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United States
Posted On Sep 14, 26
Full-time Experience : 10-18 yrs required
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management

Title: Portfolio Manager III Job Responsibilities: This position involves working with complex, high-net-worth investors to develop customized investment strategies. The primary responsibilities include: - Evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management, including asset allocation, portfolio construction, security/manager selection,...

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Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

charitable, and retirement planning, as well as tax compliance. - Manage and oversee the engagement team, focusing on individual, fiduciary, gift, generation skipping, and... estate taxation. This involves planning and executing client tax engagements. - Collaborate with specialists regarding state and loc...

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Posted On Aug 04, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
artificial intelligence brokers crime depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
artificial intelligence brokers crime depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

including Private Company D&O, Employment Practices Liability, Fiduciary Liability, and Commercial Crime... claims. - Analyze, investigate, and resolve Management Liability claims of varying levels of severity with moderate supervision. - Prepare and present reports that accurately reflect loss development, potential/actual financial expos...

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Posted On Aug 04, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

D&O, Private Company D&O, Employment Practices Liability, and Fiduciary Liability claims. - Conduct thorough... investigations, analysis, evaluation, and disposition of claims and claim litigation with a focus on Public D&O claims. - Analyze, investigate, and resolve Management Liability claims of varying le...

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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 Aug 27, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Insurance - Regulatory & Compliance Insurance Coverage
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters
Practice Area:
Insurance - Regulatory & Compliance Insurance Coverage
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters

complex specialty insurance lines. - Draft, review, and negotiate policy forms and endorsements for management liability and specialty coverages, including Directors & Officers (D&O), Employment Practices Liability (EPL), Fiduciary, Crime, Cyber/Tech, Professional Liability,... Financial Institutions, Surety, Trade Credit/Credit & Political R...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

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