to finish, ensuring comprehensive management of each case. - Draft... wills, trusts, and planning documents, ranging from simple to complex, tailored to meet the unique needs of each client. - Counsel clients with empathy and clarity, providing clear explanations of their options...
Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will be responsible for representing individuals and trusts in estate, income, and gift tax planning matters. The role involves active participation in trust and estate administration, requiring the associate to...
Job Title: Senior Management & Professional Liability Technical... technical complexity and potentially major departmental impact. - Conduct detailed information gathering, analysis, and investigation to resolve numerous and undefined issues. - Report on claims trends and developments to senior management and underwriters. - Inve...
Tax Senior in the Wealth & Asset Management practice,... the primary responsibilities include tax compliance and advisory work for clients. The role entails collaborating with Managers through Partners on crucial client issues related to domestic federal, international, and state and...
Tax Senior in the Wealth & Asset Management practice,... the primary responsibilities include handling tax compliance and advisory work for clients. The role involves collaborating with Managers through Partners to address key client issues in domestic federal, international, and state...
Title: VP AGC – Wealth Management Platforms, Programs &... The VP AGC – Wealth Management Platforms, Programs &... an experienced team of lawyers to deliver pragmatic legal advice and thought leadership. Key responsibilities include: - Counseling wealth management business teams throug......
as part of estate management duties. - Draft corporate documents,... including buy and sell transactions and shareholders agreements. - Collaborate with clients to ensure their estate planning needs and corporate planning objectives are met efficiently and effectively. Education and Experience Information: - A minimum...
for this role include: - Estate and trust planning: Assisting clients with creating and managing their estate plans to efficiently transfer wealth and meet their personal... and financial goals. - Estate and trust administration: Managing the administration of estates and trusts, incl...
Title: . Private Bank - Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: - Lead and deliver large client engagements while serving as a strategic advisor in Executive Compensation and Board Advisory practice. - Provide expertise in executive compensation benchmarking, short and long-term incentive design, compensation...
Job Title: Asset & Wealth Management - Tax Senior... Associate Job Responsibilities: - Lead digitization and automation efforts to enhance the efficiency of tax processes. - Solve intricate tax challenges by applying advanced problem-solving skills. - Mentor and guide junior team members to foster...
Title: SVP, Associate General Counsel Job Responsibilities: The Senior Vice President, Associate General Counsel is responsible for assisting other attorneys in the department and senior members of the business, including the Deputy General Counsel and the Chief Legal Officer. The role involves...
Title: Paralegal Trust and Estates Job Responsibilities: As a Paralegal in the Trust and Estates department, the candidate will be responsible for providing both legal and non-legal administrative support to attorneys. The role involves interfacing with clients, administrative agencies, and court personnel,...
General Counsel - Private Wealth Job Responsibilities: The Associate General Counsel... for Private Wealth will have a pivotal... specifically on the Private Wealth sector. The primary responsibilities... issues impacting the Private Wealth business, advising on the... framework, and collaborating with wealth advisors, portfol...
Title: Counsel, Registered Funds Job Responsibilities: - Provide legal advice and support for the company's direct lending platform, which includes registered investment companies, business development companies, and other permanent capital vehicles. - Manage day-to-day legal operations for the company's regulated...
Title: Associate Attorney - Litigation Job Responsibilities: - Prepare Probate and Administration Petitions, ensuring compliance with legal standards and court procedures. - Handle Surrogate's Court filings and procedures with precision and attention to detail. - Draft and revise motions and legal briefs, maintaining a...
Job Title: Asset Management - Hedge Fund/Private Credit... Operational Due Diligence - Vice President Job Responsibilities: - Conduct and lead on-site manager visits to assess operational risks of hedge funds and private credit investments. This includes evaluating aspects such as infrastructure, third-party...
Director, Legal Counsel, GBM Legal Job Title: Associate Director, Legal Counsel, GBM Legal Salary: $170,000 - $224,700 Experience: Minimum of 3 years of legal experience Location: New York, New York Overview: - Join a purpose-driven, winning team...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Partner, Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and Directors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a New York City-based Certified Public Accounting and Consulting...
Partner, Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and Directors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: The company is a Certified Public Accounting and Consulting firm based...
with attorneys on project management and practice group initiatives. -... Assist in the creation, editing, proofreading, and processing of legal documents, letters, and client communications. - Support business development and marketing initiatives. - Manage projects through firm technology and resources such as TEAMS...
Title: . Private Bank - Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
$250,000 annually Location: Albany, New York, United States Company: Goldman Sachs Trust Company Department: Asset & Wealth Management Corporate Title:... Associate Are you a driven and detail-oriented professional with experience in Operations, Technology, and/or Regula...
in federal income tax compliance and planning with higher net worth individuals - Corporate Title: Associate - Office Location: Albany, NY - Job Function: Internal Product Specialists - Division: Asset & Wealth Management H1: Asset... & Wealth Management Opp...
headings: About Goldman Sachs Wealth Management, About GS Ayco,... Job Responsibilities, Qualifications and Requirements, Salary and Benefits Bold headlines: - Join the Wealth Management Team at Goldman... Sachs - Partner with Fortune 1000 Companies at GS Ayco -...
Title: Senior Paralegal Job Responsibilities: - Draft and file petitions, accountings, affidavits, and related documents in Surrogate’s Court. - Manage all phases of probate and administration proceedings. - Review and analyze estate planning documents to ensure accuracy and compliance. - Maintain case dockets and track...
personnel, and other legal professionals Assisting attorneys in all aspects of case preparation and management Organizing and maintaining... case files and documents Assisting with real estate closings and Surrogate's Court matters Salary Information The salar...
remote COVID-19 Precaution(s): Remote interview process Virtual meetings Sanitizing, disinfecting, or cleaning procedures in place Job Title: Estate & Trust Administration Paralegal H1: Join Our Team as an Estate & Trust Administration Paralegal...
