be responsible for counseling the branch network on day-to- day legal issues. Core responsibilities will include the ability to analyze issues associated with the servicing and maintenance of client accounts and/or branch related initiatives. The role is instrumental in helping to ensure that the firm's goals of high standards of responsiveness to branches and clients are achieved. Will be involved with direct interaction and collabora read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant General Counsel Duties: Will be responsible for cross-border and international legal advises; wealth management Americas with respect to the implications of servicing foreign clients on issues including new accounts, products and services, and travel with a focus on licensing and tax laws. Work with partners in the firm to establish, update and align cross border policies and procedures, and also works with the business owners on strategic direction with regard to read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management Attorney Duties: Working with law firms and internal lawyers in foreign jurisdictions to draft policies governing the conduct of cross-border business. Serving as a legal point of contact for the international wealth management division. Determining alignment of foreign laws and regulations, as advised by foreign counsel, and us broker/dealer regulations. Designing, editing and providing content for wma cross-border training modules and conduct classroom read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Cross-Border Legal Attorney The candidate will advise the Global Wealth Management (GWM) businesses and read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management Americas Attorney The candidate will advise business management on legal issues pertaining to client accounts, such as deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. Analyze firm and client documents associated with client accounts. Work with branch personnel and third parties to resolve issues. Should have 3+ years' experience as an attorney either in a law firm or in-house. Must have a law degree and ar read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Associate Wealth Strategist The candidate will independently review estate planning documents (., Wills, Living Trusts, and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations. Will assist with modeling wealth transfer and philanthropic strategies for clients. Perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues. Assist with the team's administrative tasks and read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here