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Philadelphia Wealth Management Attorney Jobs in In-House

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Philadelphia Wealth Management Attorney Jobs in In-House - Related Job Titles

Bank Compliance Attorney
United States
Posted On Aug 21, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
artificial intelligence contracts Cybersecurity data privacy Data Protection emerging technologies Ethics GDPR Insurance Privacy privacy laws regulatory compliance wealth management
Practice Area:
Data Privacy - Transactional
Job Tags:
artificial intelligence contracts Cybersecurity data privacy Data Protection emerging technologies Ethics GDPR Insurance Privacy privacy laws regulatory compliance wealth management

Title: Privacy & AI Governance Counsel Job Responsibilities: - Serve as the primary enterprise advisor for privacy and AI governance, partnering with business leaders to integrate privacy and responsible AI principles into processes, products, services, and decision-making. - Develop, maintain, and enhance privacy...

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth clients... on all aspects of wealth planning, including gift, estate,... charitable giving, trust administration, wealth transfer, and business succession... matters. - Work closely with clients and their outside legal counsel to ensure comprehensive...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

while regularly interacting with management. - Oversees legal research,... 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...

Posted On Oct 05, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

with producers, brokers, MGAs, and financial advisors to deliver complex case design, underwriting strategy, and tailored solutions for high net worth and business owner clients. - Provide expertise on advanced market strategies, including estate planning, wealth transfer, business succession, and... execu...

Posted On Sep 21, 26
Full-time 4 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

Job 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,...

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

Job 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...

Posted On Aug 03, 26
Full-time
Practice Area:
Corporate - General
Job Tags:
banking Privacy Women
Practice Area:
Corporate - General
Job Tags:
banking Privacy Women

Title: Senior Counsel Commercial Banking Job Responsibilities: The position of Senior Counsel in the Commercial Banking department involves providing comprehensive legal support and guidance to the company. Key responsibilities include: - Advising on a wide range of commercial banking matters, including lending,...

Posted On Aug 27, 26
Full-time 1 views Experience : 10-15 yrs required
Practice Area:
Bankruptcy-Creditors Rights Bankruptcy-Litigation Real Estate - Foreclosure (Litigation) Real Estate - Finance Finance - Banking Finance - General Real Estate - Eviction (Litigation) Litigation - Commercial Bankruptcy-General Real Estate - General
Job Tags:
Bankruptcy commercial real estate debtor equity finance Foreclosure insurance compliance lending Litigation title
Practice Area:
Bankruptcy-Creditors Rights Bankruptcy-Litigation Real Estate - Foreclosure (Litigation) Real Estate - Finance Finance - Banking Finance - General Real Estate - Eviction (Litigation) Litigation - Commercial Bankruptcy-General Real Estate - General
Job Tags:
Bankruptcy commercial real estate debtor equity finance Foreclosure insurance compliance lending Litigation title

Title: Executive Leader - Asset Resolution Department Job Responsibilities: - Provide executive leadership and legal oversight for the Asset Resolution Department. - Direct nationwide default litigation and other legal recovery strategies. - Oversee Asset Resolution counsel and manage relationships with outside counsel. - Support portfolio...

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...

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

Title: Senior Counsel--Investment Advisor Job Responsibilities: - Serve as a legal advisor to 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. - Provide legal support on...

Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title: Attorney - Estate Planning Job Responsibilities -... planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and... LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in...

Posted On Aug 05, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Alimony Child Custody depositions divorce Domestic Violence Family Law health insurance Insurance Litigation pleadings Prenuptial Agreements Software
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
agreements Alimony Child Custody depositions divorce Domestic Violence Family Law health insurance Insurance Litigation pleadings Prenuptial Agreements Software

Job Title Family Law Attorney Job Responsibilities - Manage... a diverse caseload of family law matters, including divorce, child custody, alimony, and related disputes. - Conduct thorough legal research using tools such as LexisNexis and Westlaw to support case strategies....

