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United States
Posted On Aug 19, 26
Full-time 5195 views Experience : Min 10 yrs required 9 applications
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning Insurance
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning Insurance

Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial 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...

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Posted On Aug 19, 26
Full-time Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women

Title: Estate Planning Professional Job Responsibilities: - Independently meet with wealth advisors, financial planners, and other wealth management team members to review, fund, and maintain estate plans. - Review and summarize existing estate planning documents, making appropriate recommendations for changes and additions based...

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Posted On Aug 18, 26
Full-time 5 views Experience : 10-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

Responsibilities: - Administer and provide fiduciary advice and oversight for... accounts. - Manage a portfolio of accounts with varying complexity and asset size. - Understand and interpret legal and fiduciary documents to deliver fiduciary... advice directly to clients... or client teams. - Partner wi...

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Posted On Sep 07, 26
Full-time 10 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

Title: Director, Wealth Strategist Job Responsibilities: - Collaborate with existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients,...

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Posted On Jul 22, 26
Full-time 3 views Experience : Min 9 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions agreements antitrust asset purchase agreements Collective Bargaining confidentiality agreements corporate governance corporate transactions Disability Benefits divestitures due diligence equity fiduciary finance information technology Insurance Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Partnership private equity regulatory compliance
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - Securities and Capital Markets Corporate - General
Job Tags:
acquisitions agreements antitrust asset purchase agreements Collective Bargaining confidentiality agreements corporate governance corporate transactions Disability Benefits divestitures due diligence equity fiduciary finance information technology Insurance Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Partnership private equity regulatory compliance

Title: Associate General Counsel - Mergers & Acquisitions Job Responsibilities: The Associate General Counsel - Mergers & Acquisitions at the company is tasked with overseeing the legal dimensions of the entire transaction lifecycle. This includes activities from the initial structuring and term...

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Posted On Aug 19, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Employment Law - Litigation Employer Defense Employment Law - General Personal Injury Defense
Job Tags:
directors Disability Benefits family fiduciary Insurance underwriters
Practice Area:
Insurance Coverage Insurance Defense - General Employment Law - Litigation Employer Defense Employment Law - General Personal Injury Defense
Job Tags:
directors Disability Benefits family fiduciary Insurance underwriters

Title Sr. Technical Claim Manager/Attorney-D&O/EPL (hybrid) Job Responsibilities - Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously, and economically. - Assess coverage issues on claims and issue appropriate coverage letters/documentation in the required timeframe. -...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership RICO Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership RICO 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 08, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
ADA bodily injury civil litigation fiduciary general liability Harassment Insurance insurance defense Litigation partnerships pension Practice of Law Software subrogation
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
ADA bodily injury civil litigation fiduciary general liability Harassment Insurance insurance defense Litigation partnerships pension Practice of Law Software subrogation

Title: Senior Trial Attorney Job Responsibilities: - Independently demonstrate trial advocacy skills as lead counsel or part of a team, ensuring efficiency, proactive case management, work ethic, and quality work product in accordance with Nationwide Trial Division (NTD) guidelines, as well as...

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Posted On Jul 28, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters

settlement strategies, and ensure adherence to company policies. - Investigate, analyze, and evaluate coverage for Employment Practices and Third Party Liability claims. - Develop knowledge and expertise in Fiduciary Claims. - Attend mediations and... monitor trials as necessary. - Draft coverage correspondence on p...

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Posted On Aug 21, 26
Full-time 10 views Experience : 6-10 yrs required
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
brokers crime fiduciary Financial Institutions Insurance Litigation Software
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
brokers crime fiduciary Financial Institutions Insurance Litigation Software

Financial Institutions E&O, EPL, Fiduciary, and Crime/Fidelity claims. - Handle... claims in accordance with Claim Handling Best Practices in all phases, including initial contact, investigation, evaluation for coverage and reserving for exposure, and resolution and documentation. - Provide excellent customer service in...

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Posted On Jul 02, 26
Full-time 8 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

including Employment Practices Liability, Directors and Officers Liability, Fiduciary Liability, and Crime claims.... - Analyze, investigate, negotiate, and resolve claims within authority limits, covering all levels of severity. - Select, direct, and manage defense counsel and approve budgets. - Develop...

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Posted On Jul 15, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters

and adherence to company policies. Experience with Fiduciary claims is a plus. -... Attend mediations and monitor trials as necessary to ensure successful outcomes. - Draft coverage correspondence on primary claims, negotiate complex coverage issues, and recommend outside coverage counsel when warranted. -...

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Posted On Aug 20, 26
Full-time 3 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

Directors and Officers Liability, Fiduciary Liability, and Crime claims... for private and non-profit businesses based on Claim Guidelines. - Thoroughly analyze, investigate, negotiate, and resolve claims within the authority limit, covering all levels of severity. - Select, direct, and manage defense counsel,...

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Posted On Aug 21, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

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Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

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Posted On Sep 08, 26
Full-time 1 views
Job Tags:
directors ERISA fiduciary Financial Institutions indemnity Insurance insurance coverage Litigation marketing trials underwriters
Job Tags:
directors ERISA fiduciary Financial Institutions indemnity Insurance insurance coverage Litigation marketing trials underwriters

Title: Private D&O Claim Consultant Job Responsibilities: As a Private D&O Claim Consultant, you will be responsible for managing a caseload of claims-made, Private and Non-Profit Directors and Officers (D&O) Claims from inception to final disposition. These claims often involve litigation,...

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