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United States
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

Title: Senior Tangible Personal Property Advisor - Senior Fiduciary Specialist Job Responsibilities: The role of a Senior Tangible Personal Property Specialist at the company within the Trust Services segment of Wealth and Investment Management involves a variety of responsibilities focused on managing...

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

Fiduciary Specialist Job Responsibilities: In this role, the Senior... and Investment Management with Banking, Lending, and Trust. The... key responsibilities include: - Partnering with field investment managers and other Wealth Management Group professionals to develop and expand business. - Communi...

Posted On Sep 28, 26
Full-time 5 views Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

Job Title: Senior Counsel--Investment Advisor Job Responsibilities: - Serve as... a legal advisor to one or more registered investment advisers that manage private credit funds and other investment vehicles, including funds registered under the Investment Company Act of 1940. - Provide legal support...

Posted On Sep 28, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

Job Title: Senior Counsel--Investment Advisor Job Responsibilities: - Serve as... a legal advisor to one or more registered investment advisers that advise private credit funds and other investment vehicles, including certain funds registered under the Investment Company Act of 1940. - Provide legal...

Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of new... clients. - Retains, expands, and deepens existing relationships. - Conducts and reviews research, as appropriate, and develops tax, estate, and financial analyses an...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

plans for clients. The role involves collaboration with more senior planning resources on complex matters and specific subject matters. The Wealth Strategist II is also responsible for partnering in the acquisition of new... clients while retaining, expanding, and deepening exi...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

the greatest complexity. - Collaborate with other planning resources on specific subject matters of greatest complexity and partner in the acquisition of new... clients. - Retain, expand, and deepen existing relationships. - Conduct and review research, as appropriate, and develop tax, estate, a...

Posted On Sep 22, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
AML company policies crime criminal digital banking family finance fraud H-1B Insurance Money Laundering Visa
Job Tags:
AML company policies crime criminal digital banking family finance fraud H-1B Insurance Money Laundering Visa

Financial Crimes Job Responsibilities: - Assist in leading teams on complex... financial crimes advisory engagements, including Anti-Money Laundering (AML), sanctions, and fraud-related assessments, gap analyses, and remediation efforts. - Contribute impactfully to the execution of client solutions that address regulatory requirements, enhance operational...

Posted On Sep 17, 26
Full-time 4 views Experience : Min 6 yrs required
Practice Area:
Bankruptcy-Creditors Rights Insurance - Regulatory & Compliance Insurance Defense - General Bankruptcy-General Personal Injury Defense
Job Tags:
Bankruptcy children Contract Law higher education Insurance pension Privacy Restitution
Practice Area:
Bankruptcy-Creditors Rights Insurance - Regulatory & Compliance Insurance Defense - General Bankruptcy-General Personal Injury Defense
Job Tags:
Bankruptcy children Contract Law higher education Insurance pension Privacy Restitution

and outside counsel. - Assists in the preparation of legal... of attorneys. - Supports attorneys in routine legal matters and... as needed. - Aids attorneys in responding to subpoenas served... the company. - Assists attorneys in addressing discovery requests in... lawsuits filed against the......

Posted On Sep 15, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
banking family finance FINRA Insurance insurance coverage Litigation LLC Partnership pleadings Securities wealth management
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
banking family finance FINRA Insurance insurance coverage Litigation LLC Partnership pleadings Securities wealth management

Job Title Assistant General Counsel Job Responsibilities Litigation, Arbitration &... case strategy, budgeting, and coordination with outside counsel, insurance brokers, and carriers.... - Handle pre-litigation disputes, assessing exposure early and driving matters toward efficient resolution. - Review pleadings, statements of claim/answ...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Corporate - Compliance Corporate - Securities and Capital Markets Corporate - General
Job Tags:
banking blockchain criminal data privacy Employee Rights equity finance Privacy regulatory compliance Section 5 Securities UDAAP
Practice Area:
Corporate - Compliance Corporate - Securities and Capital Markets Corporate - General
Job Tags:
banking blockchain criminal data privacy Employee Rights equity finance Privacy regulatory compliance Section 5 Securities UDAAP

