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United States
Posted On Sep 08, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Bank Secrecy Act Estate Planning family finance Financial Institutions FINRA Insurance investment management Partnership Securities stage wealth management
Job Tags:
Bank Secrecy Act Estate Planning family finance Financial Institutions FINRA Insurance investment management Partnership Securities stage wealth management

Title: Wealth Advisor Job Responsibilities: - Build a strong client base utilizing the credit union’s exceptional referral system. - Support financial goals of current members across several branch territories with a significant deposit base. - Identify and acquire new clients through the credit union’s...

Posted On Jul 29, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General Corporate - M&A Corporate - Private Equity Corporate - Compliance
Job Tags:
Bank Secrecy Act banking banking laws corporate governance corporate regulatory emerging technologies equity Ethics family FCPA FINRA government relations Insurance Investment Advisers Act of 1940 investment management Mergers and Acquisitions OFAC pension Securities Securities Act of 1933 Securities Exchange Act of 1934 stage
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General Corporate - M&A Corporate - Private Equity Corporate - Compliance
Job Tags:
Bank Secrecy Act banking banking laws corporate governance corporate regulatory emerging technologies equity Ethics family FCPA FINRA government relations Insurance Investment Advisers Act of 1940 investment management Mergers and Acquisitions OFAC pension Securities Securities Act of 1933 Securities Exchange Act of 1934 stage

regulation, corporate activities, investments, affiliate transactions, and new products and services, including innovative products such as stablecoins and digital assets. - Collaborate with business leaders, risk management, compliance, government relations, and... law division subject matter experts to navigate the evolving...

Posted On Sep 11, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - Compliance Corporate - M&A Corporate - Securities and Capital Markets Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - General
Job Tags:
Bank Secrecy Act banking banking laws corporate governance corporate regulatory emerging technologies equity Ethics family FCPA FINRA government relations Insurance Investment Advisers Act of 1940 investment management Mergers and Acquisitions OFAC pension Securities Securities Act of 1933 Securities Exchange Act of 1934 stage
Practice Area:
Corporate - Compliance Corporate - M&A Corporate - Securities and Capital Markets Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - General
Job Tags:
Bank Secrecy Act banking banking laws corporate governance corporate regulatory emerging technologies equity Ethics family FCPA FINRA government relations Insurance Investment Advisers Act of 1940 investment management Mergers and Acquisitions OFAC pension Securities Securities Act of 1933 Securities Exchange Act of 1934 stage

Title: Senior Associate General Counsel - Strategic Initiatives Regulatory Counsel Job Responsibilities: The Senior Associate General Counsel - Strategic Initiatives Regulatory Counsel will be responsible for providing legal advice and strategic counsel on a wide range of matters involving prudential banking...

Posted On Sep 18, 26
Full-time 1 views Experience : 6-10 yrs required
Practice Area:
Corporate - Asset/Investment Management ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
asset management confidentiality agreements due diligence ERISA family FINRA fraud fund formation Insurance investment management pension special projects trusts
Practice Area:
Corporate - Asset/Investment Management ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
asset management confidentiality agreements due diligence ERISA family FINRA fraud fund formation Insurance investment management pension special projects trusts

Management Job Responsibilities - Support investment advisory activities across various... accounts, private funds, collective investment trusts (CITs), separately managed... commingled funds, and pension and retirement-related investment products. - Support strategic investment... transactions, including structured investments,... direct investments, and co-investments, from due diligenc...

Posted On Sep 21, 26
Full-time Experience : 6-12 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
asset management confidentiality agreements due diligence ERISA family FINRA fund formation Insurance investment management pension special projects trusts
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
asset management confidentiality agreements due diligence ERISA family FINRA fund formation Insurance investment management pension special projects trusts

Asset Management Job Responsibilities: - Support investment advisory activities across various... company general accounts, private funds, collective investment trusts (CITs), separately managed... accounts, commingled funds, and pension and retirement-related investment products. - Facilitate strategic investment... transactions, including structured investments,... direct investments, and co-investme...

Posted On Sep 21, 26
Full-time 2 views Experience : 6-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets ERISA - General
Job Tags:
agreements asset management children EEOC emerging technologies ERISA family fiduciary finance Investment Advisers Act of 1940 investment management pension plans Privacy securities laws
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets ERISA - General
Job Tags:
agreements asset management children EEOC emerging technologies ERISA family fiduciary finance Investment Advisers Act of 1940 investment management pension plans Privacy securities laws

Attorney Specializing in Asset Management Job Responsibilities: - Serve as a... to the provision of investment management services. - Advise business... partners... across multiple asset classes, investment strategies, and client types. -... Negotiate agreements governing the company's asset management services for institutional clients. -... Pr...

