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Private Wealth Advisor Director
Duties: Act as the primary point of contact for the prospect and client relationship. Attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the BMO share of wallet. Demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the client’s specific needs. Utiliz...
Private Wealth Advisor, Director
The candidate will act as the primary point of contact for the prospect and client relationship. Lead and manage prospect opportunities and client relationships and coordinate an integrated team of subject matter experts to craft and execute creative solutions for the client. Effectively expand client relationships to grow revenue to achieve sales targets through increasing company’s share of wallet through the acquisition of increased in...
The candidate will build a practice in: estate planning, probate and elder law, general business, real estate, and tax. Will advise a wide range of clients, including individuals, small business owners, and high-net worth clients on a variety of legal matters. Should have related experience and/or an undergraduate degree in Business/Finance/Accounting/Tax or similar.
Business and Estate Planning Attorney
The candidate will work as part of a team to provide business and tax planning services to a varied client base. Must have 2+ years of experience working on business and tax matters. Should have strong academic credentials and excellent writing skills.
Associate Editor – Estate Planning Attorney
The candidate assists in shaping the direction and scope for the firm Docx (WDx) document drafting system. Work with the content and product development teams to determine priorities for editorial projects and establish and adhere to schedules for editorial activities related to software development. Participating in the editorial processes for the firm Docx document drafting system under the direction of the Executive Editor, ...
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Private Wealth Management Personal Trust Relationship Manager
The candidate will responsible for the efficient administration of trust accounts for an affluent or high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent; Provides expert advice and counsel in the area of personal trust products and services; Provides high level customer service to customers, attorneys, and beneficiaries relating to th...
Major & Planned Giving Manager
Duties: Manages a portfolio of major donors and major donor prospects to solicit major gift donations. Solicits major or planned gifts. Designs and implements programs and/or strategies to identify prospective major gift donors. Develops relationships with prospects and donors through communication strategies and consistent stewardship. Tracks and manages the prospective donor pool to monitor program results. Manages and executes major gift, ...
Assistant Vice President - Wealth Management
The candidate will provide the opportunity to work directly with clients in strategizing towards the preservation and continued growth of their trust assets. Responsibilities will include: Management of existing accounts. Promoting the reputation of the company through communication and interaction with centers of influence. Investigating and recommending trust and estate management and administration actions. Behaving as a ment...
TRUSTS & ESTATES ASSOCIATE
The candidate must have minimum of 3 years' experience in estate. Must have have experience in business succession. Will be planning and working with high net worth individuals with estate and gift tax planning needs.
Well-established **MEMBERS ONLY**SIGN UP NOW***. on Madison’s East side seeks an attorney to join its family law, estate and trust litigation, estate planning and elder law practice. The ideal candidate will have a minimum of five years’ experience, with a book of business in these areas or related areas, and the desire to work for a small firm. Litigation experience required. Please reply with a cover letter describing relevant experience, resume, and salary requirements by clicking ...