Job Title: Senior In-House Counsel Job Responsibilities: As a... Senior Counsel on the Product Legal... team, you will be the primary legal partner to product, engineering, and design teams working on stablecoins, payments, and crypto infrastructure. Your responsibilities will include: - Providing...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Code of Conduct family finance H-1B
Job Tags:
Code of Conduct family finance H-1B

streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with... clients at a senior level to drive project success. - Build trust with multi-level teams and stakeholders through open communication. - Motivate and coach...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Code of Conduct family finance H-1B
Job Tags:
Code of Conduct family finance H-1B

processes to enhance efficiency and effectiveness. - Maintain exceptional operational excellence in every activity. - Interact with... clients at a senior level to drive project success. - Build trust with multi-level teams and stakeholders through open communication. - Motivate and coach teams to sol...

Posted On Sep 07, 26
Full-time 1 views Experience : 1-2 yrs required
Job Tags:
ADA Americans with Disabilities Act banking crime criminal entertainment family finance fraud Insurance lending Money Laundering NYSE terrorist financing Visa
Job Tags:
ADA Americans with Disabilities Act banking crime criminal entertainment family finance fraud Insurance lending Money Laundering NYSE terrorist financing Visa

Title: Associate EFCC Investigations Analyst Job Responsibilities: The primary responsibility of the Associate EFCC Investigations Analyst is to serve as an investigator who evaluates and analyzes sensitive information concerning account and customer activity that may be linked to financial crimes. Key duties...

Posted On Sep 21, 26
Full-time 13 views Experience : 3-7 yrs required
Practice Area:
Finance - General Finance - Project Finance Finance - Banking Finance - Public Finance Finance - Structured Finance
Job Tags:
Affirmative Action agreements banking Commercial Lending contracts corporate trust escrow family finance Financial Institutions Government Insurance Letters of Credit structured finance
Practice Area:
Finance - General Finance - Project Finance Finance - Banking Finance - Public Finance Finance - Structured Finance
Job Tags:
Affirmative Action agreements banking Commercial Lending contracts corporate trust escrow family finance Financial Institutions Government Insurance Letters of Credit structured finance

Job Title: Director, Managing Counsel - Issuer Services (Corporate... Trust, Credit Services and Global Payments and Trade) Job Responsibilities: - Advise on all aspects of corporate trust, commercial lending, and global payments and trade transactions, including products, programs, platforms, processes, and related...

Posted On Sep 21, 26
Full-time 17 views
Practice Area:
Fintech & Blockchain Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs
Practice Area:
Fintech & Blockchain Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs

Title: Senior Vice President, Counsel? (Asset Servicing) Job Responsibilities: - Serve... as a trusted internal resource and key legal advisor on significant business transactions, regulatory matters, and strategic initiatives. - Liaise with a variety of key stakeholders, including lines of business, business partners,...

Posted On Sep 21, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Finance - Structured Finance Finance - Banking Finance - Financial Services Regulation Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities
Practice Area:
Finance - Structured Finance Finance - Banking Finance - Financial Services Regulation Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities

role of Senior Vice-President/Counsel in the Global Markets and... Treasury Services Team involves a variety of responsibilities aimed at supporting business colleagues and contributing to the legal functions of the company. Key responsibilities include: - Drafting, reviewing, and negotiating legal documents...

Posted On Sep 08, 26
Full-time 12 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Finance - Banking Finance - Public Finance
Job Tags:
agreements banking Commercial Law contracts Corporation due diligence escrow Harassment lending licensing agreements Litigation pleadings Public Finance Securities Software title UCC
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Finance - Banking Finance - Public Finance
Job Tags:
agreements banking Commercial Law contracts Corporation due diligence escrow Harassment lending licensing agreements Litigation pleadings Public Finance Securities Software title UCC

Position Title: Corporate Counsel Job Responsibilities: The primary responsibilities for... the Corporate Counsel position involve providing legal... counsel and guidance on complex... to a public company in the financial services industry.... The incumbent will: - Review, draft, and advise on complex commercial transaction...

Posted On Sep 14, 26
Full-time 26 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision-making. - Present information in an easily digest...

Posted On Sep 14, 26
Full-time 5 views
Job Tags:
banking Insurance investment management wealth management
Job Tags:
banking Insurance investment management wealth management

Title: . Private Bank – Private Banker – Associate Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

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