Manager, Investment Management, Private Wealth (Central Region Office Locations)... for **MEMBERS ONLY**SIGN UP NOW***.'s growing Private Wealth practice. - This role... focuses on delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held...
Manager, International Tax Services Grand Rapids, MI, United States and 8 more Job Description Job Summary: An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications...
law firm is seeking a Trusts And Estates Attorney for their Indianapolis, IN office. This role entails working with the Trusts & Estates team on various matters including estate planning, estate and trust administration, business succession planning, and charitable planning....
The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Wealth Strategist The candidate provides... support, clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer planning. Reviews complex... client illustrations and planning techniques related to estate planning. Perfo... 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Note: This job is no longer active.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
Senior Wealth Strategist The candidate provides... support, clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer planning. Reviews complex... client illustrations and planning techniques related to estate planning. Perfo... 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
Business and Estate Planning Attorney The candidate will assist families with wills and trusts and effectuate strategies to pass on financial as well as intellectual and spiritual assets to their loved ones. Will also counsel businesses on succession planning and effectuating plans to limit tax implications and successfully transfer business structures and assets... during and after life. Must be licensed and in good standing with the Indiana State Bar. Financial or tax backgro... 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
Senior Wealth Strategist Duties: Provides support,... clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer planning. Reviews complex... client illustrations and planning techniques related to estate planning. Performs fi... 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
Senior Wealth Strategist The candidate serves... as a technical resource and subject matter expert in comprehensive wealth planning matters. Technical Resource:... Provides support, clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and w... 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
VP, Trust Specialist Responsibilities: Reports directly to the Sales Performance Executive with Personal Wealth and Retirement. Will be... responsible for covering specific complexes/offices in the Advisory Division of company. Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sale...... 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, Trust Specialist The candidate will develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Will build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Provide trust and estate planning solutions, wealth transfer strateg... 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, Trust Specialist The candidate will develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Will build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Provide trust and estate planning solutions, wealth transfer strateg... 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
Wealth Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... 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
VP - Trust Specialist The candidate will report directly to the National Trust Executive with Retirement and Personal Wealth Solutions (RPWS). Will develop... current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Develop and execute on a business plan to grow Trust business and increase advisor adoption. Provide trust and estate planning solutions, wealth transfer strategies to clients...... 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