Philadelphia Fiduciary Counsel Jobs in In-House

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

United States
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...

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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...

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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...

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Posted On Sep 21, 26
Full-time 4 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 more senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and works to retain, expand,...

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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...

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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...

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Full-time 3 views Experience : Min 8 yrs required

Job Title: Senior Managing Counsel - Corporate Governance Job Responsibilities: The... Senior Managing Counsel - Corporate Governance serves... as a senior legal advisor and is primarily responsible for supporting the company’s Board of Directors and governance framework. This role encompasses a broad...

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Full-time 3 views Experience : Min 8 yrs required

Job Title: Senior Counsel Private Bank Internal Revenue... Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

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Full-time 1 views

Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers...

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Full-time 1 views Experience : Min 3 yrs required

coverage to determine appropriate valuation and settlement strategies, ensuring adherence to company policies. - Handle and develop knowledge in Fiduciary Claims. - Attend mediations and... monitor trials as necessary. - Draft coverage correspondence on primary claims, negotiate complex coverage issues, and recommend outsid...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 12 yrs required

Title: Chief Legal Officer Job Responsibilities: - Contracts (New, Current & Customer Upgrades): - Own end-to-end contract lifecycle management for new customer agreements, renewals, and upgrade/expansion deals. - Negotiate and close commercial agreements including MSAs, SOWs, SaaS/licensing agreements, data processing agreements,...

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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...

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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...

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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...

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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...

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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...

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