of sales and client management experience in Wealth Management... Department: Wealth, Brokerage... and Premier Banking Company: **Members Only** Location: Miami, Florida, USA SEO friendly job title: Wealth Advisor III in Miami, Florida - **Members Only** H1 Heading: Join Our Team...
Title: Principal Analyst, Risk Monitoring Job Responsibilities: - The Principal Analyst, Risk Monitoring is responsible for conducting risk monitoring activities and ongoing risk assessments of FINRA members, reporting to a Risk Monitoring Director. - This senior-level position supports the Risk Monitoring Director in...
Title: Senior Principal Analyst, Office of Strategic Engagements Job Responsibilities: The Senior Principal Analyst in the Office of Strategic Engagement (OSE) within the department of Member Supervision is tasked with supporting the leadership team in various high-visibility external engagements and publications. The...
Title: Principal Analyst, Risk Monitoring - Retail Job Responsibilities: - Conduct risk monitoring activities and ongoing risk assessments of organization members, reporting to a Risk Monitoring Director. - Identify existing and emerging risks, supporting interactions with internal and external parties. - Perform risk monitoring...
Title: Principal Analyst, Risk Monitoring Job Responsibilities: - Conduct risk monitoring activities and ongoing risk assessments of FINRA members, reporting to a Risk Monitoring Director. - Support the Risk Monitoring Director in identifying existing and emerging risks, and in interactions with internal and...
Title: Senior Director & Counsel, Enterprise Data Privacy Office Job Responsibilities: The Senior Director and Counsel, Privacy, also known as the Chief Privacy Officer (CPO), leads the organization's Enterprise Data Privacy Office. The primary responsibilities include: - Designing, implementing, and...
Title: Principal Analyst, Risk Monitoring - Capital Markets Job Responsibilities: - Conduct risk monitoring activities and ongoing risk assessments of FINRA members, reporting to a Risk Monitoring Director. - Identify existing and emerging risks and interact with internal and external parties. - Perform risk...
Title: Assistant General Counsel, Regulatory Job Responsibilities: - Render senior-level legal advice and support concerning the life cycle of new regulatory initiatives. - Advise the Board of Governors and organization advisory committees on complex regulatory initiatives and rule changes. - Brief and communicate complex...
Title: Assistant General Counsel, Regulatory Job Responsibilities: - Provide senior-level legal advice and support throughout the lifecycle of new regulatory initiatives. - Serve as a subject matter expert in one or more areas of legal expertise. - Advise the Board of Governors and advisory...
Title: Vice President, Capital Markets, Fixed Income, and Compliance Testing Job Responsibilities: - Lead the operations and execution of the Capital Markets, Fixed Income Specialist, and Compliance teams, comprising over 120 examiners and managers. Develop strategic plans aligned with Member Supervision goals...
Title: Assistant General Counsel, Regulatory Job Responsibilities: - Render senior-level legal advice and support throughout the life cycle of new regulatory initiatives. - Serve as a subject matter resource in specific areas of legal expertise. - Advise the Board of Governors and advisory committees...
Title: Paralegal, Litigation Job Responsibilities: The Paralegal in the Litigation group within the department of the Chief Legal Officer is tasked with assisting in the response to information requests received by the organization, its officers, and its employees. This includes handling third-party...
Title: Director of Business Development for HK Deal Flow (Hybrid) Job Responsibilities: The Director of Business Development for HK Deal Flow at the law firm is tasked with establishing and managing a team focused on deal sourcing and performance assessment. Key responsibilities...
Title: Seasonal Tax Delivery Manager - Japanese Global Employer Services Job Responsibilities: - Engage in correspondence in Japanese (both written and verbal) with individual taxpayers to gather necessary data for completing their . individual income tax returns. - Address inquiries from individual taxpayers...
Title: Tax Manager - Renewable Energy Job Responsibilities: As a Manager within the Sustainability: Renewable Energy practice, you will advise clients on tax issues related to renewable energy clients and projects. The role involves managing renewable energy client engagements and targeting new...
transactions, managing engagements related to the establishment of IRC Section 704(b) and inside tax capital accounts. - Track and allocate IRC 704(c) built-in gains and losses, ensuring accuracy and compliance. - Oversee project management, maintain quality control, and... contribute to staff developme...
