Pennsylvania Fiduciary Counsel Jobs in In-House

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Pennsylvania Fiduciary Counsel Jobs in In-House - Related Job Titles

United States
Full-time 1 views Experience : Min 8 yrs required

providing strategic and practical counsel on employee benefits, executive... compensation, and related governance matters for the company's North American operations. This role involves close collaboration with Human Resources, Compensation & Benefits, Finance, Tax, Corporate Governance, and business leadership to support...

Full-time 5 views Experience : 3-8 yrs required

Job Title: Senior Counsel--Investment Advisor Job Responsibilities: - Serve as... the Investment Company Act of 1940. - Provide legal support on issues arising under the Investment Advisers Act of 1940, including governance, fiduciary obligations, disclosures, conflicts of... interest, regulatory filings, SEC examinations, a...

Full-time Experience : 3-8 yrs required

Job Title: Senior Counsel--Investment Advisor Job Responsibilities: - Serve as... under the Investment Company Act of 1940. - Provide legal support on matters arising under the Investment Advisers Act of 1940, including governance, fiduciary obligations, disclosures, conflicts of... interest, regulatory filings, SEC examin...

Full-time 1 views Experience : 3-5 yrs required

and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel to ensure comprehensive estate... planning. - Utilize prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, G...

Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required

Title: Wealth Strategist III Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Wealth Strategist III Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including complex cases. - Collaborate with other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen existing client...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required

Title Wealth Strategist II Job Responsibilities As a Wealth Strategist II at the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients. The role involves collaboration with more senior planning resources on complex...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required

Wealth Strategist Job Title: Senior Wealth Strategist Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborate with other planning resources on specific subject matters of greatest complexity and partner in...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required

Wealth Strategist Job Description The Senior Wealth Strategist position at Company involves developing, consulting on, and implementing tax, estate, and financial plans for clients, including those of the greatest complexity. The role requires collaboration with other planning resources on specialized subject matters...

Full-time 4 views Experience : 7-10 yrs required

Title: Senior Lawyer - Employee Benefits and Executive Compensation Job Responsibilities: - Serve as a specialist in employee benefits and executive compensation law, providing technical and expert legal services to company business units. - Plan, conduct, and supervise large and highly complex legal...

Full-time 4 views Experience : Min 10 yrs required

Job Title: Assistant General Counsel, ERISA and Employee Benefits Job... the primary attorney providing counsel on employee benefits, tax,... and ERISA fiduciary law, specifically focusing on... . health and welfare, defined contribution retirement savings, executive compensation programs, and global remuneration and...

Full-time 6 views Experience : Min 8 yrs required

Title Lawyer - Retirement and Financial Wellness Job Responsibilities - Hire, evaluate, and supervise team members, providing guidance and training to support their development. - Set performance standards, review performance, and make informed compensation decisions in accordance with Human Resources policies...

Full-time 1 views Experience : 10-15 yrs required

Job Title: Associate General Counsel, Fund Governance Job Responsibilities: - Serve... other stakeholders regarding applicable legal requirements, fiduciary obligations, governance practices, and... board processes. - Hire, evaluate, and supervise staff, providing guidance and training as necessary to develop team members. Set performance standard...

Full-time 7 views Experience : Min 10 yrs required

Responsibilities Retirement Plans and Fiduciary Governance - Serve as... retirement programs, including 401(k), pension, and deferred compensation plans. - Provide legal counsel regarding ERISA fiduciary obligations, governance structures, plan... administration, participant disclosures, and regulatory compliance. - Support Retirement Plan Commi...

Full-time 2 views Experience : Min 10 yrs required

primary attorney providing legal counsel on employee benefits, tax,... and ERISA fiduciary law, particularly concerning .... health and welfare, defined contribution retirement savings, and executive compensation programs, as well as global remuneration and bonus programs. - Coordinate . employee benefits law...

Full-time 8 views Experience : 1-3 yrs required

trust administration. - Provide legal counsel and strategic advice to... clients dealing with complex estate, trust, and guardianship issues. - Draft and review various legal documents, including petitions, motions, and briefs, to ensure they meet legal standards and support case objectives. - Conduct...

Full-time 3 views Experience : Min 8 yrs required

Job Title: Senior Counsel - Trusts and Estates... of legal compliance and risk management. - Responsible for managing the expense for outside counsel relationships, providing strategic direction... on when to leverage outside counsel. - Works with outside... counsel, combining th...

Full-time 2 views Experience : Min 8 yrs required

Job Title: Senior Counsel - Trusts and Estates Job... of legal compliance and risk management. - Manages the expense for outside counsel relationships and provides strategic... direction on when to leverage outside counsel. - Works with outside counsel,... combining their advice with... analys...

Full-time 3 views Experience : Min 5 yrs required

Senior Vice President and Counsel Job Responsibilities: - Provide legal... areas offering trust and fiduciary administration for high-net-worth individuals... and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients. - Collaborates with senior planning resources on complex matters and specific subject areas. - Engages in the acquisition of new clients and retains, expands, and...

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