Job Title: Private Client Advisor II Job Responsibilities: - Lead the... client management process (CMP) to identify new business development opportunities and deepen client relationships. - Source new clients in alignment with the company's established risk appetite. - Deliver meaningful interactions and a branded...
Title: Senior Associate, Licensing Acquisition Job Responsibilities: - Possess working knowledge of state regulatory, exam, and licensing processes, which may include conducting additional research as needed and reviewing work conducted by Associates. - Participate in state money transmission license acquisition, including preparation of...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Assistant General Counsel - Private Bank (Real Estate and Private Equity) The candidate will provide primary legal support for the Private Equity and Real Estate business within the Private Bank. Will structure and negotiate private equity and real estate investment opportunities (including commingled funds,... co-investments, and separately managed accounts) for global client base of high-net worth individuals, trusts, personal investment companies, family offices and... charitab... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Vice President The candidate will provide case consultation and design on complex estate planning, and business exit planning for small business owners. Will be an expert in advanced market concepts and strategies for consultations with Member agents that result in using life insurance as the vehicle for the advanced sales. Responsible for Case design estate planning, Case design business exit planning, Charitable giving knowledge, Financial Planning for the Regist... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Vice President, Nautilus Advanced Planning Duties: Work with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues, as well as prepare analyses of client documents and customized estate and business planning presentations to enable Member agents to be more successful in placing life insurance business. Estate Planning Case Design- create customized and sales focused estate planning cases. Business Exit Plann... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Vice President, Nautilus Advanced Planning Duties: Work with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues, as well as prepare analyses of client documents and customized estate and business planning presentations to enable Member agents to be more successful in placing life insurance business. Estate Planning Case Design- create customized and sales focused estate planning cases. Business Exit Plann... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Corporate Vice President/Advanced Planning Casewriter The candidate will: case design estate planning; case design business exit planning; charitable giving knowledge; financial planning for the registered investment advisor; documents, wills... and trust reviews; competition for advanced market cases; and webinars for nautilus members on new estate planning techniques; and mentoring, coaching, training team members.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Vice President, Nautilus Advanced Planning Duties: Nautilus Member Agent Support - work closely with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues, as well as prepare analyses of client documents and customized estate and business planning presentations to enable Member agents to be more successful in placing life insurance business. Estate Planning Case Design - create customized and sales focused e... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Vice President, Nautilus Group Case Consultant The candidate will: Develop relationships with member agents. Work closely with member agents to develop estate and business strategies for high net worth and ultra-high net worth clients and integrate New York Life products, where applicable. Help member agents target specific markets, including high net worth, business and cultural markets. Provide ongoing education to member agents. Some travel may be required to as... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant General Counsel - Private Equity (Real Estate and Private Equity) The candidate will structure and negotiate private equity and real estate investment opportunities (including commingled funds,... co-investments, and separately managed accounts) for global client base of high-net worth individuals, trusts, personal investment companies, family offices and... charitable foundations. Will negotiate distribution agreements, engagement letters, side letters and confidentiali... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Staff - Paralegal (Investment Funds) The candidate will... under general supervision of assigned attorneys administrative practice management and following prescribed department, office and firm procedures. Will be assigned to work primarily on specific cases/transactions, provide general assistance to a project team of attorneys, and/or to support attorneys whose practice involves specific areas of law. May also monitor regulations, legal developments and compliance procedures... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Corporate Counsel Responsibilities: Act as Corporate Secretary for client fund complex. Assist with required regulatory filings for public and private funds. Participate in and prepare reporting in connection with monthly and quarterly in-person and telephonic retail fund complex board meetings. Support the compliance functions of the client broker / dealers (BDs) and retail registered investment advisors (RIAs). Drive... legal side of special projects (., fund conversions,... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here