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United States
Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

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Posted On Sep 16, 26
Full-time 1 views Experience : 10-15 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
corporate governance Corporate Law directors fiduciary Investment Advisers Act of 1940 investment management special projects Visa
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
corporate governance Corporate Law directors fiduciary Investment Advisers Act of 1940 investment management special projects Visa

providing practical advice to trustees, directors, senior executives, and other stakeholders regarding applicable legal requirements, fiduciary obligations, governance practices, and... board processes. - Hire, evaluate, and supervise staff, providing guidance and training as necessary to develop team members. Set performance standard...

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Posted On Sep 17, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements contracts ERISA fiduciary Regulatory Law special projects Visa
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements contracts ERISA fiduciary Regulatory Law special projects Visa

Title Lawyer - Retirement and Financial Wellness Job Responsibilities - Hire, evaluate, and supervise team members, providing guidance and training to support their development. - Set performance standards, review performance, and make informed compensation decisions in accordance with Human Resources policies...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 12 yrs required
Practice Area:
Corporate - Contract Law
Job Tags:
agreements board of directors Commercial Contracts contracts corporate governance Employment Law family fiduciary health benefits Insurance IP Labor and Employment lending licensing agreements Litigation M&A private equity renewals
Practice Area:
Corporate - Contract Law
Job Tags:
agreements board of directors Commercial Contracts contracts corporate governance Employment Law family fiduciary health benefits Insurance IP Labor and Employment lending licensing agreements Litigation M&A private equity renewals

Title: Chief Legal Officer Job Responsibilities: - Contracts (New, Current & Customer Upgrades): - Own end-to-end contract lifecycle management for new customer agreements, renewals, and upgrade/expansion deals. - Negotiate and close commercial agreements including MSAs, SOWs, SaaS/licensing agreements, data processing agreements,...

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Posted On Oct 05, 26
Full-time Experience : 2-4 yrs required
Job Tags:
banking children Common Law Disability Benefits Estate Planning estate tax estates fiduciary health benefits Insurance investment management lending Personal Property Probate trusts wealth management
Job Tags:
banking children Common Law Disability Benefits Estate Planning estate tax estates fiduciary health benefits Insurance investment management lending Personal Property Probate trusts wealth management

Property Advisor - Senior Fiduciary Specialist Job Responsibilities: The role of... Investment Management involves a variety of responsibilities focused on managing fiduciary tasks related to tangible... personal property. Key duties include: - Collaborating with field investment managers and other Wealth Management Group professionals...

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Posted On Aug 11, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Corporate - General Corporate - Securities and Capital Markets
Job Tags:
board of directors broadband cable corporate governance directors employee benefits fiduciary finance Insurance Securities
Practice Area:
Corporate - General Corporate - Securities and Capital Markets
Job Tags:
board of directors broadband cable corporate governance directors employee benefits fiduciary finance Insurance Securities

Title: Senior Managing Counsel - Corporate Governance Job Responsibilities: The Senior Managing Counsel - Corporate Governance serves as a senior legal advisor and is primarily responsible for supporting the company’s Board of Directors and governance framework. This role encompasses a broad range...

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Posted On Sep 10, 26
Full-time Experience : Min 8 yrs required
Job Tags:
agreements banking Commercial Contracts Commercial Law company policies contracts corporate governance Corporate Law criminal Employment Law family fiduciary Government Insurance Regulatory Law
Job Tags:
agreements banking Commercial Contracts Commercial Law company policies contracts corporate governance Corporate Law criminal Employment Law family fiduciary Government Insurance Regulatory Law

Title: Director, Law Staffing Job Responsibilities: - Embrace a client-facing role, collaborating with both US and Global teams to drive opportunities, enhance efficiencies, and improve engagement delivery. - Develop and maintain relationships with external clients, vendors, tax and advisory professionals,...

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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...

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Posted On Sep 24, 26
Full-time 6 views Experience : 1-3 yrs required
Job Tags:
fiduciary finance investment management Privacy Securities special projects wealth management
Job Tags:
fiduciary finance investment management Privacy Securities special projects wealth management

Title: Management Associate Job Responsibilities: - Independently handle routine to moderately complex client inquiries as part of the relationship management team. - Respond to client requests, take necessary actions to resolve issues, and keep relevant parties informed. - Act as an initial point of...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

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Posted On Sep 17, 26
Full-time 4 views Experience : 7-10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
appeals COBRA Deferred Compensation electric power employee benefits Energy ERISA fiduciary HIPAA Insurance Litigation M&A pension Severance
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
appeals COBRA Deferred Compensation electric power employee benefits Energy ERISA fiduciary HIPAA Insurance Litigation M&A pension Severance

Title: Senior Lawyer - Employee Benefits and Executive Compensation Job Responsibilities: - Serve as a specialist in employee benefits and executive compensation law, providing technical and expert legal services to company business units. - Plan, conduct, and supervise large and highly complex legal...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Energy fiduciary Partnership private client Taxation
Job Tags:
Energy fiduciary Partnership private client Taxation

Title: Not For Profit Tax Supervisor Job Responsibilities: The Not For Profit Tax Supervisor at the company is responsible for leading all aspects of audit engagements from planning to completion. This includes supervising and mentoring staff, building and maintaining client relationships, and...

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Posted On Sep 14, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
fiduciary investment management Partnership shareholders trusts
Job Tags:
fiduciary investment management Partnership shareholders trusts

accounts, ensuring compliance with fiduciary duties, laws, regulations, policies,... and procedures. - Maintain a trust book of fiduciary and investment management accounts,... collaborating with national Private Bank and financial advisor teams to achieve strategic objectives. - Facilitate the growth of the Delaware...

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