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United States
Posted On Sep 02, 26
Full-time Experience : Min 7 yrs required
Job Tags:
asset management banking children Disability Benefits Energy Estate Planning estates fiduciary health benefits Insurance investment management lending marketing partnerships Privacy Probate Special Needs Trust trusts wealth management
Job Tags:
asset management banking children Disability Benefits Energy Estate Planning estates fiduciary health benefits Insurance investment management lending marketing partnerships Privacy Probate Special Needs Trust trusts wealth management

Job Title: Senior Lead Fiduciary Specialist - Estate Services Job... Oversee a team of fiduciary professionals responsible for the... of trust and other fiduciary accounts. - Administer a book... of fiduciary relationships, analyzing trust and... in accordance with sound fiduciary principles and applicable law. -......

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Posted On Aug 17, 26
Full-time 22 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: As a Tax Partner in the Family Office Enterprise, the primary responsibilities include: - Leading tax engagements and advising on tax matters for affluent families and their family offices. - Providing...

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Posted On Aug 17, 26
Full-time 24 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: The Tax Partner for the Global Family Office Enterprise is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across service lines to deliver innovative solutions...

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Posted On Aug 27, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer

Strategies Advisor Job Description: The role of a Wealth Strategies Advisor at Company is integral to supporting Merrill advisors in addressing clients' objectives related to planning, personal philanthropy, and wealth transfer/tax minimization. The position involves building relationships with advisors, centers of influence,...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

of complex high-net-worth individual, fiduciary, gift and estate and... other tax returns, ensuring accuracy and alignment with strategic planning. - Conduct advanced tax research and draft technical memoranda addressing complex issues. - Design and implement tax planning strategies that optimize wealth preservation,...

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Posted On Aug 27, 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 awareness and...

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Posted On Jul 20, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Litigation - Labor & Employment Employment Law - General
Job Tags:
acquisitions agreements child divestitures domestic partner due diligence Employment Law employment litigation ERISA fiduciary Government Harassment health benefits Immigration international business Litigation M&A Mediation mergers pension pleadings Privacy restructuring Severance Visa wage and hour
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Litigation - Labor & Employment Employment Law - General
Job Tags:
acquisitions agreements child divestitures domestic partner due diligence Employment Law employment litigation ERISA fiduciary Government Harassment health benefits Immigration international business Litigation M&A Mediation mergers pension pleadings Privacy restructuring Severance Visa wage and hour

Title: Senior Counsel, Employment & Litigation Job Responsibilities: The Senior Counsel, Employment & Litigation at the company is tasked with providing legal support to the Human Resources and business partners on employment law matters across North America and other global locations as...

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Posted On Jul 23, 26
Full-time Experience : 5-8 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
banking CCPA criminal equity ERISA ERISA compliance family fiduciary fiduciary duty fraud Genetics Identity Theft Insurance Qualified Retirement Plans stage startup
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
banking CCPA criminal equity ERISA ERISA compliance family fiduciary fiduciary duty fraud Genetics Identity Theft Insurance Qualified Retirement Plans stage startup

to ERISA, IRC, and fiduciary obligations related to operating... Provide legal guidance and support to teams working directly with plan sponsors and participants, ensuring compliance with ERISA, IRC, and fiduciary requirements. - Advise on complex... plan sponsor or participant questions and...

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Posted On Jul 23, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Data Privacy - Transactional Corporate - General
Job Tags:
agreements banking CCPA contracts criminal Data Protection equity ERISA family fiduciary fraud Genetics Identity Theft Insurance IP licensing marketing partnerships Privacy Securities stage startup
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Data Privacy - Transactional Corporate - General
Job Tags:
agreements banking CCPA contracts criminal Data Protection equity ERISA family fiduciary fraud Genetics Identity Theft Insurance IP licensing marketing partnerships Privacy Securities stage startup

Title: Senior Commercial Counsel Job Responsibilities: The Senior Commercial Counsel will oversee and enhance the commercial legal function at the company. Responsibilities include: - Leading commercial contracting from start to finish, including structuring, drafting, and negotiating various agreements such as customer contracts, partnerships,...

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Posted On Aug 25, 26
Full-time Experience : 12-15 yrs required
Job Tags:
acquisitions criminal divestitures EEOC emerging technologies equity fiduciary finance Financial Institutions Government Insurance investment management mergers Partnership partnerships Visa
Job Tags:
acquisitions criminal divestitures EEOC emerging technologies equity fiduciary finance Financial Institutions Government Insurance investment management mergers Partnership partnerships Visa

Title: Vice President, Global Benefits Job Responsibilities: The Vice President, Global Benefits is responsible for leading the strategy, governance, design, and delivery of benefits and wellbeing programs for a global workforce. Key responsibilities include: - Defining and executing a comprehensive...

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Posted On Aug 23, 26
Full-time 4 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 11, 26
Full-time 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 1 views 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: - Develop and recommend investment strategies tailored to clients' unique goals and objectives by understanding their situation and circumstances. - Manage all aspects of clients' investment portfolios, including asset allocation, portfolio construction, security/manager selection,...

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Posted On Sep 01, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA/Executive Compensation - Litigation - Defense ERISA - General
Job Tags:
acquisitions contracts divestitures due diligence employee benefits Employment Law employment litigation equity ERISA ERISA compliance family fiduciary finance Insurance Litigation marketing mergers
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA/Executive Compensation - Litigation - Defense ERISA - General
Job Tags:
acquisitions contracts divestitures due diligence employee benefits Employment Law employment litigation equity ERISA ERISA compliance family fiduciary finance Insurance Litigation marketing mergers

offer world-class health, welfare, and retirement programs. - Navigate the complexities of ERISA and the Internal Revenue Code, offering expert fiduciary counseling to plan committees... and ensuring programs meet high governance standards. - Advise and support clients in aspects of plan...

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Posted On Aug 24, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
domestic relations equity ERISA fiduciary HSR LLC mergers pension Retirement Planning
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
domestic relations equity ERISA fiduciary HSR LLC mergers pension Retirement Planning

Title: ERISA Attorney Job Responsibilities: - Plan Document Management: - Draft and review retirement plan documents, including 401(k), profit-sharing, ESOP, 403(b), and non-governmental 457(b) plans. - Prepare plan restatements, amendments, board resolutions, and adoption agreement updates. - Maintain and update summary plan...

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Posted On Aug 11, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
artificial intelligence board of directors Capital Markets company policies corporate governance Corporate Law directors Energy equity Equity Compensation fiduciary finance Hardware I-9 IPO NASDAQ SEC filings Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws social security Software stage Transportation Whistleblower
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
artificial intelligence board of directors Capital Markets company policies corporate governance Corporate Law directors Energy equity Equity Compensation fiduciary finance Hardware I-9 IPO NASDAQ SEC filings Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws social security Software stage Transportation Whistleblower

Title Senior Corporate & Securities Counsel Job Responsibilities - Serve as the primary in-house legal resource for securities law, capital markets, SEC reporting, and public-company governance matters. - Support potential financing, capital markets, and strategic transactions, coordinating with outside counsel, auditors,...

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