contracts for a variety of advisory, brokerage, technology, and operational services. - Provide general legal support to the broker-dealer, registered investment adviser, and technology affiliates... as needed. - Advise on new product development and regulatory risk management decisions. - Provide business leaders an...
more senior counsel on investment management matters for various... Mutual Funds, ETFs, Collective Funds, Private Funds, Separately Managed Accounts, Institutional Separate Accounts, and Local Government Investment Pools. This includes support... with investment management agreements, Form ADV... disclosures, and portfolio transa...
Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews of clients...
Title: BDC (Business Development Company) Compliance Officer Job Responsibilities: - Participate... in mock regulatory examinations and compliance program reviews. - Assist with policy and procedure reviews, drafting reports, and creating manuals to ensure compliance with regulatory requirements. - Provide compliance assistance and advice to...
a specific area of investment law. - Provide clients with... materials required by the SEC and materials for board meetings to address specific legislative issues. - Specialize in analyzing and reporting on a specific area of legislation and provide guidance on implementing...
scopes within the alternative investment fund industry, including private... estate, and hedge funds. - Act as the first point... of contact for internal and external clients. - Manage teams of tax professionals and assistants working on client projects. - Assess the tax impact...
contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. -... Advise on new product development and regulatory risk management decisions. - Keep...
fiduciary obligations of the company by providing advisory services... to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and their beneficiaries. As a key member of the Family Wealth relationship management team, the advisor...
Call Center Agent Department: Operations - Legal FLSA Status: Non-Exempt Worksite status: Remote (After Successful Completion of 100% On-site Training) Anticipated Start Date: October 1, 2025 Role Summary: The Bilingual Call Center Agent serves as the primary liaison for Spanish-speaking...
contracts related to the company's ETF and mutual fund... distribution business. - Research and provide legal advice to the company’s business concerning FINRA regulatory and broker-dealer compliance issues. - Manage communication and interaction with clients, service providers, and others regarding...
Seeking Midlevel Associate for Investment Management Practice Group ... associate to join our investment management practice group. The... ideal candidate will have experience representing institutional investors in private funds, with a focus on private equity, private credit, real estate, and...
company's business activities and investment products. - Prepare resolutions and... legal actions. - Liaise with the business on strategic issues and regulatory matters. - Advise on the distribution of registered funds, collective investment trusts, and other asset... management vehicles within the retirement market....
with the bank's established risk appetite. - Deliver a Branded Client Experience by leading the client team to provide meaningful interactions. - Develop a deep understanding of clients’ needs, preferences, and overall wealth strategy. - Act as a trusted advisor,... providing integrated recommendati...
Title: Tax Experienced Manager, Customs & International Trade Job Responsibilities: A Tax Experienced Manager, Customs & International Trade is tasked with advising clients on various import and export matters, identifying potential trade issues and opportunities, and providing strategic advice across different industries....
and practical issues and opportunities regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in area of specialization, involving company specialists, at a minimum... of once per year. - Train and mentor associates, senior associates, and managers. Res...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Maintain and develop a deep understanding of technical and practical issues related to partnership taxation. - Participate in organizing and conducting external CPE training sessions in the area of...
- Benefits at the company is tasked with providing... strategic support for the company's . employee benefit plans... the design, administration, and compliance of the company's . employee benefit plans,... including the 401(k) plan, health & welfare plans, fringe ben...
strategic support regarding the company's . employee benefit plans... and programs. - Ensure compliance with applicable laws and regulations, supporting the development and implementation of benefits policies. - Partner with internal stakeholders to manage risk and drive operational excellence. - Advise Benefits and...
Senior Manager at the company, the primary responsibilities include... working as part of a team of problem solvers to address complex business issues, ranging from strategy to execution. The role involves: - Encouraging team members to have a voice and inviting...
Title: Mergers & Acquisitions Tax Managing Director, State and Local Tax Job Responsibilities: Research: - Identify situations requiring research and conduct investigations on these topics. - Analyze researched facts and sources. - Prepare studies on tax implications and outline alternative courses of action for clients. -...
Title: International Tax Manager Job Responsibilities: As an International Tax Manager, you will be accountable for the management and delivery of . international tax services for clients spanning various industries and market segments. Your role involves collaborating closely with partners, managing directors,...
and compliance of the company's . employee benefit plans,... including the 401(k) plan, health and welfare plans, fringe benefit programs, nonqualified deferred compensation plan, and leave of absence. - Provide legal advice on employee leaves of absence, including FMLA, paid and...
strategic support regarding the company's . employee benefit plans... and programs. Key responsibilities include: - Advising internal teams on the design, administration, and compliance of employee benefit plans, such as 401(k) plans, health & welfare plans, fringe benefit programs, nonqualified deferred...
- Benefits at the company is tasked with providing... strategic support concerning the company's . employee benefit plans... and programs. The role involves ensuring compliance with applicable laws and regulations, supporting the development and implementation of benefits policies, and partnering...
and compliance of the company's . employee benefit plans,... including 401(k) plan, health & welfare plans, fringe benefit programs, nonqualified deferred compensation plan, and leave of absence. - Provide legal advice on employee leaves of absence, including FMLA, paid and unpaid...
strategic support for the company's . employee benefit plans... and programs. Key responsibilities include: - Advising internal teams on the design, administration, and compliance of . employee benefit plans such as 401(k) plans, health & welfare plans, fringe benefit programs, nonqualified...
