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United States
Posted On Sep 01, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Title: Senior Estate and Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning analyses for the highest-net-worth clients (generally $25M+ in assets). Provide consultation on complex planning scenarios, leveraging expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection,...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts

in trusts, estates, agency accounts, and investment management relationships. - Ensure compliance with fiduciary obligations, governing documents, policies,... and regulatory requirements. - Administer oil and gas leases, division orders, leases, and other asset development opportunities. - Conduct title review and search, ownership verificat...

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Posted On Sep 09, 26
Full-time 1 views
Practice Area:
Insurance Defense - General Trusts and Estates - General
Job Tags:
contracts equity estates Government health benefits health insurance HIPAA marketing Medicaid Privacy subrogation
Practice Area:
Insurance Defense - General Trusts and Estates - General
Job Tags:
contracts equity estates Government health benefits health insurance HIPAA marketing Medicaid Privacy subrogation

Title: Subrogation Attorney Job Responsibilities: - Communicates company legal position to clients and attorneys related to casualty cases. - Analyzes and stays current on health care subrogation laws, regulations, and policies. - Serves as primary liaison with subrogation clients. - Works with company-wide resources to...

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Posted On Sep 22, 26
Full-time
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Lead Testing Analyst - Fiduciary Oversight and Testing Job Responsibilities: The... Compliance Quality Assurance (CQA) Lead Analyst is tasked with administering and executing testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The key responsibilities of this role...

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Posted On Jul 15, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including reviewing documents, preparing firm-specific summaries, and presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession...

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Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Corporate - Compliance Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media
Practice Area:
Corporate - Compliance Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

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Posted On Aug 24, 26
Full-time 4 views
Practice Area:
Corporate - Contract Law Land Use & Zoning Litigation - Real Estate - Defense Estate & Tax Planning
Job Tags:
acquisitions agreements commercial litigation contracts depositions Employment Law Environmental Law Estate Planning Government health insurance Insurance Joint Ventures Land Use leasing Litigation personal injury Real Estate Law regulatory compliance spectrum tenants
Practice Area:
Corporate - Contract Law Land Use & Zoning Litigation - Real Estate - Defense Estate & Tax Planning
Job Tags:
acquisitions agreements commercial litigation contracts depositions Employment Law Environmental Law Estate Planning Government health insurance Insurance Joint Ventures Land Use leasing Litigation personal injury Real Estate Law regulatory compliance spectrum tenants

Title: Associate General Counsel - Real Estate Job Responsibilities: - Lead and manage all legal aspects of real estate transactions, including acquisitions, dispositions, leasing, and development projects. - Draft, review, and negotiate complex contracts related to property agreements, joint ventures, and land use...

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Posted On Sep 08, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning Guardianship Probate Software
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning Guardianship Probate Software

Title: Probate, Guardianship, Conservatorship, and Estate Administration Paralegal Job Responsibilities: The role involves working on probate, guardianship, conservatorship, and estate administration matters from start to finish. The candidate will manage estate planning, estate administration, and/or probate cases primarily in the states of...

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Posted On Sep 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection...

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Posted On Sep 14, 26
Full-time 4 views 1 applications
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Title Attorney - Estate Planning Job Responsibilities - Assist tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients, providing estate planning services. - Collaborate with internal Legal Directors and other professionals. - Receive...

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Posted On Sep 18, 26
Full-time 12 views Experience : 2-2 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
banking document review Energy estates family finance Insurance power of attorney trusts
Practice Area:
Trusts and Estates - General
Job Tags:
banking document review Energy estates family finance Insurance power of attorney trusts

Title: Durable Power of Attorney (DPOA) Specialist Job Responsibilities: - Create an outstanding experience for clients to build and maintain client loyalty. - Focus primarily on legal document review and establishing client roles on existing and new accounts. - Assist in overseeing the review...

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Posted On Sep 22, 26
Full-time 5 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: - Serve as the primary point of contact for estate planning clients. - Assist clients in completing accurate estate plans that fulfill their wishes efficiently. - Be available for a 'start' meeting within 5 business days and set...

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Posted On Jul 15, 26
Full-time 1 views
Job Tags:
banking children Disability Benefits estates family fiduciary health benefits Insurance investment management lending marketing Privacy trusts wealth management
Job Tags:
banking children Disability Benefits estates family fiduciary health benefits Insurance investment management lending marketing Privacy trusts wealth management

Job Title: Fiduciary Advisory Director Job Responsibilities:... develop a team of Fiduciary Strategists responsible for business... development and the onboarding of new and expanded client relationships for the company's Trust platform in the Midwest and Texas regions. - Drive awareness...

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Posted On Sep 07, 26
Full-time 9 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: The Director, Wealth Strategist plays a pivotal role within the company's Wealth Strategy platform, focusing on advanced estate and family enterprise planning. This position involves advising on complex Private Client engagements and collaborating with various service...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts

of oil, gas, mineral, and other specialty assets held in trusts, estates, agency accounts, and investment management relationships. You will: - Manage a portfolio of complex energy and mineral assets, ensuring compliance with fiduciary obligations, governing documents, policies,... and regulatory requi...

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Posted On Sep 18, 26
Full-time 21 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice at the company is responsible for leading and growing tax engagements. This includes advising on tax matters and collaborating across service lines and lines...

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Posted On Sep 18, 26
Full-time 20 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: - Lead and grow tax engagements, providing strategic guidance on tax matters to affluent families and their family offices. - Collaborate across service lines and lines of business to deliver innovative solutions that...

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Posted On Sep 23, 26
Full-time 7 views Experience : 3-5 yrs required
Job Tags:
due diligence ERISA family fiduciary Fringe Benefits M&A Qualified Retirement Plans
Job Tags:
due diligence ERISA family fiduciary Fringe Benefits M&A Qualified Retirement Plans

merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans. - Assist in identifying compliance issues in qualified retirement plans, calculate corrections, and...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Title: Associate - Asset & Wealth Management, Private Wealth Management, Family Office, Digital Estate Planning Job Responsibilities: - Serve as the primary contact for publishing and scaling the Digital Estate Planning solution, working at the intersection of Wealth Strategy, Artificial Intelligence,...

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Posted On Sep 14, 26
Full-time 2 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Manage a book of fiduciary and investment management accounts... for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work with team members to ensure trust product...

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