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United States
Posted On Sep 07, 26
Full-time 39 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep client discovery and u

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Posted On Aug 31, 26
Full-time 14 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Job Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. Key responsibilit

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Posted On Sep 07, 26
Full-time 12 views Experience : Min 3 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title . Private Bank - Private Banker - Associate Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset a

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Posted On Sep 07, 26
Full-time 5 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and through new client acquisition. - Advise clients on their overall balance sheet, includin

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Posted On Sep 08, 26
Full-time 7 views Experience : 10-15 yrs required
Job Tags:
Affirmative Action AML Broker Dealer due diligence equity Money Laundering Securities Act of 1933
Job Tags:
Affirmative Action AML Broker Dealer due diligence equity Money Laundering Securities Act of 1933

About the Role Company is seeking a Vice President to join its Regulatory and Compliance team. The candidate will collaborate with senior Compliance team members to ensure adherence to AML regulatory requirements in the United States and other regions where Company operates. Job Responsibilities - Review ad-hoc requests from Company stakeholders to ensure compliance with AML regulations. - Oversee third-party reliance testing and monitoring. - Review high-risk escalatio

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Posted On Jun 22, 26
Full-time 11 views Experience : Min 4 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Affirmative Action agreements equity financial products FINRA Securities Act of 1933 Securities Exchange Act of 1934
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Affirmative Action agreements equity financial products FINRA Securities Act of 1933 Securities Exchange Act of 1934

Job Title: Structured Investments and Annuities Coverage Attorney Job Responsibilities: - Negotiate complex agreements with counterparties, including structured investment and annuity product issuers, and financial institution users of the company's web-based structured investments and annuities platform. - Assess and mitigate legal, regulatory, and reputational risk concerning product offerings and financial technology services. - Collaborate closely and provide strateg

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Posted On Sep 07, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title: . Private Bank - Private Banker - Senior Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing client bases and new client acquisition. - Advise clients on their overall balance sheet, including as

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Posted On Jul 15, 26
Full-time 2 views Experience : 7-8 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - State & Local Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals brokers Case Law child derivatives Financial Institutions financial products Foreign Exchange Government hedge funds Insurance lending Litigation marketing NASDAQ Securities special projects Taxation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - State & Local Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals brokers Case Law child derivatives Financial Institutions financial products Foreign Exchange Government hedge funds Insurance lending Litigation marketing NASDAQ Securities special projects Taxation

Job Title: Tax Counsel Job Responsibilities: - Serve as the primary legal advocate for managing all aspects of . federal, state, and foreign tax controversies, audits, and disputes. - Lead and manage state and local tax audits across multiple jurisdictions, including correspondence, negotiations, and advocacy before state and local tax authorities. - Develop and execute audit defense strategies, including preparation of responses to information document requests (IDRs), n

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Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Tax-General Practice (Transaction) Tax - Federal Tax - International Corporate - General Tax - General
Job Tags:
asset management Insurance marketing special projects
Practice Area:
Corporate - Asset/Investment Management Tax-General Practice (Transaction) Tax - Federal Tax - International Corporate - General Tax - General
Job Tags:
asset management Insurance marketing special projects

Job Title: Attorney Job Responsibilities: - Structuring, drafting, and negotiating investment management agreements, side letters, and private fund offering documentation. - Advising on structuring various institutional products, including domestic and offshore funds and investment vehicles. - Advising business units regarding the marketing, product development, and distribution activities of institutional asset management and tax-aware products from a US tax perspective. -

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Posted On Jul 28, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation

Job Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a proactive community ambassador by enthusiastically representing TurboTax locally, serving as a fixture and public face of TurboTax in the community. - Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. - Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. - Prov

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Posted On Jul 28, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation
Job Tags:
Affirmative Action criminal equity estates fraud Government marketing Privacy Software Taxation

Job Title: Tax Associate - TurboTax Store Job Responsibilities: - Act as a proactive community ambassador, representing TurboTax locally as a fixture and public face of the company in the community. - Engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. - Lead local events with TurboTax support, participate in local marketing, and make taxes accessible and approachable. - Provide hands-on tax advice and complete prepar

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Posted On Jul 29, 26
Contract, Full-time Experience : Min 3 yrs required
Job Tags:
equity Government marketing Software Taxation
Job Tags:
equity Government marketing Software Taxation

Tax Associate - TurboTax Store The candidate play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. Serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of Turbo...

