Wealth Job Responsibilities: - Advise senior management and other stakeholders on... the Bank’s full-service wealth management business, which includes RIA,... Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support the implementation of legal assessments, interpretations, recommendations, and opinions...
support to the Wealth Management Division of the company's... role requires advising senior management and other stakeholders on... and compliance issues within the company's full-service wealth management business, which includes RIA,... Broker-Dealer, and Trust offerings and services. Key responsibilities...
the company's Digital Asset Management team, specifically focusing on... and services. - Advise the Digital Asset Management team on the development... and ongoing operations of asset management products and services involving... digital assets and blockchain technology. - Collaborate with colleagues across...
Fidelity’s defined contribution plan recordkeeping, administration, trust, and institutional business. The responsibilities include: - Advising on product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, and investment-related matters. - Collaborating on advocacy... for and implement...
with specific experience advising investment funds during all stages... of their lifecycle, as well as investors in such funds. Experience with private equity, private credit, and venture capital funds is preferred. Should have an active Bar license in the state...
Investment Funds Associate Job Title: Investment... Funds Associate Job Responsibilities: - Work... with their fund investments. - Draft and review documents in connection with secondary transactions. - Advise clients on compliance with . and . securities laws, including the Securities Act, the Investment Company Act...
Job Title: Wealth Management Tax Services Manager Job Responsibilities: -... The Wealth Management Tax Services Manager is... foundations, individual retirement accounts, investment partnerships, and individual and... gift tax returns. - Develop and maintain advanced tax planning strategies for high-net-worth clients. - Serve as a...
in first or second lien commercial real estate transactions. - Conducting evaluations, transfers, or drafting of commercial leases and/or drafting deeds of trust. - Handling other commercial real estate issues and transactions, including investment, corporate, and/or M&A transactions. -... Representing lenders and borrowers...
projects for multi-state alternative investment clients, including hedge funds,... part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. -... Review tax calculations and information presented on state income tax returns. - Build and m...
Title: Principal Program Manager - AI Legal Job Responsibilities: The Principal Program Manager for AI Legal at the company holds a critical position within the Global AI Legal & Regulatory Strategy team. This role is instrumental in shaping the company's global strategy...
with 3-5 years of investment management and corporate transactional... role involves working on investment management and private funds,... regulatory matters and fund formation. Experience with family offices, institutional investors, and strategic joint ventures is sophisticated investment management and fund-r...