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United States
Posted On Aug 26, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations, gather necessary information, and help clients take action. - Design and review personalized estate plans to...

Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Title: Director - Trust & Estate Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors. - Provide advanced estate, gift, trust, and wealth transfer planning, including strategies such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. -...

Posted On Aug 20, 26
Full-time Experience : 5-7 yrs required
Job Tags:
Capital Markets Computer Science executor family finance pension Software spectrum
Job Tags:
Capital Markets Computer Science executor family finance pension Software spectrum

Services Organization- Tax - Engineering Manager - Hands-On-Agentic SDLC - EDGE The candidate will lead 1-3 teams of 3-6 full-stack engineers, serving as both their senior technical authority and people leader. Contribute code, define technical strategy, and recruit, develop, and...

Posted On Aug 20, 26
Full-time 1 views Experience : 5-7 yrs required
Job Tags:
Capital Markets Computer Science executor family finance pension Software spectrum
Job Tags:
Capital Markets Computer Science executor family finance pension Software spectrum

Services Organization- Tax - Engineering Manager - Hands-On-Agentic SDLC - EDGE The candidate will lead 1-3 teams of 3-6 full-stack engineers, serving as both their senior technical authority and people leader. Contribute code, define technical strategy, and recruit, develop, and...

Posted On Sep 07, 26
Full-time 3 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills

Title: Estate Administrator - Associate Job Responsibilities: - Work with the Account Opening Group to open estate or trust accounts. - Interpret the governing instrument and applicable law to ensure proper setup of account records, payments, fee schedules, and tax records. - Communicate with...

Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all...

Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

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

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...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Partner with internal groups such as the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight...

Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Title: Director - Trust & Estate Job Responsibilities: Client Advisory & Technical Leadership: - Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors. - Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession...

Posted On Aug 20, 26
Full-time Experience : 5-7 yrs required
Job Tags:
Capital Markets Computer Science executor family finance pension Software spectrum
Job Tags:
Capital Markets Computer Science executor family finance pension Software spectrum

Services Organization- Tax - Engineering Manager - Hands-On-Agentic SDLC - EDGE The candidate will lead 1-3 teams of 3-6 full-stack engineers, serving as both their senior technical authority and people leader. Contribute code, define technical strategy, and recruit, develop, and...

Posted On Sep 07, 26
Full-time 1 views
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills

Title: Estate Administrator - Associate Job Responsibilities: - Collaborate with the Account Opening Group to establish estate or trust accounts. - Interpret governing instruments and applicable laws to ensure accurate setup of account records, payments, fee schedules, and tax records. - Communicate administrative procedures...

Posted On Sep 07, 26
Full-time 1 views
Job Tags:
asset management banking Capital Markets equity estate tax estates executor family fiduciary Financial Institutions Government Investment Banking investment management spectrum Taxation trusts wealth management Wills
Job Tags:
asset management banking Capital Markets equity estate tax estates executor family fiduciary Financial Institutions Government Investment Banking investment management spectrum Taxation trusts wealth management Wills

Title: Estate Administrator Job Responsibilities: - Collaborate with the Account Opening Group to establish estate or trust accounts. - Interpret governing instruments and applicable laws to ensure accurate setup of account records, including payments, fee schedules, and tax records. - Communicate administrative procedures to...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters by partnering with internal groups including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax...

Posted On Sep 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

Posted On Aug 20, 26
Part-time 1 views
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family

Title Staff Attorney Job Responsibilities - Develop legal strategies in collaboration with social workers and other professionals. - Coordinate and deliver trainings and outreach to professional audiences. - Assist with grant writing and reporting. - Engage in policy and legislative...

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