Finance - Banking Attorney / Estate & Tax Planning Attorney in Pennington, NJ

In-House

Pennington, NJ

Finance - Banking Attorney / Estate & Tax Planning Attorney in Pennington, NJ

Attorney

Min 8 yrs required

No

Job Title:
Attorney II – Consumer Banking & Wealth Management
Full time

Job Responsibilities:
The Attorney II for Consumer Banking & Wealth Management is responsible for providing comprehensive legal support and strategic advice to the Global Wealth & Investment Management line of business. This includes working on high net worth lending products, services, and regulatory matters, such as securities-based loans, unsecured loans, and custom loans involving various collateral types and cross-border transactions. Key responsibilities involve:
- Analyzing legal issues and implications related to high net worth lending products and services.
- Providing legal support in structuring, negotiating, and documenting various types of loans.
- Assisting with loan workouts and distressed loan scenarios, as well as internal and external audit examinations.
- Communicating clear, concise, actionable, and business-informed legal advice, including occasionally to leadership.
- Interpreting rules, laws, and regulations from a compliance and business control standpoint; ensuring that proposed transactions comply with applicable policies, laws, and regulations.
- Drafting, reviewing, and/or negotiating complex legal documents and legal opinions.
- Gathering, assessing, and evaluating information from various sources to make a judgment or inference.
- Supporting company responses to government agency examinations and investigations, enforcement actions, private complaints, and litigation.
- Working closely with internal clients and partners, including product management, underwriters, document preparation groups, client-facing personnel, risk management, compliance, regulatory and audit partners, and other functions that support the Global Wealth & Investment Management lending business.

Education and Experience Information:
- Required Qualifications:
- A Juris Doctorate degree and at least one state bar admission (active/good standing).
- Minimum of 8 years of relevant experience, preferably within a law firm setting or as in-house counsel at a banking/financial institution.
- Strong understanding of loan, pledge, and security documentation, applicable consumer and bank regulations, applicable securities regulations, and issues associated with lending to clients of an affiliated broker-dealer.
- Strong communication and drafting skills and proven experience and confidence in risk identification, analysis, and resolution.
- Strong risk management skills with a commercial and pragmatic approach to resolving issues.
- Strong work ethic and a proven ability to multitask and perform within a fast-paced environment with minimal supervision.
- Proficient in Microsoft suite and other related software.
- Minimum Education Requirement: Doctorate degree in a related field.

Skills:
- Advisory
- Influence
- Interpret Relevant Laws, Rules, and Regulations
- Policies, Procedures, and Guidelines
- Risk Management
- Critical Thinking
- Decision Making
- Issue Management
- Legal Drafting and Writing
- Regulatory Compliance
- Attention to Detail
- Collaboration
- Executive Presence
- Legal Structures and Legal Forms
- Problem Solving

Salary Information:
- Pay range: $159, - $239, annualized salary, with offers to be determined based on experience, education, and skill set.
- Discretionary incentive eligible: This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group, and the overall success of the company.
- Benefits: This role is currently benefits eligible. The company provides industry-leading benefits, access to paid time off, resources, and support to employees so they can make a genuine impact and contribute to the sustainable growth of the business and the communities served.

Shift:
1st shift (United States of America)

Hours Per Week:
40