**MEMBERS ONLY**SIGN UP NOW***. is Seeking an Experienced Estate Planning - Elder Law Attorney H2: Join Our Growing Team at **MEMBERS ONLY**SIGN UP NOW***. About the Position: - Full-time permanent position with flexible hours - Salary range of $90,000-110,000 per year, plus performance-based bonuses - Medical, dental, and vision plans with...
partnership between **MEMBERS ONLY**SIGN UP NOW***. and Oaktree Capital) -... Business unit dedicated to bringing alternative investment expertise to private wealth investors - Brookfield has... a long-term focus and values aligned with Attributes of a Brookfield Leader: Entrepreneurial, Collaborative, and Disci...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job... of Vice President/Director, After-Tax Wealth Strategist & Investment Strategist... focusing on both after-tax wealth strategies and investment strategies. After-Tax... Wealth Strategist Key Responsibilities: - Provide... subject matter expertise around the intersection of investing,...
Job Title: Family Wealth Office Director Job Responsibilities: The Family... Wealth Office Director is a... primary responsibilities of this position include: - Serving as the main contact for UHNW families, overseeing day-to-day services and team interactions. - Coordinating and delivering all family wealth service...
Job Title: Senior Wealth Strategy Associate Job Responsibilities: • Assist... financial advisors in client conversations, providing analytic information to understand the client’s goals. • Develop customized asset allocation strategies and investment solutions for clients. • Provide support for client relationship building and business development...
Job Title: Family Wealth Office Director Job Responsibilities: - Serve... families, managing day-to-day services and team interactions. - Coordinate and deliver all family wealth services ensuring an industry-leading... family office experience. - Collaborate with the Family Strategist to develop the annual client relationship plan...
Title: Paralegal – Corporate Governance and Securities Job Responsibilities: - SEC Filings: Assist in the preparation, coordination, and filing of periodic and current reports such as Forms 10-K, 10-Q, and 8-K, along with proxy statements. Ensure accuracy, completeness, and compliance...
to increase efficiency. - Project Management: Oversee and manage legal... cross-functional projects, ensuring timely execution and alignment with organizational goals. - Document Management: Maintain and organize legal... documents, contracts, and records, ensuring they are up-to-date and easily accessible. - Form Review Management: Overse...
Title: Structured Securities and/or Fund and Structured Finance Lawyer Job Responsibilities: - Partner with US Global Markets business colleagues to provide legal and regulatory advice regarding the offering, sale, and distribution of structured products, such as equity-linked notes and ETNs, and related...
Attorney at **MEMBERS ONLY**SIGN UP NOW***. H2: Exciting Opportunity in Legal... Regulatory at **MEMBERS ONLY**SIGN UP NOW***. Location: New York, New York Time... Type: Full Time Posted On: Posted Yesterday Job Requisition ID: R2042491 Company Overview: - Leading global alternative asset manager with a 100+ year history - Majority owner...
Join Our Team as a Personal Injury Paralegal at a Prestigious Law Firm in Queens, NY H2: Experience Growth and Success at **MEMBERS ONLY**SIGN UP NOW***. Are you an experienced Personal Injury Paralegal looking to join a prestigious and forward-thinking law...
Title: Cross Asset Derivatives Solutions Job Responsibilities: - Provide OTC derivatives execution and solutions for strategic Family Offices and UHNW clients across the Americas, addressing their significant challenges while capturing positive economics for the company. - Collaborate on cross-regional and cross-divisional...
Job Description: - Work directly with **MEMBERS ONLY**SIGN UP NOW***.'s business control officer and senior management of wealth management division to review... and implement policies and procedures related to fiduciary governance. - Responsible for analyzing and evaluating current risk management p...
role within the CNR wealth management business, supporting various... client service, operations, portfolio management, sales, and research. This... role collaborates with senior management to provide analytical, communication,... financial services and project management, and a strong understanding... of risk management, compliance, and regulatory requirements.......
National Bank is seeking a highly motivated and experienced Business Controls Manager to join their Finance and Accounting team. This position will work with the Business Control Officer team for Corporate Functions and partner with other 2LOD teams across the...
Title: Swap Dealer Regulatory Governance Officer Location: United States (multiple states listed) Job Type: Full Time Salary Range: $98,000-$156,000 (based on factors such as experience and location) Job Description: The **MEMBERS ONLY**SIGN UP NOW***. Swap Dealer Regulatory Governance Team is seeking...
The **MEMBERS ONLY**SIGN UP NOW***. Relationship Manager is responsible for serving high net worth clients by providing expert advice and personalized banking, borrowing, and investment solutions. This role acts as the primary client advisor, developing and implementing strategies based on the client's...
Senior Relationship Manager Tarrytown, NY Full Time Posted: 6 Days Ago End Date: May 31, 2025 (30+ days left to apply) Job Requisition ID: R-30101 Company Overview **MEMBERS ONLY**SIGN UP NOW***. (KPB) is dedicated to providing expert financial advice and personalized banking,...
OverviewA boutique law firm specializing in estate and trust litigation, estate planning, and administration is seeking a full-time Associate Attorney with at least two years of relevant experience. This opportunity is ideal for a motivated legal professional with strong academic...