Posted On Sep 17, 26
Full-time 4 views Experience : 3-6 yrs required
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
asset management children contracts EEOC finance investment management Privacy Software
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
asset management children contracts EEOC finance investment management Privacy Software

Title: Associate, Client Contracting Job Responsibilities: - Oversee the contracting process from the initial drafting stage through negotiation and execution for a specific portfolio of business, ensuring client expectations are met. - Manage a client channel, supervise the book of work for that...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Fintech & Blockchain Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements data privacy Data Protection Energy Insurance Intellectual Property Litigation partnerships Privacy Software
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - Private Equity Corporate - Venture Capital/Emerging Companies Corporate - Securities and Capital Markets Fintech & Blockchain Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements data privacy Data Protection Energy Insurance Intellectual Property Litigation partnerships Privacy Software

Title: Corporate Counsel Job Responsibilities: - Provide strategic legal guidance to business leaders and stakeholders on complex legal, regulatory, risk, compliance, commercial, product, and operational matters impacting the company's Platforms & Integrated business, including embedded payments and payment facilitator offerings. - Draft, review,...

Posted On Sep 24, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Energy - Renewables - Transactional Electric Power - Transactional Corporate - M&A Corporate - Asset/Investment Management Finance - Project Finance Finance - General Energy and Oil & Gas - General Corporate - General
Job Tags:
Capital Markets construction agreements Energy equity finance M&A marketing project finance Women
Practice Area:
Energy - Renewables - Transactional Electric Power - Transactional Corporate - M&A Corporate - Asset/Investment Management Finance - Project Finance Finance - General Energy and Oil & Gas - General Corporate - General
Job Tags:
Capital Markets construction agreements Energy equity finance M&A marketing project finance Women

Counsel Job Title: Legal Counsel Job Responsibilities: The Legal Counsel will report to the Vice President, Legal Services and will collaborate with a team of lawyers to provide a comprehensive range of legal services across various business functions. The key responsibilities include: - Providing legal...

Posted On Sep 07, 26
Full-time 27 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Wealth Management Summer Analyst - Atlanta,... Georgia, United States - 9 to 10 week internship About the Program - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immerse yourself in day-to-day...

Posted On Sep 07, 26
Full-time 32 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Conduct market research and analysis to assist with investment decisions Participate in... team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job Title: Summer Analyst - Wealth Management Exper...

Posted On Aug 07, 26
Full-time 1 views Experience : 6-12 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
asset management confidentiality agreements due diligence ERISA family FINRA fund formation Insurance investment management pension special projects trusts
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
asset management confidentiality agreements due diligence ERISA family FINRA fund formation Insurance investment management pension special projects trusts

Legal Department, Institutional Asset Management Job Responsibilities: - Provide legal support... across the institutional asset management platform, working closely with... investment portfolio managers, product teams,... and business leaders. - Support investment advisory activities for various... accounts, private funds, collective investment trusts (CITs), separately managed......

Posted On Sep 10, 26
Full-time 4 views Experience : 5-8 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Tax - SALT Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms (hedge fund, fund... to provide subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after preparation....

Posted On Sep 21, 26
Full-time 4 views Experience : Min 6 yrs required
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management

and Financial Planning Wealth Management Analyst Job Responsibilities: - Support the... wealth relationship team in creating and delivering advanced planning advice to High and Ultra-High Net Worth clients and prospects. - Engage in activities that enhance the overall planning group, including contributing to...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Manager, Salt Asset Management The candidate will participate... projects for multi-state alternative investment clients (hedge fund, fund... to provide subject matter/alternative investment industry knowledge and experience.... Review tax calculations and information presented on state income tax returns. Build and manage...

Posted On Aug 14, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Finance - Structured Finance Finance - General
Job Tags:
agreements Code of Conduct Corporate Law derivatives employee benefits equity family finance Insurance Investment Regulation lending mortgage loans private equity special projects
Practice Area:
Finance - Structured Finance Finance - General
Job Tags:
agreements Code of Conduct Corporate Law derivatives employee benefits equity family finance Insurance Investment Regulation lending mortgage loans private equity special projects

legal advisor to the Investment Department and related business... partners on investment matters affecting the enterprise,... including private debt and equity investments, commercial mortgage loans, public bonds, derivatives transactions, tax credits, and related insurance company investment activities. - Lead the......

Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

Senior Associate, SALT Asset Management The candidate will participate... in multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Participate in multi-state companies with...

Posted On Sep 14, 26
Full-time 1 views Experience : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

content on various wealth management topics. - Serve as a... resource to the US Wealth Management (USWM) field, providing guidance... on both simple and complex tax and trust & estate planning strategies, as well as concentrated position management, corporate executive s...

Posted On Sep 17, 26
Full-time Experience : 5-8 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Senior Manager, SALT Asset Management (remote option) Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund... team providing subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after...

Posted On Sep 21, 26
Full-time Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Manager, SALT Asset Management Duties: The candidate will... projects for multi-state alternative investment clients (hedge fund, fund... to provide subject matter/alternative investment industry knowledge and experience.... Review tax calculations and information presented on state income tax returns. Build and manage...

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