Posted On Oct 06, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
equity family finance Insurance Litigation NYSE Scams special projects trials Visa
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
equity family finance Insurance Litigation NYSE Scams special projects trials Visa

Title: Director & Senior Counsel, Complex Claims Job Responsibilities: - Manage a full case load of the most complex/high exposure claims within Casualty Claims with minimal oversight and direction - Analyze coverage, communicate coverage positions and manage related coverage litigation...

Posted On Oct 01, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies directors Energy family Financial Institutions FLSA Insurance Litigation private equity professional liability shareholders trials
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies directors Energy family Financial Institutions FLSA Insurance Litigation private equity professional liability shareholders trials

Senior Claims Specialist - Management Liability Job Responsibilities: - Serve as... Claims Specialist focused on Management Liability-Financial Institutions Claims within... the company's North America Claim team. - Manage a diverse range of liability claims, including Public Directors and Officers (D&O), Private D&O, Private...

Posted On Oct 01, 26
Full-time 3 views
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies Energy family fiduciary FLSA Insurance Litigation shareholders trials
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies Energy family fiduciary FLSA Insurance Litigation shareholders trials

Title: Claims Specialist, Employment Practices Liability & Ancillary Lines Job Responsibilities: - Serve as a Claims Specialist focused on Employment Practices Liability Claims within the North America Claim team. - Determine the appropriate valuation of complex claims, recommend settlement strategies, adhere to company...

Posted On Oct 01, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters

Title: Senior Claims Specialist Job Responsibilities: - Manage complex Employment Practices Liability Claims by investigating, analyzing, and evaluating coverage to determine appropriate valuation and settlement strategies, ensuring adherence to company policies. - Handle and develop knowledge in Fiduciary Claims. - Attend mediations and monitor...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
equity family finance Insurance Litigation NYSE Scams special projects trials Visa
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
equity family finance Insurance Litigation NYSE Scams special projects trials Visa

Title Director & Senior Counsel, Complex Claims Job Responsibilities - Manage a full case load of the most complex/high exposure claims within Casualty Claims with minimal oversight and direction. - Analyze coverage, communicate coverage positions, and manage related coverage litigation. - Proactively manage outside counsel...

Posted On Oct 06, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Workers\' Compensation Law - Employers
Job Tags:
bodily injury equity family Insurance NYSE Scams special projects Visa workers compensation
Practice Area:
Workers\' Compensation Law - Employers
Job Tags:
bodily injury equity family Insurance NYSE Scams special projects Visa workers compensation

Title: Claims Examiner II Job Responsibilities: - Responsible for resolving moderate complexity and exposure Workers Compensation claims in various jurisdictions. - Handle both litigated and non-litigated property damage claims with a value up to $250,000. - Manage non-litigated bodily injury claims with values up...

Posted On Oct 05, 26
Full-time Experience : 7-10 yrs required
Practice Area:
Insurance Coverage General Practice - Transactional & Litigation
Job Tags:
brokers commercial property construction equity Insurance Litigation shareholders
Practice Area:
Insurance Coverage General Practice - Transactional & Litigation
Job Tags:
brokers commercial property construction equity Insurance Litigation shareholders

Title: Senior Claim Director, Specialty Complex Claims Job Responsibilities: - Directly handle claims involving complex coverage issues as defined by the Head of North America Claims. This includes the investigation, analysis, and evaluation of coverage liability and damages, ensuring adherence to best...

Posted On Aug 18, 26
Full-time 2 views Experience : 15-20 yrs required
Practice Area:
Finance - Structured Finance Finance - Banking Finance - General
Job Tags:
agreements Capital Markets Insurance securitization
Practice Area:
Finance - Structured Finance Finance - Banking Finance - General
Job Tags:
agreements Capital Markets Insurance securitization

Title: Senior Counsel - Mortgage Servicing Transactions Job Responsibilities: The Senior Counsel - Transactions is responsible for supporting servicing transactions by providing expert legal guidance and managing complex documentation. Key responsibilities include: - Drafting, reviewing, and negotiating a variety of servicing-related agreements such...

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