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Posted On Aug 09, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation
Job Tags:
artificial intelligence fiduciary Insurance licensing Securities
Practice Area:
Finance - Financial Services Regulation
Job Tags:
artificial intelligence fiduciary Insurance licensing Securities

Job Title Legal and Compliance Specialist Job Responsibilities - Conduct legal and compliance reviews of data providers and artificial intelligence tools. - Draft and maintain compliance policies and procedures related to data and AI usage. - Interface with data, research, and engineering teams to ensure seamless compliance operations. - Monitor regulatory developments and provide advice to relevant stakeholders within the company. - Support governance and control proc

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Litigation - White Collar Crime & Government Investigations - Defense Litigation - Securities Litigation - Defense
Job Tags:
agreements brokers Cybersecurity financial services regulatory fraud hedge funds Litigation Securities title
Practice Area:
Litigation - White Collar Crime & Government Investigations - Defense Litigation - Securities Litigation - Defense
Job Tags:
agreements brokers Cybersecurity financial services regulatory fraud hedge funds Litigation Securities title

Title: Litigation - Associate General Counsel Job Responsibilities: - Represent the company in arbitration and other adversarial proceedings, both directly and in collaboration with outside counsel. - Coordinate with outside counsel on court actions involving the company. - Represent company employees in third-party proceedings. - Advise company employees on pre-litigation matters. - Draft agreements, disclosures, account documentation, and website materials. - Investigate

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Posted On Aug 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Finance - General Finance - Banking Litigation - Commercial Litigation - Financial Services Litigation - Consumer Finance - Plaintiffs
Job Tags:
brokers child contracts equity hedge funds Insurance Litigation NASDAQ Software title
Practice Area:
Finance - General Finance - Banking Litigation - Commercial Litigation - Financial Services Litigation - Consumer Finance - Plaintiffs
Job Tags:
brokers child contracts equity hedge funds Insurance Litigation NASDAQ Software title

Title: Legal Operations Assistant Job Responsibilities: - Support in-house attorneys in managing various legal matters and projects. - Review, archive, and organize contracts, court orders, tax levies, and other records. - Allocate 25% of time to support the legal team managing negative equity accounts and collection litigation. - Support legal operations software and platforms, including maintaining a contracts database. - Become proficient with the company's case manageme

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Posted On Aug 19, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
banking estates finance wealth management
Job Tags:
banking estates finance wealth management

Job Title: . Private Bank MBA Summer Associate Job Responsibilities: - Collaborate with a team of advisors and specialists to attract new clients and service existing ones. - Deliver highly customized and comprehensive solutions to assist in the protection, management, and growth of client wealth. - Learn the fundamentals of wealth management by partnering with a successful Private Banking team, focusing on high net worth and ultra-high net worth client relationships. - W

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, investm

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Posted On Jul 26, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
doctors Energy estates inheritance Insurance personal injury Probate
Practice Area:
Trusts and Estates - General
Job Tags:
doctors Energy estates inheritance Insurance personal injury Probate

Job Title: Estates and Trust Paralegal/Case Analyst Job Responsibilities: - Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag developments that could affect payment. - Take initiative to solve problems with a collaborative approach, working with other stakeholders to resolve iss...

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Posted On Jul 26, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate

Job Title: Probate Paralegal Job Responsibilities: - Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag developments that could affect payment. - Take initiative to solve problems with a collaborative approach, working with other stakeholders to resolve issues that could delay or jeo...

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Posted On Aug 20, 26
Full-time 21 views Experience : Min 2 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
acquisitions equity Insurance Litigation trials
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
acquisitions equity Insurance Litigation trials

Job Title: Claims Attorney Job Responsibilities: - Oversee all aspects of the litigation process for claims to minimize company risk of loss. - Analyze coverage issues, conduct investigations, and evaluate to determine the validity of moderately complex claims; may work with outside counsel and effectuate the same. - Prepare and draft moderately complex legal correspondence to affected parties using mail, fax, or other electronic means. - Maintain claim files - both physical

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