Federal Tax - Asset Management The candidate will oversee... scope within the alternative investment fund industry (private equity,... real estate and/or hedge funds). Act as the first point of contact for internal and external clients. Manage teams of tax professionals/assistants...
Income Tax - Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage in multi-state companies...
be responsible for managing relationships and ensuring the timely reporting of milestone and dependency status. The role involves monitoring risks and issues to escalate and executing day-to-day management activities. Key responsibilities include: -... Overseeing asset-level diligence and analysis on debt investments....
Title: Senior Manager, Senior Counsel- Commercial Bank - Strategic Investments Group (Hybrid) Job Responsibilities: The Senior Manager, Senior Counsel will be a vital member of the legal team at the company, specifically supporting the Strategic Investments Group (SIG) within the Commercial Bank....
Title: Counsel - Securities and Corporate/Employment Job Responsibilities: - Collaborate with the Chief Legal Officer (CLO) and finance group to prepare SEC-related documents such as 10-Ks, 10-Qs, 8-Ks, Proxy Statements, and Section 16 Reports. - Assist in planning and executing...
and structuring engagements related to transactions pursued by private equity and strategic corporate entities. - Apply advanced project management skills to manage single... engagements from start to finish, seeking guidance from upper management as necessary. - Explain... each step i...
team providing state tax consulting and compliance services to a diverse client base in the investment management industry. The responsibilities... include: - Performing detailed technical reviews of partnership and corporate state and local tax returns/work papers with attention to multistate t...
and consulting services to Investment Management clients. Your duties... include: - Managing accounts on a day-to-day basis and delivering tax consulting services to clients. - Conducting high-level tax research and working on regulated investment company (RIC) tax work... papers, financial statement pr...
tax compliance and consulting services to Investment Management clients. The role... requires the identification of complex tax issues and providing tax analyses for various entities and their affiliates. Key duties include performing detail-level reviews of tax research, regulated investment compan...
Manager, SALT Income Franchise - Consulting **Members Only** H2: Join a Dynamic Team at a Top Tax Firm H2: Work with High-Profile Clients and Cutting-Edge Technologies H2: Comprehensive Benefits Package and Opportunities for Career Development **Members Only** is seeking an...
Friendly Job Title: Senior Associate, SALT Income Franchise - Consulting H1: Join **Members Only**'s Dynamic Team as a Senior Associate, SALT Income Franchise - Consulting H2: Work with High-Profile Clients and Cutting-Edge Technologies at **Members Only** Bold Headlines: -...
Title: Senior Associate, Business Incentives Group (TCM) Job Responsibilities: The Senior Associate in the Business Incentives Group within the Specialized Tax Services (STS) is tasked with leading or supporting services aimed at identifying, calculating, documenting, and supporting business incentive tax credits and...
and issues, escalating them as necessary. - Execute day-to-day management activities. - Oversee asset-level diligence... and analysis on debt investments. - Prepare and/or review debt taxable income calculations and reports. - Communicate with clients, their servicers, and/or administrators and lead client resources. - Calculate and/...
Title Tax Senior - Sustainability - Renewable Energy Job Responsibilities As a Senior within the Sustainability: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy projects. The role requires facilitating workstreams, identifying process...
Title: Tax Senior, Sustainability Credits – National Federal Tax Services Job Responsibilities: As a Senior Consultant within the Sustainability: Gi3 practice, the primary responsibility is to advise clients on sustainability and social Federal Credits & Incentives (C&I) programs. This involves facilitating the...
Title: Tax Manager, Sustainability Credits Job Responsibilities: As a Tax Manager within the Sustainability: Gi3 practice, your primary role will involve advising clients on sustainability and social Federal Credits & Incentives (C&I) programs. You will manage and facilitate the analysis...
Senior in the Global Investment and Innovation Incentives (Gi3)... practice, the primary responsibilities include managing federal credits and incentives opportunities, such as Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, and Sustainability and Renewable Energy...