Participate in multi-state alternative investment firms, including hedge funds,... fund of funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage in multi-state companies with state and local tax controversies,...
Participate in multi-state alternative investment firms (hedge fund, fund... Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience. -... Review information presented on state income tax returns before, during, and after preparation. - Bui...
Participate in multi-state alternative investment firms (hedge fund, fund... as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after preparation....
- Ensure compliance with company policies, standards, and the... BDO Tax Quality Manual. - Conduct reviews of tax returns and resolve tax issues with clients, involving specialists where appropriate. - Plan for early recognition of material tax and compliance issues,...
Title: Wealth Strategist Market Manager - Private Bank Job Responsibilities: - Directs and oversees the Wealth Strategy function, including critical measurements of the assigned market or group, supporting the overall mission and vision of the business. - Coordinates and conducts acquisition, performance management,...
Center and Networking at Company is tasked with providing... power and energy transactions. This position involves working closely with company executives to finalize agreements... with data center providers. Key responsibilities include: - Coordinating with various internal departments to ensure compliance with...
Networking legal team at Company is responsible for providing... and energy transactions with data center providers. This role involves working closely with Company executives to finalize agreements... with providers and coordinating the efforts of various internal organizations to ensure com...
providing legal support for complex data center power and energy transactions with data center providers. The role involves working closely with executives to complete agreements between the company and its providers. The... Managing Counsel coordinates efforts of various internal organizatio...
Title Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities **Members Only** is seeking a managing counsel to join its Data Center and Networking legal team. The role involves providing legal support for complex data center power and...
legal team at the company focuses on providing legal... data center power and energy transactions with data center providers. The responsibilities include: - Working closely with company executives to complete agreements... between the company and its providers. - Coordinating... efforts of var...
data center providers. - Work closely with company executives to complete agreements... between the company and its providers. - Coordinate... efforts of various internal organizations to ensure contracts comply with company policies. - Take a leadership... role in defining policies, practices, and p...
on issues impacting the company's non-depositary limited purpose trust... company. - Ensures compliance of... business activities, policies, practices, and transactions with all relevant laws and regulations. - Drafts and negotiates legal documents including regulatory filings, contracts, agreements, and legal corres...
Title: Assistant General Counsel Job Responsibilities: - Acts as a subject matter expert and provides business leaders with legal advice on issues impacting the company's discretionary and non-discretionary registered... investment advisory offerings. - Ensures that... business activities, policies, practices, and transactions comply with...
Title: Private Equity M&A (Asset Management) - Mid/Senior Associate Job Responsibilities: - Collaborate effectively within teams and independently manage components of transactions. - Demonstrate strong experience in asset management mergers and acquisitions (M&A), with a particular focus on general partner (GP) stakes transactions. -...
Title: Principal Program Manager - AI Legal Job Responsibilities: Strategic Program Leadership: - Design, implement, and manage cross-functional programs focused on AI legal and regulatory readiness, compliance, and risk mitigation. - Translate regulatory developments and legal strategies into structured, actionable projects with defined outcomes,...
responsible for shaping the company's global strategies concerning AI... legal and regulatory issues. This involves designing, driving, and overseeing essential legal compliance programs to ensure the legal teams are aligned and equipped to handle the rapidly evolving AI regulatory landscape....
a leading global infrastructure company as a junior/mid-level project... finance associate and make a meaningful impact on communities across the United States. Position Details: - Full-time position, based in Pittsburgh, PA, Washington DC, or possibly New York, NY....
Title: Seasonal Tax Expert - Local Job Responsibilities: - Serve as TurboTax Live Seasonal Local Service Expert, providing tax expertise and preparation services for TurboTax clients. - Handle a range of tax situations, from simple W2 filings to complex scenarios like business income,...
Regulatory Strategy at the company is tasked with a... are integral to the company's global approach to artificial... matters. The role involves designing, driving, and overseeing critical legal and compliance programs, ensuring alignment and preparedness within the company's legal t...
role in shaping the company's global approach to AI... legal and regulatory matters. Key responsibilities include: - Strategic Program Leadership: Design, implement, and manage cross-functional programs related to AI legal and regulatory readiness, compliance, and risk mitigation. Translate regulatory developments and...
Title: Principal Program Manager - AI Legal Job Responsibilities: 1. Strategic Program Leadership: - Design, implement, and manage cross-functional programs related to AI legal and regulatory readiness, compliance, and risk mitigation. - Translate regulatory developments and legal strategies into structured, actionable projects...
AI Legal at the company is tasked with shaping... the global approach to artificial intelligence legal and regulatory matters. This involves designing, driving, and overseeing critical legal and compliance programs to ensure the company’s legal teams are aligned and prepared...
private companies with a variety of business advisory needs including audit, tax compliance, and planning to enhance their operational efficiency. This role involves experiencing the entire business life cycle of a private company from inception to growth,... maturity, and transition...
OverviewA law firm seeks an experienced Trusts and Estates attorney with strong tax and transactional experience to join their practice in Philadelphia, PA. The ideal candidate will possess deep knowledge of estate, gift, and generation-skipping transfer tax planning, along with...