Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. This typically includes multi-generational trusts, closely held business entities, corporate executives, and...
Title: Senior Practice Manager, Corporate Job Responsibilities: The Senior Practice Manager for the corporate transactions practice at the law firm is tasked with a variety of responsibilities aimed at providing exceptional legal services and driving operational excellence. Key responsibilities include: - Practice Operations...
projects and initiatives concerning the company's funds and advisory businesses. Your role involves serving as a subject matter expert and providing highly specialized legal counsel to Senior Management for the company's SEC-registered... investment adviser, which is responsible... for delivering investment...
for supporting various marketing initiatives, including events, sponsorships, and business development/visibility-focused membership strategies. Key responsibilities include: - Executing assigned sponsorship and membership benefits, coordinating budgeting and payment processes, coding expenses, and tracking return on investment (ROI). - Ensuring timely... communic...
Job Title: Business Law/Investment Management Senior Counsel or Associate Job... handling a variety of investment management matters. This includes... regulatory... compliance and formation for investment advisers, investment companies, and... broker-dealers. The role also involves representation on transactions in the investment management...
Manager Research and Knowledge Management Programs and Resources Job Responsibilities: The... firm's Research & Knowledge Management department involves a variety... supporting the firm's Knowledge Management and current awareness programs.... The primary responsibilities include: Collaboration: - Work with members from various departments such as Research...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy Tax... Senior Manager at the company, you will be a crucial part of the Financial Services Tax practice within Corporate...
Information Salary will be based on experience and qualifications Competitive salary and benefits package offered Job Title . Private Bank – Private Banker – Vice President or Executive...
a team of Wealth Management professionals dedicated to high-net-worth... and overseeing comprehensive wealth management strategies. This includes: -... Financial Planning - Retirement Planning - Investment Management - Education Planning ... -... Estate & Legacy Planning - Trust Administration - Survivor Assistance -...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for a wide array of tasks that leverage your expertise in taxation. Your main duties include: - Conducting...
range of business advisory needs to private companies. Your primary responsibilities will include: - Working with High Net Worth Individuals and private wealth management structures to address advisory... needs such as audit, tax compliance, and planning. - Assisting clients in...
a summer associate, you will have the opportunity to work with attorneys across all of our practice areas, including: - Business & Finance - Litigation - Labor & Employment - Intellectual Property - Real Estate - Tax & Estate...
Title Tax Senior - Sustainability - Renewable Energy Job Responsibilities As a Senior within the Sustainability: Renewable Energy practice, the primary responsibility is to advise clients on tax issues related to renewable energy projects. This involves working collaboratively with leadership to identify process...
Senior Director of Practice Management Job Responsibilities: The Senior Director of... Practice Management at the law firm... Practice Groups. These responsibilities include: - Leading, developing, and managing the Practice Management Professionals and Paraprofessional Director.... This involves focusing on motivating and cultivating a high-performanc...
closely with the Practice Management team across various office... locations including Chicago, Denver, Indianapolis Downtown, Minneapolis, Philadelphia, and Washington, . The role involves several key responsibilities: - Coordinating and managing the firm’s associate promotion processes, which include evaluations for counsel...
eight years of experience to join the investment management team of their... Business Law Group in Indianapolis, IN. The candidate should have experience in investment management matters, including regulatory... compliance, private fund formation, and general corporate on investment ad...