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Posted On Sep 21, 26
Full-time 1 views Experience : 7-7 yrs required

high-net-worth clients, typically with $5 million or more in assets under management. The primary duties include: -... Conducting detailed analyses of financial, estate, and wealth transfer planning documents to identify opportunities and develop customized strategies aligned with clients' unique objectives. - Pa...

Posted On Sep 10, 26
Full-time 6 views Experience : Min 5 yrs required

and Local Tax - Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies...

Posted On Sep 10, 26
Full-time 6 views Experience : 5-5 yrs required

Job Title: Tax Manager, Asset Management Job Responsibilities: -... and partnerships for various Asset Management clients. - Work... as part of a multi-disciplinary team to provide industry knowledge and experience. - Manage teams of tax professionals and assistants working on...

Full-time 1 views Experience : 6-12 yrs required

- Legal Department, Institutional Asset Management Job Responsibilities: - Provide legal... support across the institutional asset management platform, working closely... with investment portfolio managers, product teams, client onboarding teams, and business leaders. - Support investment advisory activities for various platforms including insurance company...

Posted On Sep 10, 26
Full-time 2 views Experience : 5-8 yrs required

Title: Tax Senior Manager, Asset Management Job Responsibilities: - Provide... for a variety of Asset Management clients. - Work... as part of a multi-disciplinary team helping to provide industry knowledge and experiences. - Oversee a portfolio of clients of varying size...

Full-time 1 views Experience : 6-10 yrs required

Title Attorney - Institutional Asset Management Job Responsibilities - Support... investment advisory activities across various platforms, including insurance company general accounts, private funds, collective investment trusts (CITs), separately managed accounts, commingled funds, and pension and retirement-related investment products. - Support strategic investment...

Posted On Sep 20, 26
Full-time 1 views Experience : Min 5 yrs required

Senior Manager, SALT Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies with...

Full-time Experience : 6-12 yrs required

- Counsel — Institutional Asset Management Job Responsibilities: - Support investment... advisory activities across various platforms, including insurance company general accounts, private funds, collective investment trusts (CITs), separately managed accounts, commingled funds, and pension and retirement-related investment products. - Facilitate strategic investment transactions,...

Full-time 2 views Experience : 6-8 yrs required

Title: Attorney Specializing in Asset Management Job Responsibilities: - Serve as... the provision of investment management services. - Advise business partners... legal issues across multiple asset classes, investment strategies, and... types. - Negotiate agreements governing the company's asset management services for institutional... clients. -... Pr...

Posted On Sep 10, 26
Full-time 4 views Experience : 5-8 yrs required

Manager, Tax - SALT Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team helping to provide...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required

Manager, Salt Asset Management The candidate will... participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required

Senior Associate, SALT Asset Management The candidate will... participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Participate in multi-state companies with...

Posted On Sep 17, 26
Full-time Experience : 5-8 yrs required

or Senior Manager, SALT Asset Management (remote option) Job Responsibilities:... - Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team providing...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 5 yrs required

Manager, SALT Asset Management Duties: The candidate... will participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative...

Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required

Title: Senior Associate, SALT Asset Management (remote option) Job Responsibilities: -... Participate in multi-state alternative investment firms (such as hedge funds, fund to funds, private equity, real estate) addressing state and local tax issues including compliance, advising, planning, and controversies. - Engage with...

Posted On Sep 07, 26
Full-time 27 views

Wealth Management Summer Analyst - Atlanta,... Georgia, United States - 9 to 10 week internship About the Program - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immerse yourself in day-to-day...

Posted On Sep 07, 26
Full-time 32 views

Conduct market research and analysis to assist with investment decisions Participate in team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job Title: Summer Analyst - Wealth Management Exper...

Full-time 4 views Experience : 3-6 yrs required

Title: Associate, Client Contracting Job Responsibilities: - Oversee the contracting process from the initial drafting stage through negotiation and execution for a specific portfolio of business, ensuring client expectations are met. - Manage a client channel, supervise the book of work for that...

Posted On Sep 21, 26
Full-time Experience : 10-10 yrs required

Responsible for the overall management of the Privately Held... to encourage new business while ensuring adherence to the policies, procedures, and risk management protocols. - Maintain strict control... of liability to the account and to the bank that may result from...

Full-time 5196 views Experience : Min 10 yrs required 9 applications

planning, investments, insurance, tax management, executive compensation, retirement analysis,... estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and...

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