Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is tasked with acquiring new clients, deepening client relationships, and expanding an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and...
Title: AVP, Sr. Counsel - Fund Mgmt Job Responsibilities: - Provide leadership, direction, and subject matter expertise on complex projects and initiatives concerning the company's funds and advisory businesses. - Serve as a subject matter expert and provide highly specialized legal counsel to...
on bond obligations and project contract documents. This includes reviewing, drafting, and modifying bond forms, contract documents, and other agreements. - Review documents related to mergers, equity sales, and asset sales to determine the... legal status and ownership of indemnitors underg...
and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. - Actively participate in business development, including weekly sales calls, client presentations, marketing... efforts, and bu...
The following jobs are no longer active but were real openings previously posted by employers.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 Fiduciary Officer I The candidate will have responsibility for working with Regional Fiduciary Officer to whom she or he reports in providing advice, guidance and training to account officers in the field as well as centralized units on technical fiduciary issues in support of sales efforts and administration processes... across a fiduciary book of accounts. Responsible for assisting Regional Fiduciary Officer with certain new trust business acceptance as well as in pr... 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Note: This job is no longer active.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
Advanced Financial Sales Consultant The candidate will... develop new business opportunities and sales growth by initiating and... maintaining strong producer relationships. Increase financial services sales through consultative sales approach.... Assist producers with understanding customer segments and how to prospect book. Assist with product recommendations and creation of customer solutions presentations. Assist with client meetings & presentations, as needed. Follow-up on pendi... 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 Advisor Team Leader - Wealth Management The candidate will engage with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional PM's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products... 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 Strategies Advisor Responsibilities: Oversees the planning engagement from start to finish. Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients. Delegates effectively to Associate Strategists and Analysts. Gathers data, runs analyses and develops solutions based on analyses. Creates final version of client letter. Assists in developing and executing marketing and sales efforts, including speaking a...... 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 Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to High Net Worth teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes... across a fiduciary book of accounts. Responsible for providing early intervention on fiduciary problems, risk matters and client complaints. Serves as primary resource for comprehensive fiduciary and technical advice relating to the administ... 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
Client Adviser II Duties: Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as... 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
Client Advisor II Duties: Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as tru... 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 Senior Fiduciary Advice Specialist (Lo) The candidate serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class... usage, risk management), and client a... 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
Private Client Associate - High Net Worth Responsibilities: Will act as trusted advisor to, and an advocate for, clients and prospects; facilitate integrated recommendations that encompass multiple products and services as needed. Prospect, network and develop new business opportunities. Develop in-depth understanding of clients’ needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Proactively leverage ideas, in... 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
Trust Private Client Associate The candidate will be part of a developmental program aimed to equip participants with foundational skills and knowledge to deliver the full array of . Trust capabilities and services to clients with complex financial needs. While completing the development activities as prescribed by the Private Client Associate Development Program, will be expected to attract new clients to the firm. Associates spend 50% of the time learning and the r... 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