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Pennsylvania Investment Banking Attorney Jobs in In-House

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Pennsylvania Investment Banking Attorney Jobs in In-House - Related Job Titles

Attorney Commercial Banking LawBanking and Finance LawyerBanking Lawyer Corporate Commercial Banking AttorneyPayment Cash Banking AttorneyProject Contract Attorney Banking Litigation Retail Banking Attorney
United States
Posted On Sep 28, 26
Full-time 5 views Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

one or more registered investment advisers that manage private... credit funds and other investment vehicles, including funds registered... under the Investment Company Act of 1940. -... issues arising under the Investment Advisers Act of 1940,... including governance, fiduciary obligations, disclosures, conflicts...

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Posted On Sep 28, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

one or more registered investment advisers that advise private... credit funds and other investment vehicles, including certain funds... registered under the Investment Company Act of 1940. -... matters arising under the Investment Advisers Act of 1940,... including governance, fiduciary obligations, disclosures,...

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Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

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...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

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...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

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...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

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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Posted On Sep 21, 26
Full-time 17 views
Practice Area:
Fintech & Blockchain Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs
Practice Area:
Fintech & Blockchain Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs

Title: Senior Vice President, Counsel? (Asset Servicing) Job Responsibilities: - Serve as a trusted internal resource and key legal advisor on significant business transactions, regulatory matters, and strategic initiatives. - Liaise with a variety of key stakeholders, including lines of business, business partners,...

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Posted On Sep 21, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Finance - Structured Finance Finance - Banking Finance - Financial Services Regulation Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities
Practice Area:
Finance - Structured Finance Finance - Banking Finance - Financial Services Regulation Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities

Title: Senior Vice-President/Counsel - Global Markets and Treasury Services Job Responsibilities: The role of Senior Vice-President/Counsel in the Global Markets and Treasury Services Team involves a variety of responsibilities aimed at supporting business colleagues and contributing to the legal functions of...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

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), Department...

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Posted On Sep 21, 26
Full-time 2 views Experience : 5-7 yrs required
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse title
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse title

Title Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework of...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

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 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

Title: Wealth Strategist II Job ID: R232584 Position Overview At company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together...

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Posted On Aug 07, 26
Full-time 1 views Experience : 5-5 yrs required
Practice Area:
Finance - Project Finance Finance - Structured Finance Finance - General
Job Tags:
alcohol children derivatives Disability Benefits ERISA Financial Institutions FINRA health benefits hedge funds Insurance Investment Banking ISDA lending LLC regulatory compliance Securities Visa
Practice Area:
Finance - Project Finance Finance - Structured Finance Finance - General
Job Tags:
alcohol children derivatives Disability Benefits ERISA Financial Institutions FINRA health benefits hedge funds Insurance Investment Banking ISDA lending LLC regulatory compliance Securities Visa

Title: Assistant General Counsel, VP Job Responsibilities: - Provide legal support for repo and secured financing transactions, including bilateral and tri-party repo, securities lending/agented (ALD) repo, sponsored repo, and structured repo arrangements. - Advise trading, credit, and operations teams on repo documentation (MRA,...

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