Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
providing leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's funds and advisory businesses. The position involves providing highly specialized legal counsel to Senior Management for the company's SEC-registered investment adviser, which is responsi......
General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
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: . Private Bank - AWM Program Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
the law firm. This team represents various market participants including issuers, investment banks, investors, and others... involved in debt, equity, and structured transactions. The role involves assisting investment banks with regulatory compliance... and advisory engagements. Key responsibilities include: - Providing securit...
to work efficiently and independently Strong analytical and writing skills Strong communication and interpersonal skills Ability to thrive in a fast-paced, deadline-driven environment A team player with a strong work ethic...
Title: Associate - Gaming Practice Job Responsibilities: The Associate in the Gaming Practice at the law firm is responsible for advising clients on a variety of matters, including licensing, regulation, compliance, and other operational issues within the gaming industry. The clientele includes...
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 Advisor Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing and deepening client relationships through needs-based, high-level client service. - Responsible for delivering a full suite of wealth solutions, including financial...
Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients, focusing on developing and deepening client relationships through needs-based, high-level client service. - Deliver the full suite of company wealth...
Overview A law firm seeks a senior associate or counsel with expertise in fund finance and subscription line matters to join their team in Philadelphia. The role involves working with financial institutions, alternative lenders, and asset managers on various fund-related financings...