a team to provide business advisory needs for private companies, focusing on audit, tax compliance, planning, and improving operational efficiency. Responsibilities include: - Assisting high net worth individuals and private wealth management structures with audit,... tax compliance, and planning. - Engaging...
The following jobs are no longer active but were real openings previously posted by employers.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 Regional Fiduciary Manager (RFM) The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Also accountable for revenue growth, client retention, business economics an... 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Note: This job is no longer active.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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics and r... 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Note: This job is no longer active.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 Management Senior Fiduciary Advisory... Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration w/ Wealth Advisors (WA), Investment Strategists,... Trust and Fiduciary Specialists, Wealth Planning Strategists, We... 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 Management Senior Fiduciary Advisory... Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists,... Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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
Estate Settlement Assistant II The candidate provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust... 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
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
Trust Officer II The candidate will proactively identify and harvest opportunities to deepen relationships within current client base. Will meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Proactively... engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief... Fiduciary, etc). Proactively identify and resolv... 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
Market Trust Director Duties: Work with sales and investment partners in closing new business and will provide high level advisory consultation to clients. Assist their team in identifying and harvesting opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Proactively... engage other special... 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 Trust Relationship Manager Duties: Serve as relationship manager for Trust Services, responsible for the end-to-end administration of assigned accounts. Build multigenerational relationships with members to educate and support their long-term wealth transfer needs. Maintain awareness... of emerging products and services and new developments in the industry. Keep current on all laws and regulations, State and Federal, related to the administration of trust accounts assi... 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
WM Senior Fiduciary Adv Spec The candidate will deliver advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Will grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, multiple asset class usage, risk management), and client acquisition skills. Acquire new high net worth client (HNW) and ultra high... 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