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Posted On Sep 14, 26
Full-time 3 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

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...

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Posted On Sep 14, 26
Full-time 5 views Experience : 6-10 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

Title: . Private Bank - Investment Professional 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,...

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Posted On Sep 14, 26
Full-time 1 views Experience : 3-10 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

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...

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Posted On Sep 14, 26
Full-time 4 views
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

Title 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...

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Posted On Sep 22, 26
Full-time 3 views Experience : Min 20 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the firm’s founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation, corporate governance,...

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Posted On Sep 28, 26
Full-time Experience : Min 20 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation,...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
equity fiduciary finance Insurance Mutual Funds Software special projects wealth management
Job Tags:
equity fiduciary finance Insurance Mutual Funds Software special projects wealth management

Title: Client PM Portfolio Manager, Sr Job Responsibilities: The Client PM Portfolio Manager, Sr is responsible for managing investment activities for fee revenue-producing accounts, collaborating with other disciplines within Wealth Management to develop and retain high net worth client relationships. The role...

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Posted On Aug 05, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

Title: Private Client Advisor and Trust Officer Job Responsibilities: - Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric focus and...

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Posted On Jul 22, 26
Full-time 3 views
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title: General Counsel and Chief Compliance Officer Job Responsibilities: Legal Counsel & Enterprise Legal Function - Serve as the company's founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on matters of investment adviser law, securities regulation,...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Lead teams and manage client accounts, focusing on strategic planning and...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family H-1B Insurance Taxation
Job Tags:
Code of Conduct family H-1B Insurance Taxation

Title: Global Structuring Insurance / Financial Services - Manager Job Responsibilities: As a Manager within the Financial Services Global Structuring team at the company, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. Key...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate will be responsible for advising clients on local and international tax affairs to optimize business impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing...

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Posted On Jul 06, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements conflict resolution criminal FINRA indemnity Partnership Profit Sharing Registered Investment Advisor Securities
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements conflict resolution criminal FINRA indemnity Partnership Profit Sharing Registered Investment Advisor Securities

Title: Associate General Counsel III, Investment Advisory Attorney Job Responsibilities: - Provide legal, strategic, and tactical support to the company's investment advisory programs. - Interpret applicable federal laws and regulations that govern investment advisory programs and maintain and enhance the contractual agreements and...

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Posted On Jul 08, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
Investment Advisers Act of 1940 partnerships regulatory compliance
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
Investment Advisers Act of 1940 partnerships regulatory compliance

Title: Associate General Counsel II – Investment Advisory Job Responsibilities: - Serve as a strategic legal advisor on the design, development, implementation, and enhancement of investment advisory products and services. - Interpret and apply the requirements of Form ADV Parts I, II, and...

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Posted On Sep 17, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - General (consumer) Litigation - Commercial Litigation - Securities Litigation - Defense
Job Tags:
civil litigation Litigation second chair Securities
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - General (consumer) Litigation - Commercial Litigation - Securities Litigation - Defense
Job Tags:
civil litigation Litigation second chair Securities

Title: Attorney - Complex Litigation Lead Job Responsibilities: - Lead and manage complex litigation cases, ensuring effective representation and strategic decision-making throughout the litigation process. - Advise on strategic civil litigation matters across the company, providing insights and recommendations to business partners and...

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Posted On Jul 30, 26
Full-time 3 views Experience : 10-15 yrs required
Practice Area:
Finance - Banking Finance - Structured Finance Finance - General
Job Tags:
agreements AML Bank Secrecy Act banking Capital Markets derivatives equity Ethics family FCPA FINRA Foreign Exchange Insurance ISDA leasing OFAC pension purchase and sale agreements stage swaps
Practice Area:
Finance - Banking Finance - Structured Finance Finance - General
Job Tags:
agreements AML Bank Secrecy Act banking Capital Markets derivatives equity Ethics family FCPA FINRA Foreign Exchange Insurance ISDA leasing OFAC pension purchase and sale agreements stage swaps

Title: Associate General Counsel - Commodities Business Job Responsibilities: - Advise business units and support partners on commodity derivatives, swap dealer and banking regulations, and related risks... in a fast-paced environment. - Support non-derivative traded products, including physically-settled commodity spot...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
AML banking Commercial Lending developers ECOA FCRA finance Insurance Investment Banking lending marketing OFAC wealth management
Job Tags:
AML banking Commercial Lending developers ECOA FCRA finance Insurance Investment Banking lending marketing OFAC wealth management

Job Title: Commercial Banking Compliance Officer Job Responsibilities: The Commercial... Banking Compliance Officer operates under... for the Bank's commercial banking activities. This role is... responsible for supporting and enhancing the commercial compliance program through various functions such as risk assessments, monitoring and...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
banking family finance Insurance Partnership REITs Taxation
Job Tags:
banking family finance Insurance Partnership REITs Taxation

Title: Tax Manager/Director - Banking and Specialty Finance Job Responsibilities:... - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. -...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Tax - Federal Tax - General
Job Tags:
banking Capital Markets Code of Conduct family finance guardian H-1B regulatory compliance
Practice Area:
Tax - Federal Tax - General
Job Tags:
banking Capital Markets Code of Conduct family finance guardian H-1B regulatory compliance

Banking and Capital Markets Tax... their tax positions. Reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. Leading tax compliance efforts for banking and capital mar...

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