Manager in the Global Investment and Innovation Incentives (Gi3)... practice, the candidate will be responsible for managing federal credits and incentives opportunities. The role involves identifying eligible federal credits and incentives generating activities and facilitating the analysis and documentation of...
Title: Property Tax Senior - Multistate Job Responsibilities: As a Property Tax Senior Consultant within the Multistate Tax Services group, the candidate will be a valuable member on tax engagements and provide state and local property tax planning, consulting, and compliance services...
Title: Assistant General Counsel- Litigation & Asset Resolution Job Responsibilities: The Assistant General Counsel for Litigation & Asset Resolution is tasked with providing legal counsel to the company on legal risks and representing its interests in various litigation matters. The primary focus...
Manager Job Responsibilities: Proposal Development and Management - Oversee the entire lifecycle... of the proposal process, from initial scoping to delivery confirmation, for complex RFPs, RFIs, informal requests, and other client-facing opportunities. - Collaborate with attorneys, practice group leaders, marketing and business development team...
Title: SAP Tax Manager, Global Trade Services (GTS) Job Responsibilities: As a practitioner within the company's Global Trade Advisory Practice, the SAP Tax Manager, Global Trade Services (GTS) will have the opportunity to assist clients in maximizing their SAP investments and positioning...
not only have the best **Members Only** positions, but we also have the most. Investment Management and Real Estate Capital... Markets Attorney The candidate should have a . degree. Must have 3+ years of substantive experience in real estate sec...
to AI legal and regulatory readiness, compliance, and risk mitigation. - Translate regulatory developments and legal strategies into structured, actionable projects with clear outcomes, measures of success, and reporting mechanisms. 2. Program & Stakeholder Management: - Partner closely with... senior legal...
Title Sr. Manager Digital Campaigns - Disputes Job Responsibilities As the Senior Manager Digital Campaigns - Disputes, you will be responsible for leading the design, planning, execution, and measurement of integrated, multi-channel digital marketing campaigns specifically for practice groups within the Disputes vertical....
Title: Junior to Mid-level Investment Funds Associate Job Responsibilities:... The Junior to Mid-level Investment Funds Associate will be... key member of the Investment Funds team at the... infrastructure. The responsibilities include: - Structuring, fundraising, and operating investment funds and alt...
Investment Fund Attorney Job ID:... we are looking to add a Senior Investment Funds Attorney with 7+... years of experience to our nationally top ranked Corporate, Venture Capital and Emerging Growth team, “Venture Best”. The partner can be located i...
Washington, DC - Investment Management Junior/Midlevel Associates: -... with a focus on investment management and the regulation... of retail investment advice. - Two positions... available: one for a junior associate with 1-3 years of experience and one for a midlevel...
Seeking Midlevel Associate for Investment Management Practice Group ... associate to join our investment management practice group. This... is an exciting opportunity for a candidate with at least three to five years of experience in representing institutional investors in private...
Job Title: Fund Formation/Investment Management Associate (Mid-to-Senior-Level) Job Responsibilities: The Fund... Formation/Investment Management Associate will be a... primary responsibilities include: - Structuring and forming private investment funds. - Negotiating with fund... investors. - Handling fund operational issues. - Working directly with senior leadership at fund...
Title: Of Counsel - Investment Management - Financial Institutions Job... years of experience in investment adviser regulatory matters. - Provide... legal counsel to top-tier investment management firms on a... variety of regulatory issues. This includes registration, conflicts of interest and disclosure, compliance...
Title: Entry-Level Associate - Investment Management Job Responsibilities: The entry-level associate... in the Investment Management Practice at the... to clients within the investment management sector. Key responsibilities... include: - Advising both registered and private funds on various aspects such as fund formation, governance,...
Associate to join its Investment Funds Regulatory Practice. The... years of relevant asset management regulatory experience and a... working knowledge of the Investment Advisers Act of 1940... and the Investment Company Act of 1940.... Private equity and hedge fund formation...
with 3-5 years of investment management and corporate transactional... candidate will have expertise in investment management, private funds, and... regulatory compliance, with a preference for those experienced in drafting complex fund-related and review investment management and fund-related ......